Coming from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investment decisions. My hands-on experience shaped deep understanding of risk, reward and the delicate balance between these two variables. Driven by a desire to share my insights and contribute to the inv ...

Coming from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investment decisions. My hands-on experience shaped deep understanding of risk, reward and the delicate balance between these two variables. Driven by a desire to share my insights and contribute to the inv ...

After having written my last analysis about Allianz ( OTCPK:ALIZY ) on June 2025, the share was around $39.9. Nowadays it's at $42.7, just 6.92% above. It may seem a little breakthrough in comparison to the astounding raises ofI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support indivi ...

NEW YORK--(BUSINESS WIRE)-- #M365--Microsoft's Viva Engage shifting towards an official corporate communications channel - SWOOP Analytics report. ...

贝莱德牵头的人工智能基础设施投资联盟达成了数据中心行业最大规模交易之一。 当地时间周三，由贝莱德、英伟达、微软联合成立的投资基金AIP宣布，该联盟已达成一笔400亿美元 的交易，收购麦格理资产管理旗下的数据中心巨头Aligned，这是有史以来规模最大的数据中心交易之 一。 各方表示，交易预计将于2026年上半年完成，尚待监管部门批准。买家包括贝莱德、AIP和阿布扎比基 金 MGX 在内的投资财团，以及包括英伟达、微软和 xAI。 AIP，全称Artificial Intelligence Infrastructure Partnership——人工智能基础设施合作伙伴关系，由贝莱 德、全球基础设施合作伙伴、阿布扎比MGX、微软和英伟达共同创立，旨在扩大AI基础设施容量，并 帮助塑造AI驱动的经济增长未来。 MGX首席执行官Ahmed Yahia Al Idrissi表示，"我们坚信，从云计算和AI角度来看，全球产能建设的需 求是巨大的。我们谈论的是全球每年约20吉瓦的规模，其中约一半将在美国。" 该联盟的目标是筹集高达1000亿美元的资金，用于扩建支持AI增长的数据中心和能源基础设施。此次 收购Aligned ...

A consortium that includes BlackRock, Nvidia, Microsoft, and xAI has announced a $40 billion acquisition of Aligned Data Centers, one of the world's largest data-centre operators. The group aims to cr... ...

Core Insights - Nscale has announced an expanded partnership with Microsoft to deploy approximately 200,000 NVIDIA GB300 GPUs across Europe and the United States, marking a significant AI infrastructure rollout [1][6] Deployment Details - The program will span four countries on two continents to provide hyperscale NVIDIA AI capacity for Microsoft's customers [2] - Initial phases are set to begin in 2026, with staged deliveries that will include new greenfield development and colocation footprints [3] Specific Locations and Capacities - Nscale targets around 104,000 GB300 GPUs at a 240MW AI campus in Texas, with services for Microsoft expected to start in Q3 2026 [4] - The site is planned to expand to 1.2GW over time, with Microsoft having an option for a second phase of approximately 700MW starting in late 2027 [4] - From Q1 2026, Nscale plans to deploy about 12,600 GB300 GPUs at the Start Campus in Sines, Portugal, aimed at EU customers [5] - In the UK, the Loughton AI Campus is expected to host around 23,000 GB300 GPUs from early 2027 in a scalable 50MW installation [5] - The Aker–Nscale joint venture in Narvik, Norway, is projected to deliver approximately 52,000 GB300 GPUs to Microsoft under a multi-year agreement [5] Strategic Importance - The partnership emphasizes the increasing demand for high-performance computing among enterprises to train and run AI models globally [6] - Nscale positions itself as a vertically integrated AI cloud provider, focusing on delivering sovereign-grade, sustainable capacity as next-generation workloads grow [7]

An investor group including Black Rockck, Nvidia, XAI, and Microsoft has now agreed to buy Align data centers for about $40 billion. That deal marks the largest data center transaction now on record. Aligned operates and has planned capacity now of more than 5 gawatt across 50 data centers. Transaction expected to close in the first half of 2026. And this is a nice way back into our conversation with you Brad uh Gersner about what is going on here. Yeah, the opportunity set just a just a small $40 billion t ...

Group 1 - An investor group including BlackRock, Nvidia, XAI, and Microsoft has agreed to buy Align data centers for approximately $40 billion, marking the largest data center transaction on record [1] - Aligned operates and has planned capacity of over 5 gigawatts across 50 data centers, with the transaction expected to close in the first half of 2026 [1] - The current compute buildout is described as being ten times larger than the Manhattan Project, which was a $4 billion government-funded initiative, indicating significant private investment in the sector [1] Group 2 - The ongoing AI super cycle is expected to create substantial investment opportunities, with the NASDAQ up 35% since May 2nd, suggesting a need to adjust investment strategies accordingly [2] - Companies like Nvidia are anticipated to continue compounding growth due to the increasing demand for compute resources, which is seen as critical for economic and national security [2][3] - Microsoft and SoftBank are identified as key players benefiting from the AI race, with potential for significant returns as the compute infrastructure expands [4][5]

Core Insights - Nscale has entered into a significant agreement with Microsoft, potentially worth up to $14 billion, to deploy over 116,000 NVIDIA GB300 chips in the U.S. and Portugal, accelerating global AI infrastructure development [1][3] - Despite market concerns about a potential bubble, Nscale is rapidly emerging due to its high-efficiency AI factories and plans to go public in the second half of next year [1][3] Agreement Details - The new deal includes approximately 104,000 GB300 chips to be deployed in Texas and an additional 12,600 GPUs at the Start Campus data center in Portugal, building on a previous $6.2 billion contract for 52,000 GPUs in Norway [3][5] - The deployment in Portugal is expected to be operational by early 2026, with the data center designed to support over 130 kW cabinet power density to meet advanced AI workload requirements [5] NVIDIA's Role - NVIDIA plays a crucial role as both the chip supplier and a significant investor in Nscale, reflecting its strategy to accelerate the AI ecosystem by investing in its customers [4][9] - NVIDIA's backing has significantly boosted investor confidence in Nscale, leading to a rapid increase in funding and valuation [9] Nscale's Growth and Challenges - Nscale has raised $1.5 billion in new funding within a month, achieving a valuation of approximately $3 billion, despite being only a year old [7] - The CEO of Nscale, Josh Payne, highlighted the high capital expenditure intensity of the business and the ongoing need for financing [8] Market Dynamics - Payne noted that the biggest risk in the current market is not a lack of demand but rather a "power shortage," with nearly all capacity sold out for the next 12 months [9] - The company is expanding its footprint in Europe, particularly in Portugal, which is a leader in renewable energy, with projections showing renewable energy could account for 81% of the country's power consumption by Q1 2025 [12][10] Strategic Partnerships - Nscale is also collaborating with Microsoft to build the largest AI supercomputer in the UK and has formed a joint venture with Aker ASA, indicating its growing influence in the global AI infrastructure sector [12]