数据中心供电
The practice of directly securing generation or distribution capacity for large GPU clusters to bypass grid interconnection queu
Infineon closed fiscal 2026 with revenue of EUR 16.35 billion, up 12% year over year, and operating profit up 46%, with the fourth quarter setting multiple records. Management flagged data-center power, energy infrastructure, electric mobility and software-defined vehicles as core growth drivers, alongside robotics and edge AI as emerging markets.
Anthropic has taken over a 1.7GW heavy-duty gas generator order that OnePWR Solutions placed with Caterpillar, paying $3.4 billion in what is the largest power-equipment purchase by an AI company to date. The deal shows AI firms bypassing utilities to secure electricity directly, mirroring xAI's turbine purchases and Alphabet's acquisition of an energy developer.