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HomeMicrosoft

Microsoft

AI

The Energy Shakeup: Why Coal’s Back and Solar’s Cracking – ENB Weekly Recap

June 14, 2025 Andy Del Prado

Weekly Daily Standup Top Stories DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn June 7, 2025 Clark Savage ENB Pub Note: This article from David Blackmon is fantastic on The Daily […]

AI

Highway Robbery at the Pump

June 12, 2025 Andy Del Prado

Daily Standup Top Stories Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors? June 11, 2025 Clark Savage The U.S.-China trade war, a rollercoaster of tariffs, retaliations, and negotiations, […]

AI

Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas

June 11, 2025 Clark Savage

The United States is experiencing an unprecedented surge in electricity demand, driven primarily by the rapid expansion of data centers. A recent forecast has boosted the U.S. power-usage outlook by a staggering 92% over previous […]

SBM Offshore
AI

SBM Offshore and Microsoft developing AI-driven floating power solutions

March 14, 2025 Mariel Alumit

Dutch floater expert SBM Offshore has entered into a global collaboration agreement with US technology conglomerate Microsoft to develop standardized, AI-powered carbon-free floating power solutions. The collaboration aims to accelerate the adoption of floating power […]

Data centers
Electrical Generation / Utilities

Data centers account for half of US clean energy procurement but only 20% in Europe: report

November 1, 2024 Mariel Alumit

The rising energy demands of global data centers are driving shifts toward renewable power sourcing with US data centers accounting for half of total US corporate clean energy procurement, but only around 20% in Europe, […]

AI

Oil Demand Rising 1.6 Million Bpd

August 7, 2024 Andy Del Prado

Daily Standup Top Stories Saudi Aramco Sees Oil Demand Rising by 1.6 Million Bpd in Second Half of 2024 August 6, 2024 Mariel Alumit Saudi Aramco’s CEO has forecast a strong increase in global oil demand […]

Investors
AI

How Investors Are Capitalizing on AI’s Insatiable Appetite for Energy

August 6, 2024 Mariel Alumit

AI data centers’ rising electricity demand prompts investors to buy power utility stocks, anticipating generational demand growth. Power utilities stand to benefit from the AI boom as they secure reliable electricity for consumers amid increasing […]

Microsoft
Finance

Magnificent 7 Down by $2.09 Trillion from Peak, then Microsoft Comes Out and Makes Further Mess Afterhours

July 30, 2024 Mariel Alumit

Nvidia -7% today, -23% since July 10. But afterhours, it rose when Microsoft outlined what it’s spending on AI infrastructure. By Wolf Richter for WOLF STREET. Microsoft reported earnings today afterhours for its fiscal Q4, and as you’d […]

Big-Tech
AI

The Big-Tech Clean Energy Crunch Is Here

June 4, 2024 Mariel Alumit

Big Tech’s appetite for energy is just about visible from the east coast of Scotland. Some 12 miles out to sea sits a wind farm, where each of the 60 giant turbines has blades roughly […]

Primergy
Finance

Primergy secures $588 million in financing and power purchase agreement with Microsoft for solar project in Texas

March 12, 2024 Mariel Alumit

Primergy Solar LLC (Primergy), a leading developer, owner, and operator of utility-scale solar and storage projects, announced that it closed commitments for $588 million in debt financing for the 408 MWac Ash Creek Solar project in Hill […]

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