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American Electric Power

Featured in 2 tracked stories · first seen 6 days ago

Situations

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AI‑driven semiconductor shortage and boom

440 clusters · 1437 sources · last updated about 17 hours ago

Latest: AMD's AI boom offsets gaming slump amid global RAM shortage

Analysts warned early in 2026 that AI workloads were straining the semiconductor supply chain, prompting multi‑billion‑dollar fab expansions by TSMC, Samsung and SK Hynix and the US‑backed Terafab project. Memory‑chip pr

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Bloom Energy expands AI partnership, posts record Q2

30 clusters · 54 sources · last updated 1 day ago

Latest: Bloom Energy fuel cells and coal power fuel AI data center surge

Bloom Energy’s solid‑oxide fuel‑cell business remains the leading power source for AI data centres in 2026. After a July sell‑off that erased almost 40 % of its late‑June peak, the company posted a record second‑quarter