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Technology Trends 7 February 2026 - 2 May 2026

GE Vernova Lifts 2026 Forecast as AI Data-Center Power Demand Drives Orders

GE Vernova Lifts 2026 Forecast as AI Data-Center Power Demand Drives Orders

GE Vernova bumped up its 2026 revenue forecast on Wednesday, crediting a surge in first-quarter orders as data center demand fueled gains across its power and electrification divisions. The company now targets revenue between $44.5 billion and $45.5 billion for 2026, a notch higher than its earlier range of $44 billion to $45 billion, after logging $18.3 billion in orders for the quarter.
Class of 2026 Faces AI Job Squeeze as ServiceNow and BlackRock CEOs Warn on Entry-Level Work

Class of 2026 Faces AI Job Squeeze as ServiceNow and BlackRock CEOs Warn on Entry-Level Work

Two CEOs from major U.S. firms are sounding the alarm for new grads: artificial intelligence isn’t just a buzzword—it’s already squeezing entry-level white-collar jobs. Bill McDermott at ServiceNow warned that graduate unemployment could spike sharply in a few years. BlackRock chief Larry Fink echoed the concern, saying the class of 2026 could be staring down the hardest path to office jobs in recent memory.
Tesla Faces Fresh Robotaxi Pressure as Zoox Expands and Safety Scrutiny Builds

Tesla Faces Fresh Robotaxi Pressure as Zoox Expands and Safety Scrutiny Builds

Tesla’s ambitions for its robotaxi business are facing a sharper test, as Amazon’s Zoox announced plans to take its autonomous vehicle pilots into Dallas and Phoenix. That ramps up the pressure on Tesla to show it can scale beyond Austin. The timing coincides with U.S. auto-safety regulators convening a national forum Tuesday to hash out standards for monitoring and measuring driverless tech. Waymo, for its part, is running close to 400,000 rides each week and claims 200 million autonomous miles. Zoox, meanwhile, has tallied up more than 1 million self-driven miles and carried 300,000 riders.
Plug Power eyes AI data-center boom with 250-MW PJM hydrogen bid

Plug Power eyes AI data-center boom with 250-MW PJM hydrogen bid

Plug Power is looking to tap into surging AI data center demand, aiming to supply as much as 250 megawatts of hydrogen-fueled electricity in a possible PJM Interconnection auction—no small move on the country’s largest power grid. To pull it off, the company needs deals of at least seven years. Talks are already underway between Plug and hyperscalers, data center operators, and utilities, according to Bloomberg. Shares edged up roughly 0.2% around midday Monday.
Salesforce taps Formula 1 for new AI fan agent as investors demand proof on Agentforce

Salesforce taps Formula 1 for new AI fan agent as investors demand proof on Agentforce

Salesforce and Formula 1 have renewed their partnership, rolling out an AI-driven fan companion on F1.com designed to walk fans through the upcoming 2026 technical regulations. Formula 1’s chief commercial officer Emily Prazer described the tool as “a vital tool.” Over at Salesforce, marketing chief Patrick Stokes said the aim is to “turn AI into real impact.”
Experian share price rises as ChatGPT insurance app launch puts AI strategy back in focus

Experian share price rises as ChatGPT insurance app launch puts AI strategy back in focus

Experian PLC climbed 1.6% to 2,447 pence as of 0855 GMT Friday, tacking on 39 pence from Thursday’s close. The credit data firm is rolling out new AI-related offerings and continuing its buyback. Shares moved in a range between 2,402 and 2,459 pence, still hovering just above the 52-week low of 2,353 pence.
Krafton’s next bet after PUBG: humanoid robots, AI — and a 1 trillion won return plan

Krafton’s next bet after PUBG: humanoid robots, AI — and a 1 trillion won return plan

Krafton is looking into taking the artificial intelligence developed in its games and applying it to humanoid robots, something it’s calling “physical AI”—AI capable of operating outside a virtual setting, according to a report from South Korea’s Kookmin Ilbo. The company pointed to in-game play and interaction data as “enormous value” for training and building out new business lines.
Kyndryl’s ‘policy-as-code’ guardrails target runaway AI agents as governance lags

Kyndryl’s ‘policy-as-code’ guardrails target runaway AI agents as governance lags

Kyndryl rolled out a new “policy-as-code” feature on Wednesday, aiming to enforce organizational and regulatory rules directly in software for agentic AI—autonomous systems that handle tasks in fields like finance, supply chains, and government. The company says it translates complex business and compliance rules into machine-readable instructions, tracking every action taken by these AI agents and stopping any unauthorized moves. “The approach provides the structure customers need” to work with agentic AI, according to Ismail Amla, senior vice president at Kyndryl Consult. Regulatory and compliance worries remain a top obstacle for 31% of Kyndryl’s customers looking to ramp up tech spending, the firm said, noting it orchestrates close to 190 million automations monthly.
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