2 January 2026 | 3:00AM EST Equity Research GS SUSTAIN The AI Innovation Cycle: Investment lessons from the Shale Innovation Cycle Ahead of the January 5-7 Energy, CleanTech & Utilities Conference and on the back of stock volatility for companies in the AI/data center power demand chain, we have received a greater number questions on how far along we are in the AI upcycle, the investment implications from further progression, and comparisons to other innovation cycles. We believe the learnings derived from ...

Artificial intelligence is driving explosive demand for computing power as companies invest heavily to develop and deploy AI models. ...

Group 1 - ByteDance plans to increase its capital expenditure on AI to $23 billion (RMB 160 billion) in 2026, up from RMB 150 billion in 2025 [1] - More than half of the 2026 expenditure will be allocated to acquiring advanced semiconductors for AI model and application development [1] - A deal involving Oracle, Silver Lake, and MGX will result in them collectively owning 45% of a U.S. entity, with ByteDance retaining nearly 20% [1] Group 2 - Publicly traded companies in the social media sector include Meta Platforms, Pinterest, Reddit, and Snap [1]

24/7 Wall St. Quick Read Google (GOOG) now leads AI software after overtaking Microsoft. Google is less than $200B away from surpassing Apple as the world’s second-largest company. Google holds four of the top 10 AI models on LLMArena. OpenAI’s best model ranks eighth. Meta is negotiating billions in purchases of Google’s TPUs. Anthropic already bought 1 million TPUs from Google instead of buying from Nvidia (NVDA). If you’re thinking about retiring or know someone who is, there are three quick qu ...

In Brief Google parent Alphabet has agreed to buy Intersect Power, a data center and clean energy developer, for $4.75 billion in cash plus the assumption of the company’s debt.The acquisition, which was announced Monday, will help Alphabet expand its power generation capacity alongside new data centers without having to rely on local utilities that are struggling to keep up with the demand of AI companies. Securing access to energy that powers data centers has become a critical part of training AI models. ...

Key TakeawaysPG&E (PCG) is working to restore power to thousands of San Francisco customers following an extensive substation fire, with no immediate timeline for full restoration.The U.S. House of Representatives is advancing a plan to create a tax safe harbor for stablecoins and crypto staking rewards, aiming to provide clarity for digital asset taxation.OpenAI has demonstrated increased efficiency in its AI operations and secured better margins from its enterprise business, with internal financials showi ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

⚡️ JUST IN: OpenAI says its AI models are rapidly advancing in cyber capabilities and is adding new safeguards to ensure they help defenders while limiting misuse. https://t.co/SCoAr9Gfyr ...

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OpenAI partnered with Australian data center operator NextDC Ltd. to build a A$7 billion ($4.6 billion) large-scale computing cluster in Sydney, accelerating its expansion in the Asia-Pacific region. The new data center is part of a broader AI infrastructure partnership between the two companies, NextDC said Friday, sending its stock soaring as much as 11%. The project, slated to get up and running by the second half of 2027, comes as OpenAI is launching its first office in Australia and the country pushe ...