Browsing Tag
Caterpillar
17 posts
SANY’s SKT110Ei enters South America as Chinese mining automation takes on entrenched rivals
SANY’s first South American SKT110Ei shipment combines electric autonomous trucks, cloud dispatching and mine-site support, but the undisclosed customer and fleet size leave the commercial scale of the breakthrough to be proven.
CoreWeave (NASDAQ: CRWV) backlog hits $104bn as $39bn AI buildout tests leverage
CoreWeave’s $104 billion backlog and 112% Q2 growth validate AI demand, but $39 billion capex and $640 million interest keep $CRWV risky despite the rally.
Mining’s biggest trucks no longer need drivers, and the economics are starting to show
Autonomous haul trucks are already moving billions of tonnes of iron ore, gold and other materials across some of the world’s largest mines. Rio Tinto, BHP and Fortescue have pushed driverless haulage into large-scale commercial operations, while Komatsu has commissioned its 1,000th ultra-class autonomous truck. The next disruption is moving beyond removing drivers as fleet-management software begins coordinating traffic, equipment utilisation, maintenance and, increasingly, the energy needed to run battery-electric mining fleets.
Razor Labs launches DataMind AI 5.0 as mining AI moves from failure alerts to maintenance execution
Razor Labs is extending DataMind AI beyond predictive warnings into investigation, collaboration and fault-resolution workflows, but recurring contracts and cash discipline remain the investor test.
Chevron signs 20-year Microsoft power deal for 2.67 GW Project Kilby in Texas
Chevron’s 2.67 GW Project Kilby will power Microsoft’s West Texas AI campus with Permian gas. Explore the FID, economics and execution risks today in depth.
Why mining fleet management software has become the contested control layer of the next mining capex cycle
Caterpillar wants 2,000 autonomous trucks by 2030. Komatsu just commissioned its 1,000th. The fleet management software war underneath is bigger.
ASX 200 ends 8-day losing streak as 73% of stocks rebound, only Energy lags
Australia's longest losing streak since 2018 just broke. The bounce is real, but breadth and Energy reversal hint at consolidation, not recovery.
KGS near 52-week high as Kodiak Gas Services completes distributed power pivot with DPS acquisition at $587m cash
Kodiak Gas Services (KGS) closes $587m DPS acquisition, launching Kodiak Power Solutions with 395MW for data centers and microgrids. Read the full analysis.
Seeing Machines (AIM: SEE) reports 33% royalty growth and 4.8 million cars on road as GSR countdown intensifies
Seeing Machines (AIM: SEE) reports 33% royalty growth and 4.8M cars on road in H1 FY2026 as EU GSR mandate approaches. Read our full analyis.
Why this $675M acquisition could redefine Kodiak’s future beyond oilfield compression
Kodiak Gas Services is acquiring DPS for $675M to scale into data center and modular power infrastructure. Discover how this reshapes its strategic roadmap.