AI infrastructure
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Commentary
The New Economics of AI Infrastructure: Why Tax Strategy Is Now Part of Energy Strategy
The conversation around data center development has changed dramatically over the past few years. Earlier, when developers needed to evaluate a new facility, the questions were relatively straightforward. Is the market attractive? Can we secure the land? Can we obtain reliable power? Can we raise the necessary capital? All those questions still matter. But a […]
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Data Centers
Aalo, Crusoe Plan 2027 INL Demonstration Pairing Nuclear Power and AI Data Center Load
Advanced nuclear firm Aalo Atomics has formed a strategic partnership with energy-first AI infrastructure company Crusoe to develop a nuclear-powered “AI Factory” data center in a project that will combine Aalo’s advanced reactor development program at Idaho National Laboratory (INL) with Crusoe’s modular AI data center platform. The companies said on July 30 that under […]
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Business
SB Energy Tapped for Proposed 9.2‑GW Ohio Gas Power Plant in First Tranche of $550B U.S.–Japan Deal: What We Know
The Trump administration is touting a proposed 9.2‑GW natural gas power complex near Portsmouth, Ohio, as the centerpiece of a new U.S.–Japan trade deal that officials say could steer up to $550 billion of Japanese capital into American energy and industrial projects. According to a Feb. 17 Commerce Department fact sheet and a statement by […]
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Data Centers
Constellation Races to Revive Crane Nuclear Plant Amid Tight Timelines, Market Shifts
Constellation Energy’s ambitious plan to restart the Three Mile Island Unit 1 as the Crane Clean Energy Center (CEC) is proceeding ahead of schedule, shooting for a 2028 start date, despite a new report that suggests Microsoft may be re-evaluating its data center strategy. Just five months after Constellation announced a landmark 20-year power purchase […]
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Power
Vantage, VoltaGrid Partner to Deliver 1 GW of Fast-Deploying Power for Data Centers
Vantage Data Centers, a prominent developer and operator of data center campuses, is teaming with VoltaGrid, an innovative microgrid power generator, to deploy more than 1 GW of power capacity across Vantage’s expanding North American data center portfolio. The strategic partnership, unveiled on Feb. 11, will set a “new benchmark for speed, reliability and energy […]