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.