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AI infrastructure

Meta Left RE100 While Building 7.5 GW of Gas Power—The Gap Between Annual Matching and 24/7 Clean Energy

Meta Left RE100 While Building 7.5 GW of Gas Power—The Gap Between Annual Matching and 24/7 Clean Energy TL;DR: Meta confirmed that it is no longer a member of RE100, the corporate initiative for 100% renewable electricity, after roughly a decade. The exit comes as the

Nvidia's 9.3% Nebius Stake and $6.3B CoreWeave Backstop: Is This 'Circular Financing' or Real Demand?

Nvidia's 9.3% Nebius Stake and $6.3B CoreWeave Backstop: Is This 'Circular Financing' or Real Demand?

Nvidia's 9.3% Nebius Stake and $6.3B CoreWeave Backstop: Is This 'Circular Financing' or Real Demand? On July 20, 2026, a regulatory filing revealed that Nvidia holds a 9.3% stake in the AI cloud company Nebius — and the stock jumped nearly 19%. It is

AI Data Centers in Space: Why SpaceX Filed for 1 Million Satellites — and Whether the Physics Actually Works

AI Data Centers in Space: Why SpaceX Filed for 1 Million Satellites — and Whether the Physics Actually Works

The AI build-out has run into a wall it can't code around: power, land, and water. Earth's grid can't spin up gigawatts fast enough, communities are fighting new data centers over water use, and permitting takes years. So the frontier players are looking