Browsing Tag
Caterpillar
14 posts
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.
Volvo Construction Equipment finalizes Swecon acquisition to boost direct retail in Europe
Volvo Construction Equipment acquires Swecon for SEK 7B, shifting to direct retail in Europe. Find out how this move reshapes strategy and margins.
Toromont expands power solutions portfolio with majority stake in AVL Manufacturing
Toromont Industries Ltd. (TSX: TIH) has acquired a 60% ownership stake in AVL Manufacturing Inc., strengthening its position…
L&T Technology Services’ Q2 FY25 results reveal double-digit growth potential as AI and sustainability deals soar
L&T Technology Services Limited, a leading global engineering and technology services firm and a subsidiary of Larsen &…