Data centers

• Prediction: This Stock Market Bubble Will Burst in 2026 and 1 Popular Stock Will Crash (Hint: Not Quantum Computing) - Nuclear energy stocks are flying, but the magnitude of these gains appears overblown.
• IBM buys data streaming platform Confluent in $11 billion deal - IBM said Monday it's buying data streaming platform Confluent in a deal worth $11 billion that will help bolster the technology company's artificial intelligence strategy. The two companies said they signed a “definitive agreement” for IBM
• 'Godfather of AI' issues urgent warning about the future of work and employment: 'These guys are really betting on [it]' - "If we make that same response on AI and don’t put guardrails, I think we will come to rue that day."
• Georgia Power says it needs a huge increase in power capacity to meet data center demand - With data centers flooding into Georgia, utility regulators face a big decision: Should they let Georgia Power Co. spend more than $15 billion to increase its electricity capacity by 50% over the next six years to serve computer complexes?
• Micron to exit consumer memory business amid global supply shortage - Memory chipmaker Micron Technology said on Wednesday it will exit its consumer business, as it doubles down on ​advanced memory chips used in artificial intelligence data centers amid a ‌global supply shortage of the essential semiconductor
• Wall Street is driving the AI surge. But millions of Americans could be in the blast zone if the bubble bursts - If the boom turns to a full-blown bubble, the shockwaves could hit far beyond tech.
• The Political Price Shock of Data Centers and Electric Bills - Democrats zeroed in on utilities and affordability to win Republican support in upset elections in Georgia and Virginia. Can the same playbook work in 2026?
• Warren Buffett's Latest Artificial Intelligence (AI) Stock Pick Is Already Up at Least 25% Since Berkshire Hathaway Bought It -- and It's Not Too Late to Join Him - Buffett has had his eye on this company for a long time.