Aug 27, 2026
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3 min read
Data centers are now 93 cents of every dollar NVIDIA earns — and next quarter's guide assumes zero China.
Aug 26, 2026
KKR, NVIDIA, and a 50-gigawatt utility are behind it — power baked into the site, not bolted on.
Aug 25, 2026
4 min read
$697 billion spent this year against just $200 billion earned — and the cushion is gone.
Aug 24, 2026
Dell'Oro moved from $1.7 trillion to $3 trillion. Every revision this year has gone the same direction.
Aug 21, 2026
A 304,000-ton global shortage sent it to a record — and AI data centers need 47 tonnes per megawatt.
Aug 20, 2026
126 gigawatts across 22 states — enough to raise U.S. power emissions by 20%, with no hearings.
Sep 1, 2026
Data centers now drive 55% of all U.S. demand growth. After two flat decades, the line snapped.
Aug 31, 2026
Half of it — 189 GW — exists only because data centers can't wait for the grid.
Aug 28, 2026
ERCOT added 60 gigawatts since 2022. PJM added 22 — and saw prices spike 90%.
