Google, MN8 and Eos to Build Solar-and-Storage Project on West Virginia Coal Mine
MN8, Google and Eos will add 86 MW solar plus lithium and zinc batteries on a reclaimed coal mine to power the PJM grid and data centers.
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Fervo Signs Its Largest Geothermal Deal With Google for a Utah Data Center
Fervo Energy has signed its largest power deal with Google, covering nearly 400 MW from its Cape Station project in Utah, with power deliveries set to begin in 2028.
Anthropic Signs Reported $35 Billion Cloud Deal With Nvidia-Backed Lambda
Lambda, backed by Nvidia, has a reported $35B agreement to supply Anthropic with GPU compute at Hut 8’s Nueces County data center in Texas.
Google Gets $12.2 Billion Stake Option from Marvell to Build Next-Gen AI Chips
Marvell issues Google a $12.2 billion warrant for 59M shares in a multi-year partnership to develop custom AI chips for Google’s TPU ecosystem.
Rothschild Sees 30% Upside for Apple Stock on Foldable iPhone Ultra and AI Reset
An Nvidia partnership for open-source AI models could fix Apple Intelligence and drive 30% upside.
UBS Reaffirms Confidence in SpaceX as Starlink and Institutional Backing Strengthen
According to Goldman Sachs, the global space market could hit $1.8 trillion by 2035 — with SpaceX best placed via Starlink and launch dominance.