Topic: execution risk
-
Fervo Energy’s $1.33B IPO is largest climate-tech listing of 2026
Fervo Energy launched its IPO on Monday, offering 55.5 million shares at $21-$24 each, aiming to raise up to $1.33 billion,the largest climate-tech IPO of 2026,for its enhanced geothermal systems business, with pricing expected the week of May 11. The company's enhanced geothermal technology, whi...
Read More » -
NVIDIA takes $2.1bn IREN stake in 5GW AI data-centre deal
NVIDIA committed up to $2.1 billion to IREN through a strategic partnership, using a five-year warrant for shares rather than a direct equity raise, with the chipmaker gaining both partner and shareholder status. The deal prioritizes IREN's Sweetwater campus in Texas, which already has 2GW of pla...
Read More » -
Thailand approves $29B in projects, including TikTok data-centre expansion
Thailand approved six major projects worth $29 billion, including TikTok's $25 billion data-center expansion, positioning the country as a key hub for regional AI infrastructure. Beyond TikTok, other approvals include a $1.4 billion data-center by UAE-based DAMAC Group and a $100 million AI cloud...
Read More » -
Is the AI Bubble Real? What You Need to Know
The AI market shows signs of a speculative bubble, with industry leaders like Google's CEO acknowledging market "irrationality" and cautioning that all companies are vulnerable to a correction. A massive and potentially unsustainable investment boom is focused on building physical data center inf...
Read More » -
Intel raises $20B to fuel foundry challenge to TSMC
Intel announced a $15 billion common-stock offering (up to $20 billion with overallotments), priced at ~$95 per share, to fund its foundry business amid a near-tripling of its stock in 2026 and surging AI-driven demand. The proceeds will support new manufacturing facilities, advanced packaging, a...
Read More »