FCEL and AI Data Centers: Can 12.5 MW Blocks Drive Scale?
FuelCell Energy bets on 12.5 MW modular blocks to power AI data centers, but scaling depends on converting proposals into contracts and ramping output. [...]
Google disclosed a $94 billion SpaceX stake — and almost all of it is locked up
About $80 billion of Google's SpaceX stock is subject to short-term selling restrictions, with another $14.1 billion locked up through the third quarter of 2027 [...]
Apple is reportedly looking to buy chips from a US-blacklisted Chinese company
Apple is seeking clearance from the Trump administration to buy chips from a company linked to the Chinese military, according to Financial Times. [...]