U.S. data center electricity consumption rose from 1.9% of national power in 2018 to 4.4% in 2023, and Lawrence Berkeley National Laboratory projects it will reach 6.7% to 12% by 2028, driving demand …
GE Vernova (NYSE:GEV) stock has dominated industrial machinery in 2026, up 50% year to date to $981.16, outpacing Eaton (NYSE:ETN) at +33% to $423.43 and Cummins (NYSE:CMI) at +19% to $605.50, as inve…
Trane Technologies and Eaton introduced a joint reference design on August 17 that coordinates medium-voltage power distribution with cooling for NVIDIA DSX-aligned AI data centers, estimating up to 1…
The AI data-center boom is driving investment in industrial equipment makers such as Caterpillar, Cummins, Eaton, Ford, Vertiv, Schneider Electric and Corning, with Caterpillar investing $725 million …
Eaton reported $27.4 billion in revenue for fiscal year 2025, up 10.3% year-over-year, while nVent Electric posted $3.9 billion in revenue, a 30% increase, driven by AI data center demand. The power m…
The United States could face a 100-gigawatt electricity shortfall between 2026 and 2030, Bank of America warned, driven by surging demand from data centers powering the AI revolution and insufficient …
Tesla launched Tesla Home, a home energy management platform powered by its Opticaster AI engine, which optimizes electricity storage and usage to reduce power bills. The platform integrates Tesla's e…
Nvidia is leading a transition to 800-volt direct current (800 VDC) power architecture for AI data centers, aiming to reduce energy waste and copper usage. The shift could reshape the energy supply ch…