7 Articles
7 Articles
Texas Seeks to Balance AI Growth and Grid Security
The AI infrastructure trade (aka the Power-Up America basket which we recommended one year ago before it soared into the stratosphere), had taken a back seat in recent weeks, with some marquee names such as a Vertiv, Contellation, Oklo and others, tumbling from record highs amid growing speculation that China's DeepSeek - and other cheap LLM alternatives - will lead to far lower capex demands than what is currently projected. But while the occas…
States push new rules as data centers strain electric grids
Lawmakers in multiple states are introducing bills to ensure data centers, which require massive amounts of electricity, cover their fair share of costs and don’t jeopardize grid reliability.Jason Plautz and Jeffrey Tomich report for E&E; News.In short:States including Texas, Georgia, and California...
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