Global lithium ion battery demand rose 29% in 2025
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By experimenting with a wide range of parameter configurations, the company can forecast demand based on different scenarios. Organizations can start by combining historical sales data stored in their ERP systems with data on the results of marketing campaigns and promotions, as well as with external data on consumer trends, economic conditions, weather patterns, competitor activity, and other factors. As such, they can transform the previously manual, slow process of forecasting demand into a highly automated and real-time activity, providing business leaders with the insights they need to meet, even anticipate, ever-changing customer needs. It also helps reduce manual, inefficient demand forecasting processes. The incorporation of AI into demand forecasting helps companies better align product and inventory levels with actual demand, as AI-based data analytics can uncover patterns and relationships that legacy demand forecasting systems can’t. Adjust your strategy with targeted changes to your messaging and UVP, tracking the impact to refine further.
Micron Technology (MU 5.25%) delivered fantastic results for the third quarter of fiscal 2026 (which ended on May 28) on June 24. Growth is supported by rising demand for wide-format graphics across advertising, signage, textiles, and industrial applications, along with increasing adoption of digital and inkjet printing technologies. The EV share of total battery demand increased to 85% in 2025, from 77% in 2024, highlighting the region’s continued focus on light-duty electrification.
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Goldman Sachs estimates tech companies will spend $7.6 trillion through 2031 to build thousands of new data centers to power the rise of AI. In an internal memo seen by WIRED, Bosworth promised employees more stability, better communication, and the return of workplace perks as the company seeks to improve morale. Cursor hopes to continue offering third-party AI models after it's acquired by SpaceX, testing the relationships between frontier AI labs. An AI agent system proposed by researchers in Spain promises to prevent energy theft and damage to EV chargers, as well as the critical energy infrastructure that powers them. In a bid to dismiss a lawsuit over xAI’s polluting gas turbines, the Justice Department claimed the company is integral to military operations—including the Iran War.
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- "Our record third quarter performance and strong fourth quarter guidance marks a clear step up in our growth trajectory as our expanding compute franchise and rapidly scaling data center AI business drive significant revenue and earnings growth."
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- Micron Technology (MU 5.25%) delivered fantastic results for the third quarter of fiscal 2026 (which ended on May 28) on June 24.
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Operating cash flow fell 66% to $1.36 billion, while free cash flow usage totaled $2.51 billion due to investments in AI infrastructure, cloud expansion and customer acquisition initiatives. Alibaba International Digital Commerce Group revenue increased 6% to $5.14 billion as the unit moved closer to profitability through logistics optimization and operational efficiency improvements. Adjusted net income fell nearly 100% to $12 million, while adjusted EBITA declined 84% to $740 million as Alibaba increased investments in AI initiatives, Taobao Instant Commerce and user experience improvements. Excluding the divested Sun Art and Intime businesses, revenue increased 11% on a like-for-like basis.
KKS Automotive continues growth along East Coast
Moreover, a closer look at Seagate's guidance makes it clear that the earnings surge that it is witnessing could continue in the foreseeable future. In fact, Seagate notes that it has already struck supply agreements with "nearly all major cloud and hyperscale customers" for its high-capacity storage products for calendar 2027. The company's earnings, however, shot up by 116% year over year, driven by a huge improvement in its operating margin. The company crushed expectations, and the guidance was also well above consensus estimates.
What is Demand Intelligence?
The 2024 United States Data Center Energy Usage Report13 attempted to clarify the extent of current demand intelligence and future data center energy consumption. While data center financing stems primarily from parent-company balance sheets, corporate bonds, and public incentives, project finance is occasionally used, with green bonds emerging as a supplementary tool. Policy shifts in major data center markets, such as the passage of Texas Senate Bill 6, signal the probability of future market intervention by both regulators and policy makers to address local-level concerns over reliability and affordability. The Intelligence Committee was expected to vote on Clayton's nomination as soon as Thursday before the president's interjection. The possibility of Pulte as acting DNI, and Democrats' continued opposition to reauthorizing Section 702 in response, prompted Senate Republicans to move quickly to install Clayton in the role.
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Your first step in leveraging demand intelligence as a growth driver is to gather insights from across your organization and create a secure, centralized dataset in a tool like your CRM or data warehouse. Combining these resources will help you develop a comprehensive demand intelligence profile. Building your proprietary database enables you to track market behaviors and trends, and develop strategies to address them effectively. With accurate and timely information, you can craft messaging that resonates with current prospect challenges and drive engagement for your solutions. Consider actionable data as real-time insights that reveal prospect intent, behavior, and preferences, while also supporting predictive analytics.
Costs for helium increased rapidly due to the suddenness of the conflict, despite global supply stability in the short term. The amount of buffer inventory at fabs varies greatly throughout the industry, with the major players ranging from under one month to six months of coverage. Most leading-edge fabs reclaim 70 to 95 percent of helium, especially in EUV tools, depending on the age and class of the machine.
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