Storage, fusion, and powering an increasingly hungry industry.
City Labs' BOHR reached orbit this week carrying a tritium battery decades old in principle. What's actually new is a piece of paper — and the paper may be worth more than the payload.
The honest number in Google's 2026 environmental report isn't the one it leads with. It's the gap between the electricity Google bought on paper and the electricity the grid actually burned to keep its AI running.
The largest corporate investment pledge in Korean history is mostly chip fabs and AI data centers. The country they sit in is an electrical island, importing almost all its fuel, with more than half its planned grid upgrades already delayed. The cheap part was the won.
A new US facility will try to build the first full-scale fusion breeding blanket — the part that has to survive the neutrons, capture the heat, and make its own fuel. That it is only now being designed tells you how far "net energy" still is from a power plant.
HBM4E is 16 gigabits a second per pin. It is also more than 20 percent more power-efficient and 17 percent cooler, and inside an AI data centre that second pair of numbers is the one that shows up on the electricity bill.
Schneider Electric and Foxconn want to stamp out power-and-cooling modules the way Foxconn stamps out servers. It compresses the build. It does not move the number that actually gates AI: megawatts you can get to the site.
OpenAI caught China-linked accounts amplifying America's data-center backlash. The comfortable lesson is that the backlash is manufactured. Learn that lesson and you lose both the information fight and the siting fight.
The AI1 satellite is a real engineering answer to a real grid problem. Whether it ever deploys comes down to the oldest number in energy: cost per kilowatt-hour, delivered.
Washington just finalized a national plan to put fusion on the grid within a decade. The science behind it is real and the document is unusually honest — which is exactly why its most truthful sentences are the disclaimers.
Most of the US data-center capacity promised for 2026 and 2027 has not broken ground. Not for want of chips or money, but because the grid runs on a slower, more physical clock than capital does.
