Global data centers used 415 TWh of electricity in 2024, and the International Energy Agency projects consumption could reach 945 TWh by 2030. Microsoft, Google and Meta are pursuing nuclear supply deals to cover the widening gap, even as major projects like Three Mile Island and SMR deployments target 2028–2030 timelines. Estimates cited in the report also point to rising near-term reliance on gas generation while AI infrastructure scales in 2026.

In February 2026, Agility Robotics signed a commercial agreement with Toyota Motor Manufacturing Canada to deploy its humanoid robot Digit on production lines and in supply-chain operations. Figure AI says it has raised over $2 billion and has Figure 02 operating at a BMW plant, where the robot learns tasks by watching human workers. The report adds that at least 10 companies globally are testing humanoids in real commercial settings in 2026, highlighting both progress and remaining cost hurdles.

On May 23, 2026, Meta said it lifted its 2026 capital expenditure outlook to $125-$145 billion, nearly doubling its 2025 capex of $72.2 billion, even as it posted record Q1 results. Q1 revenue rose 33% to $56.3 billion and profit climbed 61% to $26.8 billion, but the shares fell 6% after hours as investors questioned when AI spending will translate into returns.

Ericsson said on May 22, 2026 that many telecom operators are moving too slowly to deploy AI and advanced 5G capabilities, potentially missing new revenue streams. In a survey of 455 senior telecom executives, 90% expected AI and 5G services to create new revenue, but 70% said their companies have not begun implementing the technologies they view as required.

In May 2026, AI and DePIN tokens outperformed the wider crypto market, with Sahara AI up +42.5% over seven days and Akash Network rising +24.85%. Over the same period, Bitcoin traded between $78,000 and $83,000, while Bitcoin dominance held at 60% and the CMC Altcoin Season Index stood at 39/100. The moves highlight stronger relative interest in projects positioned around working infrastructure and AI-related demand.

Arm Holdings (ARM) surged 16.16% today with massive volume. Discover what Arm does, the drivers behind today’s rally, the 2026 price outlook, and why traders are turning to BingX.

Nvidia (NASDAQ: NVDA) posted an earnings beat, but the stock moved lower immediately afterward, with revenue up 85% and shares falling 2.3% in after-hours trading. The decline later narrowed, yet the stock was still down around 2% at press time, as investors weighed elevated expectations, crowded AI positioning, and questions about how fast growth can continue.

Catena Labs, co-founded by Circle co-founder Sean Neville, raised $30 million in a Series A to build regulated banking infrastructure for AI agents. The company also filed for a national trust bank charter with the OCC, aiming to pair agent identity, spending controls, and compliance with multi-rail payments.