Yazılar

Schneider Gains on Data Demand

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Schneider Electric reported stronger-than-expected earnings, supported by rising demand for data center infrastructure.

The company, which provides critical systems such as cooling solutions and power management equipment, has benefited from increased investment in digital infrastructure. Data centers and related networks now account for a significant share of its order intake.

Growth has been driven primarily by demand in North America, with additional momentum emerging across parts of Europe. The expansion of AI-related computing capacity has intensified the need for reliable energy and operational systems.

Quarterly revenue showed solid organic growth, while full-year core earnings exceeded market expectations despite currency headwinds.

Looking ahead, the company outlined moderate growth projections, which analysts viewed as cautious given ongoing demand trends in digital infrastructure.

Leadership changes were also announced, with a new chief financial officer set to assume the role in April.

The results reflect continued momentum in sectors tied to large-scale computing and energy-efficient infrastructure.

Southern Co Boosts Spending on AI Demand

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Southern Co has increased its five-year investment plan as rising electricity demand from data centers and industrial users reshapes energy needs.

The utility now expects to spend about $81 billion between 2026 and 2030, marking a notable increase from its previous plan.

A significant portion of this investment will support expanded power generation to meet growing demand from technology-driven infrastructure.

Major technology firms are among the large customers seeking connections to Southern Co’s grid, reflecting the increasing energy requirements of data centers.

Executives noted that interest from potential high-capacity users continues to grow, highlighting the role of digital expansion in driving electricity consumption.

The updated spending outlook comes alongside rising operating costs and continued pressure on profit expectations.

OpenAI Unveils Plan to Keep Data-Center Energy Costs in Check

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OpenAI has announced a new Stargate Community plan designed to ensure its expanding data center operations do not push up electricity costs for local communities. The initiative aims to make OpenAI’s large-scale AI infrastructure “pay its way on energy” as demand for computing power accelerates.

Stargate is a $500 billion, multi-year effort to build advanced AI data centers for training and inference, backed by investors including Oracle. The project received public support from U.S. President Donald Trump when it was first announced in early 2025.

Under the new approach, each Stargate site will have a locally tailored community plan shaped by local input and concerns. Depending on the location, OpenAI said this could involve fully funding dedicated power and storage, or paying for new energy generation and transmission capacity to support the facility.

The move reflects growing pressure on technology companies to address the strain that AI data centers place on power grids. OpenAI’s announcement follows a similar step by Microsoft, which recently outlined measures to manage water and electricity use at its U.S. data centers while working with utilities to expand local supply.