A new report from Wood Mackenzie identifies five key trends that will define the energy storage industry in 2026, including supply chain restructuring and the rise of non-lithium batteries.
Data center power procurement favors developers who can move fast and execute technically complex projects, rather than those competing on price alone.
There is no single technology that will power the AI era; rather, I expect that the future lies in a portfolio of firm, flexible and clean solutions working together.
The explosion of AI companies has pushed demand for computing power to new extremes, and companies like CoreWeave, Together AI and Lambda Labs have capitalized on that demand, attracting immense ...
Vertiv highlights five trends driving changes at data centres, including a massive shift towards addressing AI-focused data centres.
Data centers remain underrepresented in many institutional real estate portfolios despite strong historical performance in both the public and private markets. Growth in the sector is fueled by rising ...
According to UBS Securities, the expansion of U.S. AI data centers is expected to drive an increase in energy storage demand over the next five years, as batteries become increasingly necessary to ...
Storage and memory stocks rallied sharply on Tuesday, with SanDisk leading the charge as data center spending continues to drive demand for storage solutions.
With data center developers in Texas and most other states now commonly deploying fossil fuel generators as backup power sources, a nascent industry from the renewable side of power generation—battery ...
The best AI stocks to buy in 2026 will be a select group that captures sustained artificial intelligence data center growth.