Entries by carbonfund

Amazon (AMZN) Stock Rises as It Bets on Geothermal Power with AI Data Centers Triggering a New Energy Supercycle

Amazon is accelerating its push into carbon-free energy as artificial intelligence (AI) drives a massive new wave of electricity demand. The company announced plans to invest in 700 megawatts (MW) of clean energy projects in Nevada. This will help support future data center operations near Reno. The portfolio includes 100 MW of geothermal energy from […]

BMW Hits 2M EV Milestone as Volkswagen Faces €1.5B Carbon Compliance Crisis

Europe’s two largest automakers, BMW and Volkswagen, are moving in very different directions on electric vehicles and emissions compliance. One is scaling EV production at speed. The other is facing rising regulatory costs linked to carbon targets. Together, their latest results highlight a shifting global auto industry. Growth in electric vehicles is accelerating. But so […]

What Xpansiv’s Latest Investor Update Reveals About the Future of Carbon and Electricity Markets

Ahead of its May 25 annual general meeting, Xpansiv released an investor update that shows where global environmental markets may be heading next. The report highlights a major shift inside one of the world’s largest environmental commodities platforms. Carbon markets are still important, but electricity-linked infrastructure is now becoming a bigger part of the business. […]

Google’s Wild AI Strategy: 500 MW Solar Deal and Potential SpaceX Orbital Data Centers

Google’s parent, Alphabet Inc., is expanding its artificial intelligence (AI) infrastructure strategy on two fronts: securing massive renewable energy supplies on Earth and exploring future data centers in space. The company just signed a 500-megawatt (MW) solar power deal in Texas with Linea Energy. This will help meet the rising electricity needs of its U.S. […]

Oklo (OKLO) Reports Q1 Financial Results: Stock Climbs as It Expands AI-Nuclear Push With NVIDIA and Advances Reactor Licensing

Oklo reported its first-quarter 2026 financial results along with several major business and regulatory updates. The company is still pre-revenue and posted wider losses during the quarter. However, investors focused more on Oklo’s growing reactor pipeline, faster regulatory progress, and new partnerships linked to artificial intelligence (AI) infrastructure. Oklo is becoming part of two major […]

15 Billion Pounds of Nickel: Nikolai Emerges as a Strategic U.S. Critical Minerals Giant

Disseminated on behalf of Alaska Energy Metals Corporation The global race for critical minerals is entering a decisive phase. As countries accelerate clean energy adoption and strengthen defense readiness, the need for secure and domestic supply chains has become urgent. The United States, in particular, is working to reduce its dependence on foreign sources for […]