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Key Facts

Key PlayersGoogle DeepMind, Siemens, GE Vernova

AI AdoptionGrowing

Use CasesGrid Optimization, Predictive Maintenance, Demand Forecasting

Top News

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

Australia's $155bn data centre boom confronts energy and water sustainability challenges

Australia is experiencing a massive data centre boom with $155 billion in investments over the next decade, driven by AI infrastructure needs. But the expansion raises critical questions about energy and water consumption, with projections showing data centres could account for over 10% of electricity use by the mid-2030s and potentially drive wholesale electricity prices 20% higher by 2035.

Business3 sources

Australia's $155bn data centre boom confronts energy and water sustainability challenges

Business3 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

Schneider Electric and Foxconn join forces to build next-generation AI data centers

Schneider Electric has announced a strategic collaboration with Hon Hai Technology Group (Foxconn) to design and scale the next generation of AI data centers. The partnership combines Foxconn's expertise in AI rack integration and manufacturing with Schneider's power and cooling leadership to deliver integrated, ready-to-deploy infrastructure. Production of prefabricated modular systems is expected to begin later this year.

Technology2 sources

Schneider Electric and Foxconn join forces to build next-generation AI data centers

Technology2 sources

xAI and SpaceX hit with class-action lawsuit over data center noise and pollution impacts

Mississippi residents filed a class-action lawsuit against xAI and SpaceX, claiming gas-fired power plants for data centers create 'omnipresent and inescapable' noise around the clock. The suit estimates over 10,000 affected residents and seeks damages for health impacts and lost property values. It's the latest escalation in mounting community backlash against AI infrastructure expansion across the United States.

Policy2 sources

xAI and SpaceX hit with class-action lawsuit over data center noise and pollution impacts

Policy2 sources

Greg Abbott proposes sweeping regulations for Texas data centers amid water and energy concerns

Texas Governor Greg Abbott is pushing for tighter controls on the state's booming data center industry, including repealing tax incentives and requiring water-efficient technologies. The move comes as rural Republican communities raise concerns about water use, noise pollution, and utility costs from AI infrastructure facilities that could consume 9 percent of Texas' water by 2040.

Policy2 sources

Greg Abbott proposes sweeping regulations for Texas data centers amid water and energy concerns

Policy2 sources

OpenAI negotiates massive Ohio data center lease with Nvidia backing, eyeing $500B investment

OpenAI is in advanced talks to lease a 10-gigawatt data center campus on federal land in southern Ohio, with Nvidia providing both computing hardware and financial backing. The facility could cost at least $500 billion if fully built out, marking one of the largest AI infrastructure projects to date. The first phase is expected to begin operations in 2028.

Business2 sources

OpenAI negotiates massive Ohio data center lease with Nvidia backing, eyeing $500B investment

Business2 sources

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