Google: US Needs More Energy for AI
Google president urges more US energy development to power AI growth. Current efforts are 'not full throttle on energy.' Highlights infrastructure bottleneck.
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Trump: No Power Plants, No AI
Trump pressures US tech giants to build power plants amid AI-driven energy shortages threatening public electricity access. Giants must balance coding with infrastructure development or face AI restrictions. This highlights escalating power demands from AI data centers.
AI Boom Fuels Power Export Investments
AI growth drives global power shortages, lifting A-share power stocks like UHV, virtual/smart grids over 30% YTD. Gas turbines emerge as investment hotspot with funds exceeding 40% returns. Managers eye China's efficient manufacturing for high-margin global power transition chains.
Carbon Target Shift Unbinds Renewables for AI Power
2026 gov report swaps unit GDP energy consumption for 3.8% CO2 emissions cut, removing caps on renewables like PV and storage. AI compute demand emerges as key accelerator for green energy adoption.
Data Centres Face UK Emissions Disclosure Push
Datacentre developers are urged to disclose projects' impact on UK net emissions amid fears of doubling national electricity demand. Campaign groups warned technology secretary Liz Kendall of risks from new AI infrastructure. This poses a threat to grid decarbonisation efforts.
Ex-US Advisor: China Winning AI, EVs After Factory Visit
Steven Rattner, former Obama Treasury advisor, details China's manufacturing dominance in EVs like Xiaomi SU7, AI via cheap energy and DeepSeek, and pharma out-licensing after recent visit. He critiques US financial capitalism vs China's industrial model, urging policy shifts. Tariffs fail as China reroutes via third countries.