American reliance on China for key components used to power data centers is coming under increasing scrutiny as Washington and Beijing battle for AI supremacy, raising the prospect of higher costs and worsening supply chain shortages for the AI buildout. U.S. hyperscalers are racing to build multibillion-dollar data centers for AI, and Chinese firms supply…
An employee of Basra Oil Company, works at the Nahr Bin Umar Oil and Gas Field on the outskirts of the southern Iraqi city of Basra on April 29, 2026. Hussein Faleh | Afp | Getty Images LONDON — European stocks are expected to open in negative territory as prospects for a speedy resolution to…
Just outside Ireland’s capital, Dublin, a data center has become the first in Europe to turn to an independent, so-called “islanded,” microgrid to keep its servers running. Europe is looking to cash in on the AI boom while tackling power connection delays that have persisted for decades. The European Commission estimates the bloc needs at…
This aerial picture shows the oil tanker Boracay anchored off the Atlantic Coast off Saint-Nazaire, western France on October 1st, 2025. French authorities said Wednesday they were investigating the oil tanker Boracay anchored off the Atlantic Coast and suspected of being part of Russia’s clandestine “shadow fleet”. Damien Meyer | Afp | Getty Images Oil…
The U.S. is going to be turning on a lot more lights in the coming years — and that glow means good things for Club names GE Vernova and Eaton . That is our takeaway from Wolfe Research’s annual deep dive into the state of play for the power industry, which is an essential player…
