Member Info for wetherboy

AI & Power.

Small extract from the article:

“Meeting the power demands of AI infrastructure, reshoring, and electrification is a generational opportunity. Power has become the critical bottleneck for digital infrastructure buildout, and solving it takes expertise and dedicated people,”

That's weird. FT article wasn't behind a pay wall earlier but checked it again now and it is.

Https://www.ft.com/content/99ef6efa-9c0c-4886-84df-ed6570f33f2b?syn-25a6b1a6=1

Https://www.ispreview.co.uk/index.php/2026/05/openreach-expand-fttp-builds-for-two-project-gigabit-uk-broadband-contracts.html

Https://www.ft.com/content/c99feda2-e700-4207-a761-30f71f1cdec8

Guess it's looking ok today. X

Bit of a rise at the close. Do you think?

Interesting read. https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/how-rising-hyperscaler-reinvestment-impacts-power-growth-constraints/report.pdf

...coming up soon?

Https://www.ispreview.co.uk/index.php/2026/02/netomnia-agree-uk-broadband-merger-deal-with-owners-of-virgin-media-o2.html

Not sure about Spike!

Burger leaving is excellent news. He is an ar@e.

Https://www.ispreview.co.uk/index.php/2026/01/g-network-sell-london-uk-full-fibre-broadband-network-to-fitzwalter-capital.html

£1.88

Is it something to do with this that AI suggested? He's very near to 25%

Governance and Control:

>25%: Gives the ability to block "special resolutions," which require 75% approval to pass. Special resolutions are needed for major changes like altering articles of association or changing the company name.

'And'

Read this one. https://www.ft.com/content/959f4d98-f13e-41d2-9dea-7ced5774aa24

Https://finance.yahoo.com/news/ceo-world-largest-data-center-090000709.html

More general DC news. Some mention of power requirements.

Https://gizmodo.com/data-centers-in-texas-could-lead-to-blackouts-in-the-middle-of-winter-group-warns-2000691060

https://techcrunch.com/2025/11/16/how-much-of-the-ai-data-center-boom-will-be-powered-by-renewable-energy/

https://www.telegraph.co.uk/business/2025/10/03/america-looming-electricity-crisis-is-trumps-achilles-heel/

https://www.datacenterknowledge.com/energy-power-supply/the-global-energy-transition-what-it-means-for-data-centers

https://www.renewableenergymagazine.com/rose-morrison/ai-s-energy-awakening-the-urgent-need-20251125

Honda and Nissan relationships presumably no longer active but any evidence that Cummings is still ongoing? And what was the share price back then??