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INTERVIEW SERIES: AI’s Infrastructure Race Runs Into a Slower Clock
AI data center developers face a risk that begins before their servers are switched on: the hardware requirements behind a facility’s design may change while it is being built.
OpenAI Plans ‘Compute Campus’ Rebrand as Data Center Opposition Grows
OpenAI plans to promote its AI data centers as “compute campuses,” part of a broader policy campaign as public concern over electricity costs and local impacts complicates the industry’s infrastructure expansion.
5h ago
Cipher Digital Books First HPC Revenue as Data Center Buildout Advances
Cipher Digital has reported its first revenue from high-performance computing leases, marking the start of rental income from its data center expansion as bitcoin mining revenue continued to decline.
5h ago
Dominion Energy Reports $1.2 Billion Third-Quarter Net Income for 2026
Richmond, Virginia-based Dominion Energy disclosed its third-quarter financial results on October 30, 2026, showing a year-over-year increase in both reported and operating earnings. The company's GAAP net income for the three months ended September 30, 2026, reached $1.2 billion, compared to $1.0 billion in the third quarter of 2025. On a per-share basis, reported earnings rose to $1.30 from $1.16 in the prior year.
3d ago
Vistra Finalizes Purchase of Cogentrix Energy, Adding 5,500 MW of Natural Gas Power Plants
Irving, Texas-based Vistra Corp. (NYSE: VST) has completed its acquisition of Cogentrix Energy, a move that adds approximately 5,500 megawatts (MW) of natural gas generation capacity to its portfolio. The transaction, which closed on Oct. 30, 2026, includes 10 modern facilities located in key competitive power markets, including PJM, ISO New England (ISO-NE), and ERCOT. The closing follows the receipt of all necessary regulatory approvals and brings Vistra's total U.S. generation capacity to nearly 50,000 MW.
3d agoTEM Explainer Series
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