Wednesday, December 31, 2025

How the AI data center boom boosted Caterpillar's power and energy unit; generator sales are up 28% YoY through Sept. 2025, after growing 22% to $7.8B in 2024 (Bob Tita/Wall Street Journal)

Bob Tita / Wall Street Journal:
How the AI data center boom boosted Caterpillar's power and energy unit; generator sales are up 28% YoY through Sept. 2025, after growing 22% to $7.8B in 2024  —  Sales of generators are powering the manufacturing giant's fastest-growing segment and a race to help data centers skip the grid



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How internet censorship tech maker Sandvine, a vendor to repressive regimes like Egypt, nearly collapsed before US restrictions forced new ownership and a pivot (Ryan Gallagher/Bloomberg)

Ryan Gallagher / Bloomberg : How internet censorship tech maker Sandvine, a vendor to repressive regimes like Egypt, nearly collapsed bef...