data centers

Japan commits $36 billion toward U.S. energy projects, including a major 9.2 gigawatt Ohio natural gas plant, positioning companies like EQT and Hitachi as potential beneficiaries.

Caterpillar stock surged 124% on AI data center demand. Strong balance sheet and 30-year dividend streak position $CAT for continued growth.

Brookfield Renewable and Infrastructure companies are securing major AI infrastructure deals with tech giants, positioning for $7 trillion buildout opportunity with double-digit growth and 4% yields.

NuScale stock plunged 77% to $12.85 but analysts see $20+ recovery potential driven by regulatory approval, international deals, and AI-fueled nuclear demand.

Dominion Energy and Williams Companies offer tariff protection through domestic operations, with strong growth forecasts and consistent dividend histories.

Pershing Square targets AI infrastructure over software, emphasizing data centers and cloud computing. Ackman focuses on value investing, trimming expensive positions while adding undervalued AI plays.

Marathon Holdings partners with Starwood Capital to convert crypto mining operations into AI data centers, leveraging existing energy infrastructure to diversify revenue and reduce cryptocurrency exposure.

Comfort Systems USA (FIX) delivered 876% returns over three years through data center cooling solutions for AI facilities, but forward P/E of 40 suggests high valuation expectations.

AMD secures $420B in GPU commitments from Meta and OpenAI, positioning itself as a major AI infrastructure player competing in the lucrative data center market.

NuScale Power begins first commercial SMR deployment in Romania with NRC-approved design, positioning itself in a $10 trillion nuclear energy market amid growing low-carbon energy demand.

Billionaire David Tepper's Appaloosa hedge fund significantly increased AI and tech stakes in Q4, nearly tripling Micron holdings and boosting positions in Alphabet, Meta, TSMC, and Microsoft.

Dycom Industries to present at two major investor conferences in March 2026, including Cantor Global Technology & Industrial Growth and Jefferies Virtual Power x Data Center events.

Acorn Energy will report 2025 full-year and Q4 results March 5, with a conference call. The company's OmniMetrix subsidiary provides infrastructure monitoring solutions to Fortune 500 clients.

DOE awards record $26.5B loan to Southern Company for grid modernization across Georgia and Alabama, supporting infrastructure upgrades serving 15 million homes.

Major institutional investors are increasing AI infrastructure bets, deploying capital across energy and semiconductors. Recent 13F filings show positions in Nvidia, Micron, and emerging AI infrastructure plays.

CoreWeave's stock is volatile but backed by strong fundamentals: $56B revenue backlog, four-fold projected growth through 2027, and massive industry demand for AI infrastructure.

Tech giants are redirecting record cash to AI infrastructure, with 2026 spending projected at $667 billion—surpassing Dot-Com era investment intensity and cutting shareholder buybacks significantly.

Nuclear energy demand surges due to geopolitical tensions and AI data center power needs. Major companies like Meta and Cameco are securing long-term nuclear supply agreements.

Netskope launches NewEdge AI Fast Path to optimize network routing to AI services while maintaining enterprise security controls through its distributed data center infrastructure.

Global IT spending projected to exceed $6 trillion by 2026, driven by massive AI infrastructure investments from enterprises and cloud providers across semiconductors and data centers.