AI and data-center buildouts, smart-grid investment, semiconductors, digital twins, and the technologies reshaping how energy is produced, moved, and traded.
Edited by the Stake & Paper Editorial Team — 51 stories in the archive, updated daily.
Subscribe to TechnologyTaiwan Semiconductor Manufacturing Company reports a 58% profit increase driven by artificial intelligence demand, even as public sentiment toward AI and data centers faces headwinds.
As artificial intelligence companies race toward public offerings, the infrastructure demands of data centers are forcing a reckoning with America's aging power grid—and public opinion is turning skeptical.
AI is transforming energy operations by automating complex tasks, predicting equipment failures, optimizing power distribution, and accelerating the transition to renewable sources.
As tech giants race to build AI infrastructure, a geopolitical energy crisis is reshaping the landscape—and forcing uncomfortable choices about power, chips, and supply chains.
Major tech companies are doubling down on AI infrastructure spending even as energy costs and regulatory hurdles threaten to derail ambitious projects. Amazon defends its $200 billion commitment while OpenAI halts a major UK facility.
Every unpatented mining claim across eleven western states. Due diligence, prospecting, and monitoring delivered as complete reports with publication-ready ArcGIS maps.
Data centers consume substantial electricity to power servers and cooling systems, making them significant energy users in the global power landscape.
A major supply shock from Middle East conflict is reshaping energy markets, forcing oil drillers to pump the brakes despite triple-digit crude prices, while helium shortages threaten chipmakers and healthcare providers.
As artificial intelligence data centers consume unprecedented amounts of electricity, major tech companies are fundamentally rethinking their relationship with the traditional power grid—with major implications for energy infrastructure and markets.
While fears of AI replacing workers dominate headlines, the explosive growth of data centers is creating unexpected demand for skilled trade workers—and lucrative new career opportunities.
As artificial intelligence demands surge, the electricity grid faces a critical expansion challenge—and the question of who foots the bill remains unanswered.
As hyperscalers pour billions into AI infrastructure, geopolitical tensions are forcing a reckoning with energy supply chains and grid modernization needs.
CATL's stock soars on AI-driven demand for energy storage, while global wind installations hit record highs and renewable energy policy faces new scrutiny.
This week in energy: Oil prices decline as U.S.-Iran tensions ease, India plans major thermal coal import cuts, and renewable energy infrastructure advances with grid automation and hybrid storage breakthroughs. Key developments across oil, gas, renewables, and mining sectors.
Nvidia's blockbuster earnings forecast masks a growing crisis: the AI boom is straining electricity grids worldwide, creating shortages of gas turbines and forcing difficult choices between coal, natural gas, and renewable energy.
Mining companies are accelerating adoption of automation and electrification technologies, with new partnerships and equipment deployments signaling a broader industry shift toward modernized operations.
As Europe ramps up military investment, capital markets could shift in ways that ripple across the energy sector. Meanwhile, tech giants double down on AI infrastructure, and mining companies secure major backing.
As major tech players expand AI infrastructure investments globally, energy companies face mounting pressure to support data center demand while traditional oil majors shift strategy.
Major mining companies are posting record profits as copper prices surge, driven by artificial intelligence infrastructure buildouts and broader industrial demand.
The AI boom is reshaping regional energy markets. The Great Lakes faces a 2-3% annual energy demand increase over the next decade as data centers proliferate, threatening both grid stability and freshwater resources.
A wave of new AI model releases sparked a 30% rally in Chinese AI stocks this week, while global energy infrastructure faces mounting pressure from data center expansion tied to artificial intelligence deployment.
As artificial intelligence spending plans trigger market volatility, investors are rotating capital back into traditional energy stocks. Meanwhile, major tech companies are striking renewable energy deals to power their data center ambitions.
Alphabet's record capital expenditure plans for AI infrastructure are setting new benchmarks for the industry, even as semiconductor designers face headwinds from memory shortages and shifting market expectations.
As artificial intelligence data centers strain electricity grids worldwide, energy markets are experiencing a seismic shift. From fuel cell companies riding a stock surge to warnings about LNG shortages, the AI boom is forcing a reckoning with how we power the future.
Semiconductor makers report record sales driven by AI demand, while energy stocks surge 11.2% year-to-date as oil prices stabilize and production recovers from winter disruptions.
Wall Street's enthusiasm for AI-driven utility growth is cooling as investors grapple with the reality of soaring power demands and rate hikes.
BlackRock identifies energy and power providers as top AI investment opportunities, while UK data center planning hits record highs amid infrastructure scramble.
The explosive growth of artificial intelligence is upending decades of energy investment priorities, forcing utilities and governments to rethink power infrastructure while creating new opportunities in gas and renewable energy sectors.
Oil markets opened 2026 with modest gains following their steepest annual decline since 2020, while a parallel energy crisis looms as AI data centers demand unprecedented power infrastructure.
As AI giants pour billions into massive data centers across the country, the energy sector faces unprecedented demand challenges and a fundamental reshaping of power infrastructure.
As Beijing prepares to tighten controls on silver exports, the global tech and energy sectors face a critical supply crunch. Meanwhile, mining operations worldwide are adapting to new realities in the race for minerals essential to AI and renewable energy.
Nvidia's landmark acquisition of AI-chip startup Groq marks a turning point in semiconductor consolidation, while other data center infrastructure stocks dramatically outpace the chip giant in 2025 performance.
A smart grid is an electricity network that uses digital technology and two-way communication to automatically balance supply and demand in real time.
The race for AI supremacy is heating up, and the energy sector is at the center of the action.
The global race for critical minerals is accelerating, with major tech players like Micron and OpenAI making bold moves to secure their supply chains.
Oil markets spiked this week as President Trump ordered a blockade on sanctioned Venezuelan oil tankers, while the AI-fueled chip shortage threatens to raise smartphone prices.
Copper prices are surging toward record highs as the global AI boom strains already tight supplies, with analysts warning of further volatility ahead.
Copper prices are soaring to new heights, fueled by surging AI demand and supply chain disruptions. But the chip shortage could mean higher smartphone prices for consumers.
Copper prices soar on AI demand, oil slips on Ukraine peace talks, and the U.S. halts a key tech trade deal with the UK.
As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure, with founders Elon Musk and Sam Altman now rivals in the high-stakes market.
Artificial intelligence is transforming mining operations, but can it help address the looming supply shortages of critical minerals needed for the green energy transition?
The mining industry is undergoing a rapid digital transformation, driven by the dual pressures of the energy transition and increasingly complex extraction environments.
The renewable energy sector is experiencing a major transformation, with oil giants making strategic moves and AI emerging as a game-changer.
The rapid growth of AI and data centers is redrawing America's energy map, with Texas emerging as the epicenter of this digital gold rush.
Nvidia's strong earnings initially boosted AI-related stocks, but broader market concerns soon wiped out those gains as tech shares slid.
The energy tech landscape is shifting rapidly, with AI startups raising billions while the oil and gas industry grapples with geopolitical tensions and environmental concerns.
Cisco's AI networking sales surge, but the industry faces a potential power crisis. Meanwhile, oil and gas markets remain volatile as supply and demand dynamics shift.
The AI revolution is sweeping through the energy industry, driving unprecedented demand for chips and data centers. But who will fund the $2.9 trillion needed to power this transformation?
The energy industry is undergoing a rapid transformation driven by the rise of artificial intelligence. This post analyzes the latest developments and their market impact.
