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Emerald AI secured $150 million with backing from NVIDIA to address AI data center power constraints. Partnering with Digital Realty, they are developing a 100-megawatt Virginia facility due online t…
Caterpillar's sales surge past $20 billion, driven by 72% growth in power generation amid massive data center demand. Backlogs stretch toward 2030, but analysts warn that at $805 per share, rich valu…
Skyworks Solutions confirmed its proposed merger with Qorvo is on track to close this year after clearing key U.S. antitrust waiting periods. The combined semiconductor company targets $500 million i…
Eaton's rally highlights high-beta exposure to the AI data center boom. Trading at 42.8x earnings, ETN amplifies S&P 500 swings with 180% downside capture. While a 307-gigawatt backlog supports long-…
Barometer Capital Management highlighted Caterpillar in its Q2 2026 investor letter, citing robust demand in mining, construction, and data center power generation. Despite macro volatility and risin…
South Korea is nearing a $100B-plus U.S. energy deal to finance up to eight nuclear power plants and natural gas projects to support expanding AI infrastructure, stemming from bilateral trade commitm…
Peter Thiel's Thiel Macro disclosed a $418.67 million portfolio, establishing Amazon (AMZN) as its largest position at $117.98 million (28% of assets). The bet targets AI energy bottlenecks, focusing…
Caterpillar is benefiting from surging data center power generation demand, boosting its order backlog to $72 billion. However, capacity expansion and tariff headwinds have compressed operating margi…
Nebius and IREN highlighted differing AI infrastructure strategies, posting strong compute growth. Nebius secured a $27 billion Meta agreement, while IREN pivoted from crypto mining backed by a $3.4 …
FuelCell Energy reported Q3 2026 results, highlighting growing data center power backlog and delivering two carbon capture modules to ExxonMobil's Rotterdam facility. Despite expanding total backlog …
Big Tech faces severe infrastructure bottlenecks as data center power, land, and cooling demands surge. For hyperscalers like Alphabet, escalating capital expenditures ahead of realized AI revenues p…
Bloom Energy will join the S&P 500 effective September 21, driven by surging Q2 revenue and rising demand for AI data center power solutions. While index inclusion and hyperscaler partnerships boost …
Mark Zuckerberg lobbied Donald Trump against a proposed FINRA-style AI oversight body advocated by Google DeepMind CEO Demis Hassabis. The administration faces conflicting approaches regarding AI saf…
Bloom Energy raised revenue guidance amid surging AI data center demand for its solid-oxide fuel cells. Expanding partnerships with Oracle and server makers highlight robust capital investment in AI …
A broad risk-on rally lifted markets, pushing the S&P 500 up 1%. High-beta fuel cell names surged, led by Bloom Energy climbing 8% on AI data center power momentum, while peers Plug Power and FuelCel…
Sands Capital highlighted Bloom Energy in its Q2 letter as a critical data center power provider for the ongoing AI buildout. The fund outperformed benchmarks driven by robust AI infrastructure growt…
Alphabet's Google is partnering with PG&E, Tesla, and Sunrun to fund the SHARE initiative, creating a virtual power plant connecting 21,000 smart home energy devices in California to support surging …
Nvidia is pioneering the transition to 800-volt direct current power architecture for next-generation AI infrastructure alongside major tech partners. The move drives high-efficiency hardware adoptio…
Eos Energy surged following a clean energy collaboration with Google and MN8 Energy to power Google's data centers. The planned solar and long-duration battery storage projects will support Google's …
Google partners with Eos Energy Enterprises and MN8 Energy to deploy zinc-based battery storage for its West Virginia data centers. The long-duration storage project aims to enhance regional grid sta…