News 22 March 2026 - 23 March 2026

Nvidia, Utility Stocks Gain as AI Power Demand Puts Data-Center Electricity Use on Track for 2030 Highs

Nvidia, Utility Stocks Gain as AI Power Demand Puts Data-Center Electricity Use on Track for 2030 Highs

Nvidia and Emerald AI announced a partnership with U.S. utilities to develop “power-flexible” AI data centers, as EPRI launched a framework to speed up electricity access for such projects at CERAWeek in Houston. EPRI warned U.S. data centers could use 9%-17% of national electricity by 2030, up from 4%-5% now. Nvidia, Constellation, and Vistra shares traded higher Monday morning.
March 23, 2026
AI Agents Begin Replacing Traditional Mobile Apps as Tencent and Alibaba Shake the Smartphone Economy

AI Agents Begin Replacing Traditional Mobile Apps as Tencent and Alibaba Shake the Smartphone Economy

Tencent integrated OpenClaw as a contact in WeChat, expanding AI agent use to over a billion users. Alibaba launched Accio Work, intensifying competition. Baidu and Tencent are embedding agents across messaging, payments, and services, but regulatory warnings and user habits slow adoption. Some Chinese institutions have banned OpenClaw after government alerts.
March 23, 2026
China’s Open-Source AI Surge Challenges U.S. Tech Dominance as Alibaba Stock Gains

China’s Open-Source AI Surge Challenges U.S. Tech Dominance as Alibaba Stock Gains

A U.S. advisory commission warned Monday that Chinese open-source AI models now dominate usage on platforms like Hugging Face, outpacing U.S. counterparts. Alibaba launched Accio Work for small businesses, and Tencent integrated an AI agent into WeChat. Siemens’ CEO said there are “no disadvantages” to using Chinese open-source AI for industrial automation. Chinese models are now estimated to be used in about 80% of U.S. AI startups.
March 23, 2026
AI Agents Could Disrupt Mobile App Economy as Tencent, Alibaba and Baidu Roll Out Tools, Report Warns

AI Agents Could Disrupt Mobile App Economy as Tencent, Alibaba and Baidu Roll Out Tools, Report Warns

Frost & Sullivan warned Monday that AI agents acting across multiple services could cut utility app commercial value by up to 39% if they reach 25% user penetration. Tencent, Alibaba, and Baidu have launched new agent tools in recent days. Sensor Tower reported global in-app spending reached $167 billion in 2025, with non-game revenue surpassing games for the first time. Frost said app development costs could rise 16% as agents gain ground.
March 23, 2026
Nvidia, NextEra, AES Stocks in Focus as AI-Powered Grid Plan Targets Renewable Energy Efficiency

Nvidia, NextEra, AES Stocks in Focus as AI-Powered Grid Plan Targets Renewable Energy Efficiency

Nvidia and Emerald AI announced a partnership with AES, Constellation, NextEra Energy, and Vistra to build AI data centers that adjust power use in real time, aiming to ease grid-connection delays. Nvidia shares rose $4.32 in early U.S. trading. The companies plan to launch the system commercially this year at Nvidia’s Virginia research center. U.S. power demand is projected to hit new records in 2026 and 2027.
March 23, 2026
AI’s Energy Appetite Puts Data Center Power Demand, Utility Stocks in Focus

AI’s Energy Appetite Puts Data Center Power Demand, Utility Stocks in Focus

Nvidia and Emerald AI announced partnerships with major U.S. power companies to develop AI data centers that can adjust electricity use during grid stress, aiming to ease power constraints. U.S. electricity demand is projected to rise 1.9% in 2026 and 2.5% in 2027, with Texas and the Mid-Atlantic seeing the fastest growth. Nvidia shares rose 2.4% after the news. North American solar and wind contract prices climbed 9% year-on-year.
March 23, 2026
China’s Open-Source AI Boom Raises Fresh Alarms for U.S. Tech Leadership

China’s Open-Source AI Boom Raises Fresh Alarms for U.S. Tech Leadership

Chinese open-source AI models now dominate developer platforms despite U.S. chip restrictions, the U.S.-China Economic and Security Review Commission said Monday. Tencent integrated OpenClaw into WeChat on Sunday, and Alibaba launched a new agent platform Monday. Siemens reported some developers prefer Chinese models for industrial AI due to lower costs and easier tuning. Chinese models have surpassed U.S. rivals in usage and downloads.
March 23, 2026
OnePlus 15T Set for China Launch With 7,500mAh Battery, Taking Aim at Galaxy S26 and Xiaomi 15

OnePlus 15T Set for China Launch With 7,500mAh Battery, Taking Aim at Galaxy S26 and Xiaomi 15

OnePlus will launch the 15T in China on March 24, featuring a 6.32-inch display and a 7,500mAh battery, but had not revealed the retail price as of March 23. The new phone arrives as memory costs rise and China’s smartphone market contracts, with Android brands already increasing prices. Reservations are open on OnePlus and OPPO’s China sites. Apple’s China sales rose 23% early this year while the overall market fell 4%.
March 23, 2026
Samsung Galaxy S26 Finally Gets AirDrop Support via Quick Share, Making iPhone File Sharing Easier

Samsung Galaxy S26 Finally Gets AirDrop Support via Quick Share, Making iPhone File Sharing Easier

Samsung Electronics began rolling out AirDrop compatibility to Galaxy S26 phones via Quick Share in South Korea on Monday, with other regions to follow. The feature allows direct file transfers to nearby iPhones and requires users to enable specific settings on both devices. Samsung said support will expand to more Galaxy models and markets, including the U.S. and Europe, starting Wednesday.
March 23, 2026
Apple iOS 26.4 Release Nears: New Features Include AI Playlists, Video Podcasts, No New Siri

Apple iOS 26.4 Release Nears: New Features Include AI Playlists, Video Podcasts, No New Siri

Apple seeded the iOS 26.4 release candidate on March 18, signaling an imminent public launch. The update brings new Apple Music and podcast features, including Playlist Playground and video podcasts, and is required for AirPods Max 2, which goes on sale March 25. Apple has not confirmed a release date. Some features and Apple Intelligence will depend on device, region, and language.
March 23, 2026
Elon Musk’s Terafab Chip Push Signals a New Phase in the AI Infrastructure Race

Elon Musk’s Terafab Chip Push Signals a New Phase in the AI Infrastructure Race

Elon Musk said SpaceX and Tesla will build two advanced chip factories in Austin, one for Tesla vehicles and robots, another for AI data centers in space. The announcement follows Nvidia’s disclosure that Amazon Web Services agreed to buy 1 million Nvidia GPUs by 2027. Meta has booked $12 billion in AI computing capacity from Nebius. Musk said Tesla and SpaceX will keep ordering Nvidia chips while developing their own AI6 chip with Samsung.
March 23, 2026
Tencent Expands AI Ecosystem With WeChat Integration, Launches ClawBot as China’s Agent Race Heats Up

Tencent Expands AI Ecosystem With WeChat Integration, Launches ClawBot as China’s Agent Race Heats Up

Tencent launched ClawBot inside WeChat on Sunday, allowing users to access OpenClaw directly through the chat app. The rollout follows Tencent’s pledge to embed AI agents into WeChat’s core functions and comes as Alibaba and Baidu expand rival AI platforms. Tencent reported 1.418 billion monthly active users on Weixin and WeChat at the end of 2025. The company spent 18 billion yuan on new AI products last year.
March 23, 2026
Amazon AI Chips Gain Traction as OpenAI and Anthropic Bet on Trainium

Amazon AI Chips Gain Traction as OpenAI and Anthropic Bet on Trainium

Anthropic is running Claude on over 1 million Amazon Trainium2 chips, while OpenAI has committed to use about 2 gigawatts of Trainium capacity under a new AWS deal, according to TechCrunch and Amazon. Amazon has deployed 1.4 million Trainium chips across three generations, with the largest cluster supporting Anthropic. AWS remains a major Nvidia customer, agreeing to buy 1 million Nvidia chips through 2027.
March 23, 2026
Technology News 23.03.2026

Technology News 23.03.2026

NVIDIA says DLSS 5 uses 2D frame data and motion vectors to generate images, inferring lighting and materials without changing base geometry. Lighting is calculated in screen space, with artists able to adjust intensity, color grading, contrast, saturation, and gamma. Some critics report unintended facial changes, which NVIDIA attributes to early preview tuning. Major studios continue to support the technology.
March 23, 2026
Why Suncorp Group Limited Stock Price Is Back in Focus as Buyback Builds

Why Suncorp Group Limited Stock Price Is Back in Focus as Buyback Builds

Suncorp Group’s buyback program reached A$250.3 million after purchasing 436,570 shares for A$6.83 million on March 19, about 63% of its A$400 million target for fiscal 2026. The stock closed at A$15.81 Friday, up 0.7%, with a fully franked 17-cent interim dividend due March 31. Suncorp has bought back about 1.3% of its shares since September.
March 22, 2026
PLS Group Stock Price Today: Why ASX Lithium Bellwether PLS Heads Into Monday on Shaky Ground

PLS Group Stock Price Today: Why ASX Lithium Bellwether PLS Heads Into Monday on Shaky Ground

PLS Group Limited closed at A$4.23 in Sydney, down 13.5% over five sessions despite a 2.4% rebound Friday. The lithium miner reported first-half revenue up 47% to A$624 million and EBITDA up 241% to A$253 million. PLS holds key assets in Australia, Brazil, and South Korea, and recently secured a US$100 million prepayment offtake deal. Broader market volatility and commodity swings continue to weigh on the stock.
March 22, 2026
Macquarie Group Stock Price Falls to A$194.99 as Rates, Gulf Deal Risks Weigh

Macquarie Group Stock Price Falls to A$194.99 as Rates, Gulf Deal Risks Weigh

Macquarie Group shares closed at A$194.99 on Friday, down 0.56% and about 12% below their February high. The Reserve Bank of Australia raised rates to 4.10% last week, prompting Macquarie to lift its home-loan and savings rates from April 2. The stock’s drop was less severe than some peers as financials broadly retreated. Macquarie reports full-year results on May 8.
March 22, 2026
ANZ Group Holdings Stock Price Falls to A$36.60 as Fresh Rate Hike Hits Big Banks

ANZ Group Holdings Stock Price Falls to A$36.60 as Fresh Rate Hike Hits Big Banks

ANZ Group Holdings shares closed down 1.13% at A$36.60 Friday, with A$407.4 million traded, as Australian bank stocks broadly declined. The drop follows the Reserve Bank of Australia’s rate hike to 4.1% and ANZ’s move to raise variable home loan rates by 0.25 percentage point from March 27. Consumer confidence fell to its lowest since March 2020, while inflation expectations climbed to 6.7%.
March 22, 2026
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Stock Market Today

  • WiseTech Global (WTC) Share Price Down 46.1% in 2025: Why Investors Still Eye ASX Tech Stocks
    May 27, 2026, 6:58 PM EDT. The WiseTech Global Ltd (ASX:WTC) share price has declined 46.1% since early 2025, sparking renewed interest in this logistics software provider. WiseTech's flagship CargoWise platform dominates the freight forwarding sector, serving 24 of the top 25 global forwarders. Despite a weak five-year return of -1.62% for the S&P/ASX200 Info Tech Index, tech stocks attract investors due to high profit margins, recurring software-as-a-service revenue, and global scalability. WiseTech reports robust 84% gross margins and steady revenue growth. WTC's current price-to-sales ratio of 11.92x is well below its five-year average of 31.86x, indicating a potentially attractive valuation. Analysts recommend comprehensive valuation models for investment decisions beyond single metrics.