US said to consider requiring permits for global AI chip sales by Nvidia and AMD

US drafts rules to require approval for nearly all AI chip exports worldwide, impacting Nvidia/AMD and data centers.

Explainer-What is in the EU's buy-European law?

By Kate Abnett and Philip Blenkinsop BRUSSELS, March 4 (Reuters) - The European Commission proposed rules on Wednesday requiring that when public money is spent on manufacturing or buying electric ...
pv magazine International

European Commission proposes Made in EU requirements for solar inverters, cells

The Industrial Accelerator Act says solar projects awarded through public procurements or other public support schemes would need to feature Europe-made solar inverters and cells within three years ...

Exclusive: Anthropic investors push to de-escalate Pentagon clash over AI safeguards, sources say

By Deepa Seetharaman, Krystal Hu and Jeffrey Dastin SAN FRANCISCO, March 4 (Reuters) - Some Anthropic investors are racing to ...

Yokogawa to Provide Power Plant Controller and Batteries for Cosmo Eco Power’s Wind Power Plant in Northern Japan

Cosmo Eco Power’s wind power plant will be capable of generating 94.6MW of electricity and is expected to start operation in 2029.
Opinion

3 Huge Market Risks That Keep Me Up At Night

I have an overall bullish outlook on the market, but I highlight the 3 risks investors should watch out for: AI disruption, CapEx hangover, and credit contagion. Read the full analysis here.