Lines of Thought / Topic

Energy and power: the line so far

5 developments and 1 rules, in date order. Built automatically from everything tagged with this topic.

  1. DealComputeUS
    OpenAI, SoftBank, Oracle and MGX launch $500bn Stargate data-centre venture

    It set the gigawatt scale that every other frontier lab, chip supplier and utility has since had to plan around.

    Also on Power is the bottleneck

  2. StatementFrontierINTL FR
    Paris AI Action Summit closes with declaration the US and UK decline to sign

    It marked the summit series' shift from frontier-safety commitments toward adoption and inclusion, and exposed a US-UK split from the multilateral text.

  3. Rule · In forceUS
    AI Action Plan

    Also on Power is the bottleneck, Governments bet on AI for science

  4. DealComputeUS
    Meta signs nuclear deals with Vistra, TerraPower and Oklo for up to 6.6GW by 2035

    Hyperscalers are now underwriting new reactors directly, tying AI data-centre growth to the pace of US nuclear licensing.

    Also on Power is the bottleneck

  5. PolicyComputeUS
    FERC orders six US grid operators to fix or defend rules for connecting data centres

    How fast and at whose cost large AI campuses can connect to the US grid will now be set region by region through these proceedings.

    Also on Power is the bottleneck

  6. LaunchComputeUS
    Emerald AI, Google and NVIDIA form alliance for grid-flexible AI data centres

    Industry is offering flexible-load commitments as the price of faster grid access, the same trade regulators are weighing in the FERC proceedings.

    Also on Power is the bottleneck