OpenAI's CEO Sam Altman characterized the explosive AI bot network Moltbook as a probable fad during the Cisco AI Summit, while asserting that the autonomous agent technology powering it represents a lasting shift. His comments come amid security concerns and a broader debate on AI's evolving role.
The energy technology giant is significantly scaling up its manufacturing and R&D footprint across Charlotte, Raleigh, and Winston-Salem, citing surging demand from data centers and industrial electrification.
Meta Platforms' latest earnings reveal a staggering $115-135 billion AI infrastructure investment plan for 2026, alongside a $36.57 billion stock shelf registration. The move intensifies the debate on whether massive spending will fortify its ad empire or strain its financials amid growing regulatory pressures.
Micron Technology is undergoing a profound transformation, pivoting decisively from consumer memory to become a powerhouse in high-bandwidth memory (HBM) for AI. With its 2024 HBM supply already sold out and massive fab investments in Singapore and Taiwan, the company is staking its future on the insatiable data center demand.
The global energy technology giant is significantly scaling up its manufacturing and R&D footprint across Charlotte, Raleigh, and Winston-Salem, citing surging demand driven by data centers and electrification.
A sharp sell-off in major technology stocks pressured U.S. equity benchmarks Tuesday, while precious metals staged a dramatic rebound. The Nasdaq led declines, falling over 2%, as PayPal's weak outlook sparked sector-wide concerns.
Western Digital's strategic pivot to become 'WD' and focus on AI infrastructure is delivering massive returns, with quarterly revenue hitting $3 billion and shares soaring on renewed investor confidence.
Micron Technology's shares surged over 45% in January, driven by insatiable AI-driven demand for high-bandwidth memory (HBM). With 2026 supply already sold out and earnings projected to quadruple, the chipmaker is strategically pivoting to cement its lead in a tightening market.
Oracle is preparing a massive capital raise of up to $50 billion to fuel its AI and cloud infrastructure expansion, alongside potential large-scale job cuts and a strategic review of its Cerner healthcare unit, marking a pivotal moment in its competition with cloud giants.
Siemens Energy is making a major investment in its North Carolina manufacturing footprint, committing $421 million to expand operations and create approximately 500 new jobs focused on building critical energy infrastructure.
Blackstone President Jon Gray warns that AI-driven disruption is a paramount concern for the $1.27 trillion asset manager, urging a focus on infrastructure investments as the safest play in the transformative trend.
Hubbell Incorporated capped off a robust 2025 with a strong fourth quarter, reporting double-digit sales and profit growth. The electrical equipment manufacturer is riding a wave of investment in grid infrastructure and data centers, positioning it for another year of solid performance in 2026.
AIxCrypto (AIXC) and the Sei Development Foundation have entered a strategic collaboration aimed at exploring the integration of artificial intelligence with high-performance blockchain infrastructure, targeting the next wave of decentralized applications.
The crypto miner turned infrastructure player has acquired two high-capacity sites in Kentucky and Maryland, boosting its total planned capacity to 2.8 gigawatts as it capitalizes on the soaring demand for compute and power.
Somaliland's President tells Reuters he anticipates a swift trade agreement with Israel, the first nation to recognize its independence, with critical minerals like lithium on the table in exchange for technology and investment.
Eaton Corporation posts solid fourth-quarter results but tempers 2026 earnings expectations, even as it deepens its strategic partnership with Flexnode to capitalize on the booming AI data center infrastructure market.
As Europe's industrial decarbonization push intensifies, major offshore carbon capture and storage (CCS) projects are moving from blueprint to reality. From the North Sea to the Mediterranean, new infrastructure is taking shape, setting the stage for critical discussions at the upcoming DECARBON 2026 congress in Austria.
In a major boost for American clean energy infrastructure, LG Energy Solution Vertech and Qcells have solidified a multi-year pact to deploy utility-scale battery storage across Qcells' U.S. project pipeline, underscoring a strategic shift towards domestic manufacturing and supply chain resilience.
Despite posting robust cloud revenue growth and a significant earnings beat, Oracle shares have sharply underperformed the market. Analysts remain largely bullish, seeing a potential disconnect between current price and long-term prospects in AI and multicloud infrastructure.
Bloom Energy's solid-oxide fuel cell technology is emerging as a critical solution for powering the AI-driven data center expansion, driving record revenue and a staggering stock rally that continues into 2026.
