BKR to Build AI Power Solutions With Google Cloud for Data Centers

Baker Hughes Company BKR announced during CERAWeek 2026 that it is teaming up with Google Cloud to develop AI-enabled power optimization and sustainability solutions for data centers to improve efficiency and lower emissions. The initiative is aimed at addressing rising power demand, driven by rapid expansion of AI data centers.This collaboration will utilize BKR’s industrial and energy expertise and Google Cloud’s advanced AI and data analytics to deliver smarter, large-scale solutions that reduce energy consumption and costs.Investors should note that this collaboration strengthens Baker Hughes’s business model by expanding its role into AI-driven energy solutions for data centers, enabling new revenue streams while enhancing its position in the evolving, high-demand digital energy market.Business model of BKR, currently carrying a Zacks Rank #3 (Hold), along with those of other oilfield equipment and service companies like Drilling Tools International Corporation DTI, TechnipFMC plc FTI and NCS Multistage Holdings, Inc. NCSM, is strongly influenced by volatility in crude oil prices, as these business models are largely dependent on capital spending by upstream players. Since upstream players are currently enjoying a favorable business environment with West Texas Intermediate crude prices trading above $90 per barrel, DTI, FTI and NCSM are expected to witness enhanced demand for their oilfield equipment and services. DTI, FTI and NCSM sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.With operations spread across North America, Europe and the Middle East, Drilling Tools International is focused on manufacturing and renting downhole drilling tools to serve the upstream energy players. DTI reported fourth-quarter 2025 earnings of 3 cents per share, up from a loss of 4 cents per share in the year-ago quarter.Headquartered in Newcastle Upon Tyne, the U.K., TechnipFMC develops and services oilfields for oil and gas companies, primarily through its subsea and surface operating segments. FTI reported a backlog of $16.6 billion in 2025, representing a 15.3% increase from $14.4 billion in 2024.NCS Multistage Holdings supplies products and services mainly to exploration and production companies for use in both onshore and offshore wells, across both unconventional and conventional oil and gas formations. NCS has operations spread across the globe, including North America, the Middle East and Asia, Europe/CIS/Africa and Latin America.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report TechnipFMC plc (FTI): Free Stock Analysis Report Baker Hughes Company (BKR): Free Stock Analysis Report NCS Multistage Holdings, Inc. (NCSM): Free Stock Analysis Report Drilling Tools International Corp. (DTI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks