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SoftBank Pivots To Power AI Data Centers

SoftBank Pivots To Power AI Data Centers

SoftBank Group is pivoting directly into the power side of AI, launching a new battery and energy storage business explicitly aimed at data centers.

May 13, 2026

2 min read

Data Center Bottleneck Extends Power Upcycle

U.S. data center project pipelines currently far exceed projected 2025 construction capacity, with existing plans implying an effective backlog that would take years to clear at current build rates.

Apr 24, 2026

2 min read

Analysts Update Views on Microsoft and Amazon

AI and cloud spending pressures margins but fuels growth; Microsoft widens industry AI deals, Amazon targets cut.

Apr 20, 2026

4 min read