According to CNBC... Morgan Stanley urges buying a key AI infrastructure stock on rising datacenter demand and GPU supply tightness.

According to gdb, OpenAI outlines responsible Texas AI infrastructure with renewable power, water stewardship, and community investment.

According to CNBC... Moody’s says unprecedented AI capex could pressure credit quality at Amazon, Meta, Alphabet, and peers due to rising debt and cash burn.

According to @CNBC, Roth Capital says Nano Nuclear could gain from AI datacenter power needs and rising electricity demand.

According to TheRundownAI, Panthalassa raised $140M to build wave-powered ocean AI data centers using seawater cooling and satellite links.