Tower Semiconductor ships 5 million photonic chips as AI data centers race to ditch copper

A solar and home energy storage company is expanding into AI data centers, but not by building one - instead, it's offering to pay its customers to put its compute units in their homes. Sunrun is launching a pilot program for a new "distributed AI compute" program that will "place numerous compute nodes in homes equipped with Sunrun solar and battery storage systems." Customers will be "compensated" for participating in the pilot program. Sunrun plans to sell the distributed compute power from the nodes to "enterprise compute buyers," like AI companies. It's a new approach to finding resources and space for AI compute infrastructure, as da … Read the full story at The Verge.

The nuclear investment aims to secure energy for AI growth, potentially reshaping energy policy and impacting industries reliant on stable power. The post Trump administration commits $17.5 billion in loans for nuclear reactors to power AI data centers appeared first on Crypto Briefing.

AI companies want to capture the value created by entire industries. That concentration of wealth and power is society’s greatest risk Opposition to AI datacenters has emerged as a primary theme in US politics, one that – surprisingly – doesn’t fall along party lines. We applaud people coming together for constructive debate on any issue, and agree that communities need to evaluate whether any economic benefits these datacenters bring is worth their costs. Still, we worry that a focus on datacenters obscures the larger impacts of AI on people’s lives: the concentration of power of AI companies, and their widespread political and financial influence. Local datacenter opposition is grounded in legitimate concerns about misallocation of land resources when housing is at a premium, pressures on already higher energy prices, and localized environmental impact. Unlike other resource-consuming and polluting industrial facilities, datacenters produce very few jobs. The fact that US opposition

The integration of private debt into mutual funds and retirement accounts could increase risk exposure and complexity for retail investors. The post Mutual funds increasingly channel private debt from AI data centers appeared first on Crypto Briefing.

The post Bitcoin miners have until 2027 to prove they deserve power on America’s overloaded grid appeared on BitcoinEthereumNews.com. Bitcoin miners are facing a real-world test of their ability to improve the electricity grid. The US Energy Information Administration projects electricity consumption will climb from 4,195 billion kilowatt-hours in 2025 to 4,269 billion in 2026 and 4,399 billion in 2027. The agency ties the increase to AI data centers, cryptocurrency operations, and broader electrification, and both years would set records for the country. The two-year climb adds 204 billion kilowatt-hours to the grid, equal to about 23.3 gigawatts of continuous average load. The number arrives alongside a first for the sector: commercial electricity use overtakes residential demand in 2026, at 1,550 billion kilowatt-hours against 1,508 billion for households, a gap of 42 billion kilowatt-hours. Miners have spent years competing against each other for cheap power contracts, and the 2026

The post AI data centers drive Rust Belt factory power bills to record highs appeared on BitcoinEthereumNews.com. Manufacturers across the US industrial heartland are taking up record electricity costs as AI data centers crowd onto the same regional grid, with one Ohio brickmaker watching a single monthly charge climb from $1,600 to $12,000, according to a Reuters review of energy data and interviews with about a dozen firms. This rising cost is concentrated inside the territory run by PJM Interconnection, the largest US grid operator, stretching from New Jersey to northern Illinois and reaching south to Tennessee. Five of the eight states currently seen as emerging data center hubs sit in the Rust Belt, per Synergy Research Group, and a single server warehouse can draw as much power as a mid-sized town. Capacity charges are the main issue The hardest hit to these factories is the capacity charge, a fee paid to generators to ensure supply remains available for peak demand. For househol

Revised transaction structure enables immediate closing, accelerating the Company’s strategic pivot toward AI data centers, enterprise GPU compute, and digital power infrastructure. Envirotech Vehicles, Inc. (NASDAQ: EVTV) (“EVTV” or the “Company”) today announced the successful completion of its merger with Azio AI Corporation (“Azio AI”) on July 2, 2026, paving the way for the Company to transform to an AI Datacenter Provider and meeting the growing market demand for artificial intelligence (“AI”) infrastructure, enterprise GPU compute, digital power solutions, data center development, and digital asset infrastructure; a market that the International Data Corporation (IDC) projects will reach $487 billion in global spending in 2026 and exceed $1 trillion by 2029.[1] The transaction marks a defining milestone in the Company’s strategic transformation and establishes the foundation for its next phase of commercial execution and long-term growth. The parties amended the proposed transac

Revised transaction structure enables immediate closing, accelerating the Company’s strategic pivot toward AI data centers, enterprise GPU compute, and digital power infrastructure. Envirotech Vehicles, Inc. (NASDAQ: EVTV) (“EVTV” or the “Company”) today announced the successful completion of its merger with Azio AI Corporation (“Azio AI”) on July 2, 2026, paving the way for the Company to transform to an AI Datacenter Provider and meeting the growing market demand for artificial intelligence (“AI”) infrastructure, enterprise GPU compute, digital power solutions, data center development, and digital asset infrastructure; a market that the International Data Corporation (IDC) projects will reach $487 billion in global spending in 2026 and exceed $1 trillion by 2029.[1] The transaction marks a defining milestone in the Company’s strategic transformation and establishes the foundation for its next phase of commercial execution and long-term growth. The parties amended the proposed transac