Data Center
Results Review - Caterpillar, big beat, once again confirmed data center strength
Caterpillar just reported second-quarter 2026 results this morning (August 4) — and this is a genuinely enormous beat, with the company crossing $20 billion in quarterly revenue for the first time in its history - partly confirming the huge demand of power generation in data center.
Results Review - Bloom Energy, record 2Q2026, "Without power, chips are just inventories"
Bloom Energy Shares Soar on Back of AI Power Demand post 2Q2026 results. "Without power, chips are just inventories". Could this company be the power-layer behind AI infrastructure?
Volts to Intelligence - Meta to Build First Data Center in Canada, Expanding Global Fleet
Meta Platforms Inc. will invest around $10 billion to build its first data center in Canada as the company expands its infrastructure to support its artificial intelligence ambitions.
Volts to Intelligence - The Compute Gold Rush: What Meta's Bet Reveals About the Future of AI Compute Demand
Reading the trajectory of AI infrastructure demand through the industry's purest and riskiest case study - forming consensus of your own.
Volts to Intelligence - Data centre electricity use surged in 2025, even with tightening bottlenecks driving a scramble for solutions
Summary: A report from IEA shows that data center electricity use surged in 2025, turning power access into one of the most important constraints on the AI boom. The AI trade has usually been framed around chips, models and capital. But the International Energy Agency’s latest report points to
