Itron Showcases Smart Grid Solutions at DTECH 2026
Itron is showcasing the latest advancements with its Grid Edge Intelligence portfolio as well as its newly formed Resiliency Solutions segment at DTECH 2026 in San Diego, Calif., Feb. 2-5, 2026. The solutions within the Grid Edge Intelligence portfolio build on Itron's proven scale with more than 16 million DI-enabled meters shipped, more than 100 million endpoints under management and 70GWh of flexible customer load and generation dispatched in 2025. Itron is also enhancing its Grid Edge Intelligence portfolio to enable Artificial Intelligence and Machine Learning, expanding Itron's ability to deliver real-time AI-powered DI insights and solutions that extract more value from utility data. "Through its recent acquisitions of Urbint and Locusview, Itron is helping customers better operate their critical systems, adding value throughout the entire lifecycle of field assets-from planning and build-out to operations, maintenance and protection," the company added.
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OpenAI and Gemini Market Share Competition Intensifies, Potential Stock Market Correction in 2026
- Market Share Shift: According to Similarweb, Gemini's market share surged from 5% to 18% in 2025, while ChatGPT's share fell from 87% to 68%, potentially undermining investor confidence in OpenAI.
- Stock Market Correction Prediction: Historical data indicates that stock markets typically experience a correction of at least 10% every 1-2 years, and given the last correction in early 2025, another could be expected in the second half of 2026, prompting investor caution.
- Electricity Bottleneck Issue: The demand for electricity from AI infrastructure is growing faster than supply, leading to rising electricity prices, with the Trump administration intervening to ensure Microsoft does not pass these costs onto consumers, which could impact the AI sector's growth.
- Investment Opportunities: Amid the electricity bottleneck, companies like Itron and Tesla may benefit from optimizing existing grid capabilities to meet increasing demand, presenting potential investment opportunities in the energy sector.

Gemini's Rapid Rise Disrupts AI Market Dynamics
- Market Share Shift: According to Similarweb, Gemini's market share surged from 5% to 18% in 2025, while ChatGPT's share dropped from 87% to 68%, indicating a significant shift that could impact investor confidence in the AI sector.
- Correction Prediction: A stock market correction of at least 10% is anticipated in 2026, as historical data suggests such corrections occur every one to two years, prompting investors to prepare for potential volatility.
- Power Bottleneck Opportunities: The rapid increase in electricity demand from AI infrastructure is leading to rising power prices, creating opportunities for companies like Itron that deploy smart meters to help utilities optimize existing resources amid this bottleneck.
- Optimistic Market Outlook: Despite the expected correction, the overall market is projected to rise in 2026, driven by strong infrastructure spending, lower inflation, and mortgage rates, encouraging investors to maintain a positive outlook.






