In this article, we discuss 10 AI news and updates investors shouldn’t miss.
The rapid expansion of AI has started an unexpected growth in energy demand, which raises concerns about power availability, grid capacity, and sustainability. As tech giants invest in large-scale data centers, the need for reliable electricity sources is becoming a major challenge. Experts highlight the urgency of expanding power generation, upgrading infrastructure, and balancing AI growth with clean energy goals. Policymakers, industry leaders, and energy providers must navigate these challenges to ensure a stable and sustainable energy future.
The Energy Race to Sustain AI’s Expanding Power Consumption
In an interview at Bloomberg Technology, Joseph Majkut, director of Energy Security and Climate Change at the Center for Strategic and International Studies, discussed the growing energy demands driven by AI expansion. He noted that data centers require substantial electricity, making them among the largest new energy consumers in the U.S. over the next decade. Meeting this demand would require significantly increasing power generation, a challenge that involves coordination between local, state, and federal authorities.
Majkut highlighted the strain on the electricity grid, emphasizing that the U.S. must add more capacity in five years than it did over the past 20. He suggested that while the federal government could support this through funding and permitting reforms, state and local cooperation is essential since large-scale power plants are not readily available.
Furthermore, Majkut said more clarity is needed on the US administration’s approach. While President Trump has proposed easing permitting and using coal plants, Majkut expects most new power sources to come from solar, wind, batteries, and natural gas. He stressed the importance of long-term planning beyond 2030, including investments in nuclear power and modernizing the grid.
Majkut also doubted new coal plants would be built for AI-driven energy needs, as major tech firms prefer clean energy investments. He noted that these companies have the financial capacity to accelerate innovation, including small modular reactors. Although nuclear power could play a larger role by the early 2030s, he expects near-term energy additions to focus on solar, natural gas, and battery storage.
For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s database of 900 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
10. Firefly Neuroscience, Inc. (NASDAQ:AIFF)
Number of Hedge Fund Holders: 2
Firefly Neuroscience, Inc. (NASDAQ:AIFF) develops AI-powered neuroscientific solutions, including Brain Network Analytics software, to assist in diagnosing and treating mental illnesses and neurological disorders.
On February 11, Firefly Neuroscience announced its acceptance into the NVIDIA Connect program, which provides access to NVIDIA’s advanced software tools, training, and hardware discounts. Firefly plans to use these resources to support its initiative of developing a proprietary foundation model of the human brain using its FDA-cleared Brain Network Analytics platform. The platform utilizes Resting EEG and Cognitive EEG data to improve brain health research and treatment. Executive Chairman Greg Lipschitz emphasized that this milestone strengthens Firefly’s ability to advance neurological and mental health solutions through AI-driven innovation.
9. Amplitude, Inc. (NASDAQ:AMPL)
Number of Hedge Fund Holders: 14
Amplitude, Inc. (NASDAQ:AMPL) provides a digital analytics platform that helps businesses analyze customer behavior, test new features, manage data, and improve product outcomes through real-time insights and user session analysis.
On February 11, Amplitude announced the launch of Guides and Surveys, new tools designed to improve user onboarding and engagement by delivering in-product guidance based on customer insights. Unlike traditional popups, these features use AI-driven targeting and “annoyance monitoring” to ensure relevant and timely interactions.
Guides and Surveys offer product tours, announcements, banners, tooltips, checklists, and surveys to improve feature adoption and customer experience. The launch follows Amplitude’s acquisition of Command AI, integrating its digital adoption technology. The tools are available as part of Amplitude’s platform and aim to help businesses personalize engagement and drive significant outcomes.
