AI & Enterprise

Energy emerges as real beneficiary amid AI boom as money flows into power and transformer markets

As investment enthusiasm for AI startups continues, data centre power shortages are emerging as a new opportunity. Venture capital funding for AI has exceeded $500 billion over five years, but many planned data centre projects face delays due to limited electricity supply. Big tech companies are moving to secure power through renewable and on-site generation, while interest is rising in long-duration storage and solid-state transformers to manage higher-density demand.

World

Trump delays Iran power plant strikes for 5 days, says talks under way

U.S. President Donald Trump said he ordered a five-day delay of military strikes on Iranian power plants and energy infrastructure, citing what he called productive talks over the past two days aimed at resolving hostilities in the Middle East. Iran’s state media rejected the claim, quoting an unnamed senior security official as saying no direct or indirect negotiations had taken place. Markets rallied on the news and oil prices fell.