PAR is accelerating its growth by integrating AI tools into its software platform, driving efficiency and enabling bundled product sales. The company is targeting profitability and AI innovation over the next 12 to 18 months, supported by recent wins in new industries and strategic acquisitions. Management expects increased revenue from AI products and a rise in requests for proposals through 2027.
In the AI infrastructure sector, Celestica and Corning are competing for market share. Celestica is building data centers and cloud systems, including custom rack systems for OpenAI and accelerator platforms with Broadcom and Advanced Micro Devices. In the second quarter of 2026, Celestica generated $410.9 million in cash from operations. Corning supplies optical connectivity products to major clients like Meta, NVIDIA, and Amazon, leveraging its glass and ceramic manufacturing capabilities.
Investor activity and regulatory shifts are also shaping the industry. ARK Invest executed a $27.9 million trade on March 31, buying 3 million shares of Meta while selling the same amount of Alphabet shares. Meanwhile, US startups are removing AI safety features, raising concerns about potential cybercrime and biosecurity risks. On the infrastructure front, Weld County approved a permit for Global AI to build a 41-acre data center near Windsor, aiming for 1 gigawatt of capacity by 2029.
Technological advancements continue to evolve alongside these corporate moves. New research indicates that using subagents improves AI performance on long-term tasks by creating fresh contexts for each subtask rather than relying on a single context window. Additionally, instructional designers are utilizing tools like ChatGPT, Gemini, and Edimakor in 2026 to create courses faster, though experts emphasize the need for human oversight to ensure quality and accuracy.
Key Takeaways
- PAR plans to focus on profitability and AI innovation over the next 12 to 18 months.
- Celestica generated $410.9 million in cash from operations in the second quarter of 2026.
- Celestica manufactures custom rack systems for OpenAI and accelerator platforms with Advanced Micro Devices.
- Corning supplies optical connectivity products to Meta, NVIDIA, and Amazon.
- ARK Invest bought 3 million shares of Meta and sold 3 million shares of Alphabet on March 31.
- US startups are removing AI safety features, raising concerns about cybercrime and biosecurity threats.
- Weld County approved a permit for Global AI to build a 41-acre data center near Windsor.
- Global AI aims to reach a total network capacity of 1 gigawatt by 2029.
- New research shows subagents improve AI performance on long-term tasks by using fresh contexts.
- Tools like ChatGPT, Gemini, and Edimakor help instructional designers create courses faster in 2026.
PAR boosts growth with AI tools and new sales
PAR is growing quickly by using AI to improve its software platform. The company is making more money through better efficiency and selling multiple products together. Wins in new industries and recent acquisitions help position PAR for continued success. Management plans to focus on profitability and AI innovation over the next 12 to 18 months.
PAR sees strong future with AI and new wins
PAR has changed into a software platform that uses AI to run more efficiently. Major wins in new areas and strategic acquisitions support its plan for future growth. The company expects to make more money from its AI products and see more requests for proposals through 2027.
Celestica and Corning compete in AI infrastructure
The AI infrastructure market is growing fast, and Celestica and Corning are both trying to capture this opportunity. Celestica focuses on building data centers and cloud systems, while Corning makes glass and ceramic products for these networks. Experts suggest Celestica might be a better choice for investors because of its strong track record in delivering high-quality services. However, Corning remains a strong competitor due to its focus on innovation and new technology development.
Celestica and Corning offer different AI stock plays
Celestica is benefiting from the rapid buildout of AI data centers, especially with its 800G and 1.6T Ethernet switches. The company is also manufacturing custom rack systems for OpenAI and working on accelerator platforms with Broadcom and Advanced Micro Devices. In the second quarter of 2026, Celestica generated $410.9 million in cash from operations. Corning is seeing strong demand for its optical connectivity products from companies like Meta, NVIDIA, and Amazon. Both companies face competition but have strong positions in their respective areas of AI infrastructure.
Robo.ai creates new unit for UAE maritime security
Robo.ai is launching a new company called Alif Maritec to focus on maritime security and smart ports in the UAE. This new subsidiary will use AI and robotics to protect ships, ports, and critical infrastructure. Dr Jasem Alharthi, CEO of Alif Holding, says the company wants to bring its technology expertise to the maritime sector. This move supports the UAE's goal of enhancing security for its vital trade routes.
ARK Invest swaps $28 million in AI stocks
ARK Invest made a large trade worth about $27.9 million on March 31. The firm bought 3 million shares of Meta Platforms Inc. and sold the same number of shares of Alphabet Inc. This move is part of a pattern where ARK Invest actively buys and sells tech stocks like Amazon and Microsoft. The company also trades in biotech firms such as Moderna Therapeutics Inc. and BioNTech SE.
US startups remove AI safety features causing fears
Startups in the United States are removing safety features from artificial intelligence systems. This practice has raised serious concerns about potential cybercrime and biosecurity threats. Experts worry that without these safeguards, AI could be used for harmful purposes.
Weld County approves Global AI data center permit
The Weld County Board of Commissioners voted 5-0 to approve a permit for a new data center by Global AI. The project will use a 41-acre site near Windsor and could become the largest data center in the state. While some residents opposed the plan due to noise and water concerns, the board required a closed-loop cooling system and a noise limit of 65 decibels. Global AI plans to start with 27.5 megawatts of power and aims for a total network capacity of 1 gigawatt by 2029.
Subagents improve long-term AI task performance
New research shows that using subagents helps AI solve long-term tasks better than traditional methods. Instead of loading all instructions into one context window, the system creates fresh contexts for each subtask. This approach works best when skill packages have clear input and output rules. Although it requires more communication between the main agent and subagents, the results are more reliable for complex work.
Top AI tools for creating courses in 2026
Several AI tools can help instructional designers create courses faster in 2026. ChatGPT is good for writing lesson drafts and brainstorming ideas. Gemini helps with research and analyzing existing content. Edimakor creates videos using AI avatars and text-to-speech features. Experts say humans must still plan the course structure and fact-check the AI output to ensure quality.
Sources
- PAR: AI-driven efficiencies, new verticals, and multi-product sales fuel strong growth and profitability
- PAR: AI-driven efficiency, new vertical wins, and product innovation fuel strong growth outlook
- Celestica vs. Corning: Which AI Infrastructure Stock is a Better Buy?
- Celestica vs. Corning: Which AI Infrastructure Stock is a Better Buy?
- Robo.ai plots UAE maritime security unit
- Cathie Wood Just Made a Nearly $28 Million AI Swap
- AI Safety Removal Services Spark Security Fears
- Weld County commissioners approve permit for Global AI data center
- Subagents vs Agent Skills: Executing Reusable Knowledge for Long-Horizon Agentic Tasks
- Best AI Tools for Instructional Design in 2026: Top Tools for Course Creation
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