Expanding its X-energy deal, Amazon funds 12 unproven SMRs for Indiana, but no US small reactor is operating and the mid-2030s timeline is far from locked.

Analyst sees $8.5T needed to justify AI datacenter capex, but only $3.6T in revenue coming, forcing a brutal shake-out.

The Dutch chip-equipment giant's forward order interest signals AI-driven demand for advanced lithography is built to last well past this cycle.

The Dutch chip-equipment giant just told investors its supply plans fall short for two straight years, and customers are already booking for 2030.

A two-day post-IPO comment on X frames a trillion-dollar pace by 2030, with implications for investors and regulators.