Bloom Energy Raises Outlook As AI Data Centres Turn Power Into The Next Bottleneck by Paul Balo July 29, 2026 0 Bloom Energy reported record Q2 revenue above $1 billion and raised guidance as AI data-centre power demand accelerated.
Seagate Profit Soars As AI Data Centres Drive Storage Demand by Paul Balo July 29, 2026 0 Seagate beat fiscal Q4 expectations and guided higher as AI and cloud data-centre demand lifted mass-capacity storage sales.