← /news·[MARKETS]·JUN 27·2 min read

Exelon Chief Executive Warns of U.S. Blackout Risk as AI Demand Outpaces Power Supply

The chief executive of Exelon has warned that the United States risks blackouts because electricity supply cannot keep pace with surging demand, and has argued that higher bills for consumers are the price of closing tha…

$Marcus Cole·NewsNTech

share //

$ cat source.txt

ft.com

← back to the feed Subscribe free

// related, decompiled

Tesla shares slide 11% as discount pricing squeezes profits while capex doubles on AI and robotics push

The unit economics of vehicle manufacturing leave little room for price concessions.

Owen Gallagher·2 minJUL 25

[MARKETS]02

AI spending signals send Tesla and Alphabet sharply lower

The constraint investors are now explicitly pricing is this: artificial intelligence infrastructure spending accrues upfront, at scale, and the revenue it is supposed to generate arrives later, with significant uncertain…

Marcus Cole·2 minJUL 25

[MARKETS]03

Cloud gaming's subscriber acquisition gap pushes Amazon and Microsoft toward separate models

The first-session gap has defined the ceiling for cloud gaming since the category emerged: to reach a new player, a service must clear the hardware prerequisite and the subscription decision before a single session occur…

Mara Whitfield·2 minJUL 25