AI Data Centers
AI
Energy
Fervo Energy’s $10B IPO Signals Geothermal’s Emergence as AI Infrastructure Linchpin
Hyperscaler power demand and Trump administration backing converge as renewable baseload solution commands institutional premium.
Energy
Markets
Texas Natural Gas Trades at -$7 While Europe Pays $17: The Infrastructure Paradox Threatening AI’s Power Strategy
Record Permian production meets pipeline gridlock, forcing producers to curtail output while global markets pay premiums—and data centers betting on stable gas face a reckoning.