Private Equity Rushes Into Utilities as AI Data Centers Strain the Grid
Surging data center power demand from AI is pushing Big Tech to build its own plants and drawing private equity firms into utility asset deals across the US.
Technology
AMD Commits Over $10 Billion to Taiwan for Advanced Chip Packaging With TSMC
AMD plans to invest more than $10 billion in Taiwan to expand advanced chip packaging capacity alongside TSMC, as CEO Lisa Su targets AI hardware bottlenecks.
Nvidia AI Server Prices Jump 15% as Memory Chip Costs Explode
Nvidia’s AI server prices are set to rise more than 15% in early 2026 as DRAM shortages from Samsung, SK Hynix and Micron squeeze the entire AI supply chain.
Broadcom’s $80B AI Debt Play and Nvidia Price Hikes Set the Stage for Earnings
Broadcom is in talks to raise up to $80 billion in debt for Anthropic’s AI chip needs while Nvidia reportedly warns customers of 15%+ price hikes ahead of its August 26 earnings report.
PORR to Build New X-FAB Semiconductor Cleanroom in Germany by 2028
Construction group PORR has been awarded a contract to design and build a cleanroom facility for X-FAB’s MEMS and microsystems production at its Erfurt site, targeted for completion by 2028.
UK Startup HexSeed Raises €700k to Cool AI Data Centers With Diamond Coating
HexSeed Technology secures over €700k to apply diamond coatings to gallium nitride chips, tackling the heat problem behind AI’s soaring power demand.
Delhi Seeks Up to 62 Acres for Semiconductor, AI and Drone Hubs Under MPD-2047
Delhi’s IT department has requested 41 to 62 acres for four tech initiatives, including a semiconductor and electronics ecosystem, under the newly notified Master Plan 2047.
AI Data-Center Boom Sparks $250M Factory Bet From Generator Maker
Generac is investing $250 million to retool factories for heavy-duty data-center generators, showing how AI infrastructure demand is reshaping industrial supply chains.
Gujarat Approves 12-Hour Shifts at Micron’s Sanand Chip Plant
Gujarat grants first-ever 12-hour shift exemption to Micron’s Sanand semiconductor facility under India’s OSH Code, boosting the state’s chip ambitions.
AI Investment Debate Shifts From Spending to Picking Winners
After strong Microsoft and Amazon earnings, investors are pivoting from questioning AI spending to identifying which chipmakers and hyperscalers will capture long-term profits.