Google is chipping away at chip giant Nvidia’s lead in AI. Nvidia’s shares fell Tuesday after The Information reported that Meta is in talks to use Google’s AI-specialized chips — an alternative to Nvidia’s — for its data centers. It comes shortly after praise for Google’s latest Gemini AI model, which may “be a subtler...

Electricity demand in the United States is rising—along with prices. After nearly a decade of flat growth, the US Energy Information Administration projects that annual demand across the United States will grow 2.4 percent in 2025 and 2.6 percent in 2026. Meeting that demand affordably poses a formidable challenge. Oil and gas markets are volatile, while renewables...

The looming threat of Foreign Entity of Concern (FEOC) compliance is set to create stranded energy storage assets by jeopardizing tax credits for projects reliant on certain Chinese-sourced components after 2025.