Oracle-OpenAI Drops Texas Expansion, Meta Steps In
Oracle and OpenAI scrapped plans to expand the Stargate AI data center in Abilene, Texas. Meta now in talks to lease the site, with Nvidia facilitating.
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Bloom Energy Crushes Q4 Earnings as AI Power Demand Surges – 2026 Outlook Soars
Bloom Energy (BE) reports strong Q4 2025 results with 36% revenue growth driven by AI data centers. Company forecasts $3.1-3.3B revenue for 2026, beating Wall Street expectations.
AEP Invests $2.65B in Bloom Energy Fuel Cells for Wyoming Power Plant
American Electric Power exercises option to buy 900MW of solid oxide fuel cells from Bloom Energy, securing 20-year power supply deal for new Wyoming facility.
AI Energy Stocks Jump as Call Buying Explodes
AI-linked energy stocks surged Thursday as traders piled into call options on Oklo, NuScale, and Bloom Energy. Nuclear hype and renewed speculative interest are driving the move.
AI Power Surge Fuels Bloom Energy's Record Q3, Driven by $5B Brookfield Infrastructure Partnership
Bloom Energy reports blockbuster financial results for Q3 2025, achieving record revenue, strong profit growth, and securing a major $5 billion AI infrastructure partnership.
Trump Administration Pushes 60-Day Fast-Track for Data Center Power Connections
Trump's energy secretary proposes 60-day approval process for data center grid connections, down from years-long waits, to boost AI development and compete with China.