Market Pulse
Featured Story
INTERVIEW SERIES: AI’s Power Crunch Echoes Bitcoin Mining’s Efficiency Push
Bitcoin miners have used firmware to adjust chip settings and extract more (or sometimes less) hashrate from limited electricity supplies. AI infrastructure operators face a familiar calculation: how to produce more computing output when additional power is difficult to obtain.
Alice Huang Touted Nvidia Chip Access in AI Investment Pitch, FT Says
Alice Huang, the businesswoman whom US intelligence reportedly suspects of spying on Nvidia Chief Executive Officer Jensen Huang for China, sought investment for a Southeast Asian data center project by promoting her access to Nvidia processors and her commercial ties to Alibaba, the Financial Times reported.
1h ago
Constellation Secures 1,000 MW of New Emissions-Free Power Generation
Baltimore-based Constellation Energy Corporation (Nasdaq: CEG) reported its financial results for the third quarter of 2026 on November 9, 2026. The company disclosed that during the period, it finalized agreements that will contribute more than 1,000 megawatts (MW) of new, emissions-free generation capacity to the electrical grid. These agreements are part of the company's stated effort to address increasing power demand from a growing economy while maintaining service for existing customers.
2h ago
NRG Energy Agrees to $4B Natural Gas Asset Divestiture to LS Power
On November 9, 2026, NRG Energy, Inc. (NYSE: NRG) confirmed a definitive deal to sell a portfolio of six natural gas generation facilities to LS Power. The transaction involves a $4 billion cash payment, though the final proceeds may vary based on customary closing and working capital adjustments. According to the company, the sale price implies a valuation multiple of 8.0x based on 2027 estimated Enterprise Value to Adjusted EBITDA.
2h ago
Norway Pauses Data Center Grid Reservations as AI Power Demand Surges
Norway has suspended new grid-capacity reservations for data centers as the government announced plans for a licensing system to exert greater control over the industry’s expansion.
2h agoTEM Explainer Series
Most Read
- 1
Alice Huang Touted Nvidia Chip Access in AI Investment Pitch, FT Says
- 2
Google Buys Crusoe’s Wyoming Site for Planned $17 Billion Data Center
- 3
Norway Pauses Data Center Grid Reservations as AI Power Demand Surges
- 4
Nscale, Nordkraft Form Venture to Run Narvik AI Data Center
- 5
Anthropic IPO Valuation Estimates Fall to $1.3 Trillion: Report
Nexus Pillars
Comprehensive Company Coverage
From Vistra and Constellation to CoreWeave and NVIDIA. We track the entire supply chain from fuel to floating-point operations.