The rapid expansion of artificial intelligence (AI) data centers is driving significant changes in energy infrastructure across multiple regions. In Europe, the growing demand for power and cooling from AI data centers is prompting utilities to retrofit aging coal plants, many of which are scheduled to shut down by 2038, rather than constructing new facilities. Meanwhile, in the Gulf region, regional authorities have projected that the current water infrastructure is insufficient to support the planned expansion of AI data centers without major upgrades or the adoption of alternative cooling technologies. In Texas, Hyundai is partnering to develop a nuclear-powered data center, reflecting a move toward advanced energy solutions for AI workloads. On the technology front, Arteris has secured a licensing deal with AMD to provide its FlexGen network-on-chip (NoC) intellectual property for AMD's next-generation AI chiplet designs. This technology will be integrated with AMD's Infinity Fabric to enhance data movement across chiplet-based systems, spanning from data centers to edge devices. Following the announcement, Arteris shares surged 57%. Additionally, there is potential increased demand for inverter-based generators from TGEN, which may become suitable for AI data center power needs. Separately, China is experiencing rapid growth in renewable energy capacity, particularly solar and wind, but the grid is struggling to absorb the surplus, leading to increased waste despite the boom in renewables.