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AI News · 3 min read

Google Signs Cloud Agreement with SpaceX for Access to 110,000-GPU NVIDIA Compute Capacity

Google has contracted with SpaceX for access to roughly 110,000 NVIDIA GPUs — one of the largest inter-company compute deals of 2026, signaling hyperscalers are willing to source external capacity amid supply constraints.

Jun 9

Energy & Climate · 5 min read

Batteries Are Becoming the Bridge Between AI Data Centers and a Strained Clean Grid

Grid-scale battery storage is filling the gap between AI data centers' round-the-clock power demands and intermittent renewables — reshaping how hyperscalers structure power agreements.

May 25

Energy & Climate · 5 min read

AI Scales in Months, Clean Energy Takes Years — The Climate Math Is Breaking

AI data centers scale in 12 to 18 months. Renewable energy takes three to five years. Carbon Direct's 2026 outlook shows the mismatch is forcing hyperscalers into natural gas while climate commitments quietly erode.

May 18

Energy & Climate · 4 min read

AI Data Centers Will Drive 55% of U.S. Electricity Demand Growth Through 2050

A new U.S. energy outlook projects AI data centers will account for 55% of all electricity demand growth through 2050 — stressing the grid while paradoxically accelerating the renewable energy build-out as hyperscalers buy clean power at scale.

May 2

Energy & Climate · 5 min read

Bloom Energy and Oracle Are Building On-Site AI Power Plants to Bypass a Broken Grid

Oracle contracted 2.8 gigawatts from Bloom Energy's fuel cells because the grid interconnection queue is too slow—a structural shift that is turning hyperscalers into their own utilities.

Apr 23