EPRI has introduced Flex MOSAIC, a new framework designed to classify and standardize the flexibility of large electric loads like data centers. This initiative aims to reduce the time it takes for data centers to get connected to power by providing a common language and criteria for flexibility based on response magnitude, timing, duration, and frequency. The framework helps utilities, regulators, and developers coordinate better, potentially shortening interconnection timelines and improving grid reliability and planning. With growing demand from AI and data centers, this framework supports faster, more reliable power access without compromising affordability or grid stability.
AI remains a major market driver with significant infrastructure investments expected through 2028. Investors can gain diversified exposure to AI growth via ETFs like Vanguard Information Technology (VGT), VanEck Semiconductor (SMH), and Global X Art...
The global Edge AI software market is projected to grow from $2.40 billion in 2025 to $8.89 billion by 2031, at a CAGR of 24.4%. This growth is fueled by rising demand for real-time AI decision-making, localized data processing, and intelligent edge ...
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in the US, raising its total US investment to $265 billion to meet rising AI chip demand. This expansion could add four new advanced facilities to its Arizo...
NVIDIA is pivoting its growth strategy from GPUs to CPUs, targeting a new $200 billion market with its Vera CPU. This shift follows the loss of China data center revenue due to U.S. export restrictions, which the company now writes off. NVIDIA expect...
TSMC's better-than-expected Q2 earnings and increased capital expenditure highlight strong demand for AI and high-performance computing, which are crucial for Nvidia's growth. The ramp-up of TSMC's advanced N3 process and a higher HPC product mix sup...
