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Key Facts

Key PlayersGoogle DeepMind, Siemens, GE Vernova

AI AdoptionGrowing

Use CasesGrid Optimization, Predictive Maintenance, Demand Forecasting

Top News

Conservative organization plans nationwide protest against AI data centers on July 18

Humans First, a conservative organization, is organizing a nationwide protest against AI data centers on July 18, with rallies planned in at least 13 locations across five states. The group, led by Tea Party veteran Amy Kremer, claims grassroots conservatives are being ignored by Washington elites supporting big tech expansion.

Policy2 sources

Conservative organization plans nationwide protest against AI data centers on July 18

Policy2 sources

Meta signs AI computing deals with Crusoe for 1.6 gigawatts across Texas and Missouri sites

Meta has secured new agreements with data center developer Crusoe to obtain AI computing power at two facilities in Childress, Texas, and Warrenton, Missouri. The deals will provide roughly 1.6 gigawatts of capacity combined, underscoring how AI ambition is now measured in electricity rather than chips as tech giants race to lock in power for their AI infrastructure.

Business4 sources

Meta signs AI computing deals with Crusoe for 1.6 gigawatts across Texas and Missouri sites

Business4 sources

FERC orders grid operators to fast-track AI data centers while shielding consumers from costs

The Federal Energy Regulatory Commission unanimously directed six major grid operators to expedite connections for AI data centers while ensuring regular consumers don't shoulder infrastructure costs. Grid operators have 60 days to justify current rules or file changes, and 30 days to report spare capacity as electricity demand from data centers threatens to triple by 2035.

Policy9 sources

FERC orders grid operators to fast-track AI data centers while shielding consumers from costs

Policy9 sources

Ford launches $2B battery storage unit to power AI data centers amid surging infrastructure demand

Ford has launched Ford Energy, a $2 billion subsidiary manufacturing large-scale battery storage systems for AI data centers and utilities. Using CATL-licensed LFP technology at a repurposed Kentucky plant, the automaker aims to produce 20 gigawatts annually starting in late 2027. The move signals Detroit's bet that energy storage markets will outpace electric vehicles as data center demand accelerates.

Business2 sources

Ford launches $2B battery storage unit to power AI data centers amid surging infrastructure demand

Business2 sources

Ondas acquires Cyberhawk for $125M to build AI-driven infrastructure intelligence platform

Ondas Holdings Inc has entered a definitive agreement to acquire Cyberhawk, a global leader in critical infrastructure intelligence and drone-based inspection, for approximately $125 million. The deal brings operations in 40 countries, more than 300 customers including PG&E and Shell, $45+ million in forecasted revenues with ~95% recurring revenue, and 232 terabytes of proprietary infrastructure inspection data to accelerate Ondas' expansion into AI-enabled infrastructure analytics.

Business3 sources

Ondas acquires Cyberhawk for $125M to build AI-driven infrastructure intelligence platform

Business3 sources

Iren AI infrastructure stock soars 493% as Jefferies sets $79 target on Microsoft, Nvidia deals

Jefferies initiated coverage on Iren with a buy rating and $79 price target, citing the company's transformation into a vertically integrated AI cloud provider. The former Bitcoin mining operation has surged 493% over the past year after securing $3.1 billion in annual recurring revenue from hyperscalers including Microsoft and Nvidia.

Business2 sources

Iren AI infrastructure stock soars 493% as Jefferies sets $79 target on Microsoft, Nvidia deals

Business2 sources

Small Language Models on Desktops Could Reshape the AI Industry's Profit Expectations

A Stanford University study shows small language models running on desktop computers perform as well as or better than large language models in over 80% of tasks, using 50% to 80% less energy. This shift threatens the business models of OpenAI, Anthropic, and SpaceX's xAI, potentially making massive data centers obsolete.

Business2 sources

Small Language Models on Desktops Could Reshape the AI Industry's Profit Expectations

Business2 sources

Data centre energy and water use surge as AI infrastructure demands reshape global construction

The global data centre sector is expanding at 14% annually through 2030, requiring up to $3 trillion in infrastructure investment. As AI infrastructure drives unprecedented growth, facilities now consume up to 5 million gallons of water daily while electricity demand is projected to double by 2030. Australia leads regulatory efforts with new frameworks balancing the data center boom against energy and water constraints.

Technology2 sources

Data centre energy and water use surge as AI infrastructure demands reshape global construction

Technology2 sources

KAIST's internal chip cooling tech slashes energy use by 90% for AI data centers

Researchers at KAIST developed a liquid cooling technology that embeds microscopic channels directly inside silicon semiconductor chips, cutting cooling energy to one-tenth of current levels. The system achieved a Coefficient of Performance of 106,000—ten times higher than the previous world record—using ordinary room-temperature water and existing manufacturing processes.

Technology2 sources

KAIST's internal chip cooling tech slashes energy use by 90% for AI data centers

Technology2 sources

Unilever and Accenture deploy 40 AI-powered digital twins to transform global manufacturing

Consumer goods giant Unilever has partnered with Accenture to scale AI-enabled digital twins across its global manufacturing network. The multi-year initiative will build over 40 new digital twins in 18 months, aiming to improve quality, boost efficiency and enhance sustainability. Early results show a 20% reduction in waste and 30% fewer quality defects at facilities worldwide.

Technology3 sources

Unilever and Accenture deploy 40 AI-powered digital twins to transform global manufacturing

Technology3 sources

Oracle's Project Jupiter AI data center sparks water debate in drought-stricken New Mexico desert

Oracle and OpenAI are building one of America's largest AI data centers in New Mexico's Doña Ana County, where tree mortality tripled in 2025 due to severe drought. The $165 billion Project Jupiter spans 1,400 acres, but Oracle claims its closed-loop cooling system will use just 11 million gallons for initial fill and minimal annual top-offs, calling the water usage negligible despite local opposition and water scarcity concerns.

Technology2 sources

Oracle's Project Jupiter AI data center sparks water debate in drought-stricken New Mexico desert

Technology2 sources

DOJ intervenes in xAI lawsuit, claims Grok AI essential for military operations amid pollution dispute

The Department of Justice has asked a federal court to dismiss an NAACP lawsuit against xAI over dozens of unpermitted gas turbines powering its Mississippi data centers. The DOJ argues that shutting down the turbines would threaten national security, citing Grok AI's role in recent military strikes in Iran. The NAACP counters that xAI is illegally polluting communities already burdened by high asthma rates.

Policy12 sources

DOJ intervenes in xAI lawsuit, claims Grok AI essential for military operations amid pollution dispute

Policy12 sources

SLB launches digital marketplace with 200 energy AI products to accelerate industry innovation

SLB has launched the SLB Digital Marketplace, featuring approximately 200 digital products including AI agents, domain models, and specialized tools for energy companies. The platform extends the company's Tela agentic AI assistant and includes solutions from over 30 partners, marking a shift toward open ecosystem innovation in the energy sector.

Technology2 sources

SLB launches digital marketplace with 200 energy AI products to accelerate industry innovation

Technology2 sources

IREN Completes Nostrum Group Acquisition to Enter European AI Data Center Market

Bitcoin miner IREN has finalized its acquisition of Spanish AI data center developer Nostrum Group, securing 490 megawatts of renewable power in Spain. The deal marks IREN's European expansion as it pivots toward AI cloud services, joining competitors like HIVE Digital and Bitdeer in building AI infrastructure across the continent.

Business2 sources

IREN Completes Nostrum Group Acquisition to Enter European AI Data Center Market

Business2 sources

Adani and Jabil plan massive AI data centre hardware manufacturing push in India

Adani Group and US manufacturing giant Jabil Inc. have announced plans for a strategic alliance to build AI data centre hardware in India. The proposed partnership aims to create multi-gigawatt manufacturing capacity for AI racks, servers, and supporting infrastructure, positioning India as a global exporter rather than just a consumer of AI hardware. However, the deal remains unsigned with no disclosed investment figures yet.

Business5 sources

Adani and Jabil plan massive AI data centre hardware manufacturing push in India

Business5 sources

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