The global economy is in the largest capex cycle ever, with $5 trillion by the end of the decade
AI hyperscalers aren’t the only big spenders fueling the economy and financial markets as the energy[……] Read More
Why energy storage is moving beyond the capex debate
For most of the past decade, the energy storage conversation revolved around a single question: how[……] Read More
Big Tech’s $635b AI capex faces energy cost risk
Four firms planned about $635 billion of AI-related capital spending in 2026 on data centers, chips,[……] Read More