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Main AI News

Model releases, launches, and the moves that matter.

AI's New Scarcity Is Power: Energy Vault Lines Up 1.25 GW for a Texas Hyperscaler

Energy Vault's new strategic agreement to deploy 1.25 GW of integrated power infrastructure for an unnamed hyperscaler's Texas AI data center puts hard numbers on the industry's changing bottleneck. The company expects $500 million to $600 million in revenue through the second half of 2026 and 2027. But the customer, commercial terms and execution details remain undisclosed, making this both a significant infrastructure signal and a project whose risks cannot yet be priced cleanly.

Marcus OkaforMarcus Okafor
Aug 8, 2026 10m

Chinese Models Desk

Tracking the labs and launches out of China.

Western AI Desk

OpenAI, Anthropic, Google, Meta — the labs shaping AI in the West.

Hardware Buying Guides

The best laptops, GPUs and rigs to actually buy.