Virginia county asks all employees, including schools, to conserve power due to AI-driven electricity price hikes — state’s 400-plus data centers steadily incre

A researcher at the Energy and Policy Institute thinks that the new gas plant wouldn’t be necessary without data center-driven demand, and a representative of the Virginia Energy Consumer Alliance thinks that the added f…

Cargo thieves target AI data center supplies in $1.3 million heists — $300,000 worth of copper wire and $1 million worth of equipment recovered outside Chicago

Both trailers have been reported stolen — the former taken from Pine Hill, Alabama, and the latter from Jacksonville, Florida. The original locations where these trailers were stolen show the nationwide scale of these th…

China’s hollow-core fiber trial pushes 51.3 Tb/s over 128 miles without signal regeneration — milestone targets AI-era networking bottlenecks

On the hardware side, the researchers built a high-power amplifier using a cascaded dual-gain-unit architecture and a multi-element doping design, achieving a maximum output of 33.5 dBm (roughly 2.24 W) while maintaining…

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending NVIDIA Brings Trusted, 24/7 AI Agents to Telecom Operations NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while the tape recalibrates to … Read more

[Daily Due Diligence] MP MP

[Daily Due Diligence] MP MP Why this is trending HPE AI Factory With NVIDIA Expands for the Era of Agents MP MP is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while the tape … Read more

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending From Materials Simulation to Experimental Astronomy, New NVIDIA AI Software Unlocks Scientific Discoveries NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while … Read more