Supply chain constraints are limiting revenue growth among the largest U.S. data center developers—known as hyperscalers—and threatening the United States’ progress in artificial intelligence innovation, according to recent company earnings calls. … READ MORE >
energy industry
This week in energy: Surprise OPEC+ cuts, energy project legislation, electricity demand growth
We examine the aftermath of the OPEC+ surprise cut announcement, a proposed bill to expedite energy projects, and transmission constraints on electricity demand growth. … READ MORE >