Slicast
Thursday, September 24, 2026
DarkSubscribe
Slicast
AI Infrastructure · News & Analysis
Home › Power & Energy › Report
Power & Energy · Report

Hyperscale vendors' 2026 AI capex totals approximately $760 billion, but $130 billion in projects are blocked or delayed.

Trade pressSlicast · September 23, 2026 at 21:09 UTC · Global · Source: Storyboard18
importance 78
Read the original
Related reports
Power & EnergyAI data centers are shifting from 480V to 800V DC power distribution to improve efficiency and reduce cooling load in dense GPU clusters.2026-09-24Power & EnergyBloom Energy announced a USD 3.6 billion infrastructure proposal to supply dedicated fuel-cell power generation for AI data centers, while facing pending regulatory proceedings.2026-09-24Power & EnergyCameco's 49%-owned Westinghouse agrees on engineering, procurement, and construction (EPC) terms for a nuclear power plant in Poland.2026-09-24Power & EnergyData centers using single renewable energy PPAs face price volatility; diversified clean power portfolios provide stronger hedges against price shocks.2026-09-24Power & EnergyPower systems manufacturer 2G Energy booked a 275 MW order for Energy Vault's thermal storage and power delivery systems supporting AI data center operations.2026-09-24
Hyperscale vendors' 2026 AI capex totals… · Slicast