The article discusses how the AI boom is driving demand for infrastructure and energy solutions, highlighting stocks like Modine Manufacturing, bitcoin-mining companies, Williams, ProPetro, and utilities like Constellation Energy, which are positioned to benefit from the increasing power needs of advanced chips and data centers.
OpenAI and SoftBank are planning to invest $1 billion in a company that supplies energy and data centers, aiming to enhance infrastructure for digital and AI technologies.
OpenAI and SoftBank are investing $1 billion in SB Energy to support the expansion of AI infrastructure, including building a large data center in Texas, as part of a broader strategic partnership and the Stargate initiative aimed at scaling AI capabilities and infrastructure development.
Applied Digital reported a significant increase in revenue to $126.6 million, a 250% rise year-over-year, and reduced net losses, highlighting progress in their data center projects and strategic financing efforts, including a $2.35 billion private notes offering and new lease agreements with hyperscalers, positioning the company for substantial growth in AI infrastructure.
While U.S. residential electricity bills have surged by 25% since 2020, data centers and commercial users are paying relatively low prices despite increased energy consumption, highlighting a growing inequality and a K-shaped economic trend. This disparity is driven by complex rate structures and negotiations favoring large consumers, leaving individual households, especially low-income ones, bearing the brunt of rising costs, which can impact health, economic stability, and climate adoption efforts.
Iren, a Bitcoin miner and data center provider, has seen its stock more than triple in 2025 due to its strategic position in AI cloud services, securing a $9.7 billion deal with Microsoft and 3 gigawatts of power for its data center pipeline, making it a promising long-term investment despite it not being among the top recommended stocks by Motley Fool.
Data center development in Georgia is rapidly increasing, with significant land acquisitions and high bids, driven by the demand for AI infrastructure and the industry's economic impact, leading to competition with other land uses and regulatory challenges.
Communities across the U.S. are increasingly opposing the expansion of large data centers due to concerns over environmental impact, increased energy costs, and quality of life, leading to delays, cancellations, and legal battles for tech giants and developers.
Communities across the U.S. are increasingly opposing the proliferation of large data centers due to concerns over rising electricity costs, environmental impact, and quality of life, leading to delays, cancellations, and legal battles despite the significant investments by tech giants like Microsoft, Google, and Amazon.
Communities across the U.S. are increasingly opposing the construction of large data centers due to environmental, economic, and quality of life concerns, leading to numerous proposals being blocked or delayed despite significant industry investments and support from higher levels of government.
Former Google CEO Eric Schmidt has launched Bolt Data & Energy, a startup focused on building AI data centers in West Texas by leveraging land, water, and energy resources from Texas Pacific Land, aiming to support the global AI race with a focus on renewable and clean energy.
Caterpillar, a $270 billion industrial giant, is heavily investing in AI-related growth, particularly in expanding its turbine engine production to meet the rising energy demands of AI data centers, with a focus on long-term growth and strategic partnerships, making it a potential buy for 2026.
Emilia Doda created an open-source map showing planned data centers across Pennsylvania to inform residents and promote transparency, highlighting the growing digital infrastructure and community involvement in technological development.
nVent, a Minnesota-based electrical manufacturing company, is playing a crucial role in cooling data centers that support AI applications like ChatGPT, as demand for data processing grows. The company produces water-cooling products and is expanding its capacity with a new facility in Blaine, Minnesota, amid a booming AI market and increasing data center needs. CEO Beth Wozniak highlights the company's innovation, growth, and commitment to diversity, with a significant portion of its board being women.
SoftBank is acquiring DigitalBridge for about $4 billion to expand its investments in digital infrastructure and AI-related data centers, aiming to capitalize on the booming demand for digital capacity driven by AI advancements.