Google Signs 3,590 MW Constellation Deal: 890 MW of New Nuclear
Google and Constellation signed a 3,590 MW deal on Oct 6, 2026: 890 MW of new nuclear from uprates at 11 reactors plus 2,700 MW of supply. What it powers.
·14 min read
Topic
Energy
11 articles
AIGeopoliticsTech IndustryDeveloper ToolsCybersecurityInfrastructureAI InfrastructureAI ModelsSemiconductorsCloud InfrastructureWeb DevelopmentBreaking News
Iran Hormuz Service Fees Live June 5 — PGSA, Sanctions Risk
June 5, 2026: Iran says Hormuz navigation and security fees replace free services. PGSA clearance required; OFAC warns payments risk sanctions.
·10 min read
Oil Hits $109 as Iran Strikes Gulf Refineries — Trump's Monday Ultimatum
Iran struck refineries across Kuwait, UAE and Saudi Arabia. Oil jumped to $109 per barrel. Trump's Monday Hormuz ultimatum and what the energy spike means for airlines, data centers, and semiconductor fabs.
·7 min read
Hormuz Strait: 20% of World Oil, LNG, and Tech Infrastructure Risk
One-fifth of world oil and much LNG flows through Hormuz. Chokepoint mechanics, 2026 market impact, and why data centers, fabs, and cloud regions care.
·11 min read
Trump Delays Iran Power Plant Strikes 5 Days: Oil, LNG, and Cloud Infrastructure Impact
Trump paused Iran strikes for 5 days on March 23 as Kushner and Witkoff negotiate. Oil fell from $126 peak. Strait still closed, 20% of global LNG offline, data centers exposed.
·8 min read
Ras Laffan Force Majeure: 20% of Global LNG Offline and What It Costs Cloud
QatarEnergy declared force majeure at Ras Laffan — 20% of global LNG offline. Asian LNG hit $25.40/MMBtu. Here's what it means for data center energy costs and AI infrastructure.
·9 min read
Qatar Expels Iran's Diplomats, Halts All Gas Production: The Gulf War's Tech Breaking Point
Qatar expelled Iran's military attaches and halted all LNG production after Iranian missiles struck Ras Laffan. Gulf states say "price must be paid." Here is the full tech and semiconductor supply chain impact.
·8 min read
Iran War Kills 10M Barrels/Day: How the Gulf Crisis Is Wrecking Tech Supply Chains
The 2026 Iran war triggered the largest oil supply disruption in history — 10 million barrels per day gone. Brent hit $110. Qatar helium is down one-third. Here is the full tech and semiconductor impact.
·8 min read
Iran Strikes Saudi, Qatar and UAE Energy Sites: Oil Hits $119, Chips Delayed
Iran attacked Gulf energy sites on March 19 including Qatar's Ras Laffan LNG hub, pushing Brent crude to $119 and cutting global air freight capacity 9%, delaying semiconductor shipments.
·8 min read
Hormuz Closure Pushed LNG Up 60% and Is Making AI Compute More Expensive
The Strait of Hormuz has been disrupted since Feb 28, 2026. Brent crude hit $126/barrel. European LNG rose 60%. AI data centers burning gas are now paying significantly more to run.
·7 min read
The Power Wall: How Energy Grid Constraints Are Becoming the Biggest Bottleneck in the AI Data Center Boom
AI data centers are consuming electricity at a rate that is straining power grids worldwide. US data center demand may hit 9% of national electricity consumption by 2030. Here is the global energy constraint crisis hitting AI infrastructure and what it means for cloud costs, deployment locations, and the future of AI compute.
·8 min read