The AI buildout is running out of places to put its buildings, with more than 300 cities, towns and counties having banned or paused hyperscale data centers and $130 billion of projects blocked or delayed in the first quarter alone. The buildout's four biggest spenders, Amazon (NASDAQ: $AMZN), Microsoft (NASDAQ: $MSFT), Alphabet (NASDAQ: $GOOGL) and Meta (NASDAQ: $META), still plan to spend roughly $725 billion on that infrastructure this year, up 77% from a record 2025, and

Artificial intelligence has a problem that no algorithm can solve, and that problem is electricity. Every new data center, every training run, every real time query draws power on a scale that is beginning to strain the grids that feed it, and the companies building the AI economy are now hunting for energy wherever they can find it. So when Jensen Huang, the founder of NVIDIA (NASDAQ: $NVDA), walked through his vision for that energy future on the GTC keynote stage this year