China's solar passed coal by one gigawatt. Musk cited the build at the G20. It's down 66%
China's installed solar capacity passed coal for the first time at the end of July, by one gigawatt out of more than 1,280. The more useful number sits underneath it. Installations fell 66% in the first half of 2026, and the industry association has the full year heading for the first annual contraction since 2019.
AI GPU arrives in weeks. The power gear behind it takes years: GE Vernova (GEV), Vertiv (VRT), Eaton (ETN), Quanta (PWR) and Powell (POWL)
The chip is the easy part. Data centers are stuck waiting on turbines, transformers and switchgear that take years to build. Here's what GE Vernova, Vertiv, Eaton, Quanta and Powell each sell into that shortage, and how big their order books have gotten.
The new US import ban covers cotton, tomatoes, and the capacitor supply chain behind AI servers
DHS added 43 Chinese companies to the UFLPA Entity List on July 31, 2026. Two of them sit in the aluminum electrolytic capacitor chain, the parts that fill AI server power supplies. Nichicon and Nippon Chemi-Con had already raised prices in June, citing aluminum foil costs.
Inside the AI hardware stack, from Nvidia's chips to the grid that powers them
An AI data center is seven layers of hardware: GPUs, memory, storage, CPUs, networking, manufacturing, and power. Here's the full map, with the public companies behind each layer and where the bottlenecks actually are.
Made in America stocks: how to build a reshoring portfolio
A plain-English guide to the reshoring trade: the steel, machinery, power, automation, and chip stocks behind the Made in America push, and the catch the headlines skip.
The AI stock map: every layer of the trade, from sand to software
A top-to-bottom deep dive on the AI supply chain, from the machines that make the chips down to the hyperscalers writing the checks, and how every layer pushes and pulls on the others.