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As Big Tech’s power demand surges, data centers bring utilities a huge new profit center
The market hasn’t fully priced the next logical step for the AI buildout: Big Tech acquiring regulated utilities outright.
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Erin Brockovich: Environmentalist against the data center boom
Erin Brockovich: Environmentalist v. the data center boom June 4, 2026A prominent American activist has joined the global resistance to the huge proliferation of data centers – Erin Brockovich. The 65-year-old environmentalist was made famous by the Hollywood film that bears her name, in which she was played by Julia Roberts. Now she has set up an online platform: the Brockovich Data Center, which collects information on the planning and construction of new data centers in the United States...
UN calculates nation-sized environmental footprints for AI and data centers
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How Much of Data-Center Activism Is Really AI Slop?
Americans are wary of AI in general, and they are especially suspicious of the AI data centers that are popping up across the country like enormous mushrooms. A majority do not want a new data center built in their town. Across the country, community groups have organized to protest individual projects, and activists have successfully lobbied local and state politicians to place moratoriums on the facilities’ construction.
AI boom: Demand for data centers drives innovation by energy, tech industries to produce new power sources
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Brussels to Big Tech: Embrace sustainable AI or go away
BRUSSELS — The European Union’s energy chief says companies that want to profit off the artificial intelligence boom are welcome in Europe — but only if they demonstrate they are committed to the bloc’s energy, climate and environmental goals. That means supporting renewable and nuclear power sources rather than fossil fuels, and recycling the amounts of excess heat from data centers to heat Europeans’ homes and businesses, EU Energy Commissioner Dan Jørgensen told POLITICO in an...
AI Is Slowing Down
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s finances, and the AI bubble writ large (updated to version 3.0 last week). My Hater's Guides To the SaaSpocalypse, Private Credit and Private Equity are essential to understanding our current financial system, and my guide to how...
Like Dell, now HPE surges on a massive guidance hike. Yes, business is that good
It happened again — this time with Hewlett Packard Enterprise . Shares soared nearly 25% after the company reported a blowout fiscal 2026 second quarter on strong data center demand. Like Dell , the HPE stock response appears justified, given an additional massive outlook hike.