How the AI data center boom boosted Caterpillar's power and energy unit; generator sales are up 28% YoY through Sept. 2025, after growing 22% to $7.8B in 2024
Sales of generators are powering the manufacturing giant's fastest-growing segment and a race to help data centers skip the grid
The AI boom is delaying US municipal projects, as ~$4T in AI infra spending through 2030 shifts skilled construction workers to AI data centers
This is absolute madness. [embedded post] Danny Page / @danny.page : Opportunity Cost - noun: the loss of potential gain from other alternatives when one alternative is chosen. — “The opportunity c...
As Microsoft accelerates its AI buildout in rural Wisconsin, one community's vocal opposition led the company to withdraw plans for a proposed data center site
The village of Caledonia, Wisconsin, sandwiched between Chicago and Milwaukee along Lake Michigan, is dotted with corn and soybean fields … X: @emilyjashinsky and @veracityalways Bluesky: @jordannovet...
A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW
Record capital expenditures and data-center planning run up against the ground truths of physical infrastructure Bluesky: @mims , @justinhendrix , @carlquintanilla , and @jessefelder . Forums: r/techn...
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
The US AI data center boom is consuming capital, power, and people that the rest of the economy needs, and is crowding out Trump's manufacturing revival plans
Spending on factory construction is down 2.5% so far this year, while that for data centers is up almost 18%.
Shares of Japanese optical fiber maker Fujikura are up ~171% YTD, outpacing the Nikkei's 22% and lifting its market cap to $33B+ amid the AI data center boom
- Shares in optical fibre maker up 160% since start of 2025 — Founded in 1885, Fujikura started out making silk and insulated wires
A look at some US energy companies linked to AI infrastructure, such as Sam Altman-backed Oklo, whose stocks have soared despite having little to no revenue
Concept stocks with no revenue have soaring valuations — Forget about the froth in tech valuations. The real excess might be building up in energy stocks. X: @aaronback . LinkedIn: Gerard Reid and ...
Low prices, available land, and cooler weather are driving the data center boom in the Nordics, which have 1.5 GW of capacity live and 7.5 GW in the pipeline
Maggie Shiltagh / Bloomberg :
US nuclear, geothermal, and energy storage companies have found a lifeline in the AI data center boom after years of challenges such as high interest rates
Bloomberg :