AI data center builders and power suppliers are down a median 23% since Oct 6, versus 5% for Big Tech, even as transformer supply runs about 15% short. GE Vernova, Quanta and Eaton all report within a week. #AI#DataCenters#Power
India says coal deliveries to power plants hit a record 2.6 million tons a day and supply will soon normalize, after 96 plants were left with just three days of stocks as weak hydro and rising demand strain the grid. #India#Coal#Power#Energy
India's coal squeeze is deepening: 96 coal power plants, about half the fleet, have just three days of stocks, up from 60 in mid-September, per government data cited by Reuters, as warm weather lifts power demand. #India#Coal#Power
German electricity startups are folding as wholesale prices soar. Grüüün ends service for ~200,000 homes by Oct 31; Stromee also exited. EEG 2027 plans and rising grid fees broke their pricing. #Germany#Energy#Power#Electricity
DOE announces a $100B private AI hub at Kentucky's old Paducah uranium site. Brookfield will build a 1.8 GW data-center campus; NextEra adds 2 GW of gas power and 2.6 GW of batteries, with a 2032 target. #AI#Energy#DataCenters#Power
