LU-VE Expands Texas Cooling Plant as AI Data Centers Drive Demand
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Situational Awareness Deepens AI Power Bets, Adds Bitcoin Miners in Q1 Portfolio Shift
Situational Awareness’ reported 13F portfolio more than doubled to $13.68 billion in Q1 as the AGI-focused fund added Bitcoin mining and AI power bets.
HIVE Plans CAD $3.5B Ontario AI Factory With 320 MW Power Allocation
HIVE plans a CAD $3.5 billion AI gigafactory in Ontario with 320 MW of power capacity, marking its latest push from Bitcoin mining into AI infrastructure.
NextEra Eyes $400B Merger With Dominion Amid AI Data Center Power Boom: FT
NextEra Energy is reportedly in talks to merge with Dominion in a potential $400 billion stock deal as soaring AI data center demand fuels consolidation across the U.S. power sector.
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