Investment Rating - The report does not explicitly state an investment rating for the industry or companies involved Core Insights - The 800V HVDC power rack is a significant development for AI data centers, with two reference designs: NVIDIA's and the OCP standard led by CSP customers [1][2] - Megmeet's design for NVIDIA features a 570kW power output and is adaptable for space-saving in data centers [4] - The OCP version, exemplified by Delta Electronics, has a total power output of 900kW and is designed for compatibility with existing AI server racks [7][10] Summary by Sections 800V HVDC Power Rack Overview - The 800V HVDC power rack is composed of three main components: PDU, PSU, and BBU [13] - The PSU section in Megmeet's design includes 19 modules, each providing 30kW, with a total power of 570kW [5] - The OCP version has a PSU output voltage of ±400V, designed for better compatibility with existing systems [7] Supplier Insights - Key suppliers for the components include Navitas for gallium nitride PFCs, Inneon and ST Microelectronics for silicon carbide MOSFETs, and Dynapack International for lithium batteries [5][10][11] - The estimated content value of the PDU is $0.15 per watt, and the PSU is $0.35 per watt, leading to a total value of $540k for a single HVDC power rack [13][15] Market Demand and Revenue Projections - Meta is expected to require about 4,000 HVDC power racks, while Google will need around 6,000, leading to a total of 10,000 racks over the next two years [12] - Revenue contributions from the HVDC power rack business could reach approximately $1.1 billion in 2026 and $1.6 billion in 2027 for each of Vertiv and Delta Electronics, accounting for about 15% and 10% of their annual revenues, respectively [16]

13 July 2025 | 10:12PM HKT China: Three things in China Three quick highlights from China: n PPI deflation deepened in June: Although China's CPI inflation edged up from -0.1% yoy in May to +0.1% yoy in June, PPI inflation dipped further from -3.3% yoy to -3.6% yoy. This marks the most negative PPI inflation since July 2023 and the 33rd consecutive month of year-on-year PPI deflation. Combined with domestic concerns over manufacturers' delaying payments to suppliers and increased complaints from major tradi ...

China to Release Q2 GDP and Key Economic Data: Live Updates https://t.co/PesbQb6PXe ...

Data Breach Notification - Episource is notifying millions of people about a health data theft [1] Industry Impact - The incident highlights the increasing risks and vulnerabilities associated with health data security in the tech industry [1]

AI Investment and Strategy - Meta is aggressively investing hundreds of billions of dollars in compute buildout to achieve super intelligence, aiming for AI systems that outperform humans [1][2] - Meta is building multiple multi-gigawatt clusters, including Prometheus (coming online in 2026) and Hyperion (scaling to 5 gigawatts over several years), requiring more energy than some countries [2][3] - Meta aims to have the highest compute per researcher in the industry, potentially surpassing hyperscalers like Microsoft and Amazon in raw model training capacity [3] - Zuckerberg is focused on controlling the compute, team, and model building to reduce dependence on others for the next frontier model [4][5] Competitive Landscape - Meta's investment puts it in direct competition with OpenAI and Oracle's Project Stargate [3] - Google is also investing heavily, with plans to have a one-gigawatt supercluster online [6] - The race for AI dominance is shifting power back to model builders who own the stack and have the capital to build and train at scale [5][6] Business Model and Future Vision - Meta's advertising-driven business model generates significant cash, which is being reinvested in AI models to optimize ad load and consumer experience [9] - Zuckerberg aims to expand Meta's AI capabilities beyond advertising, envisioning Meta AI as a chatbot and AI coding platform [10] - The ultimate goal is to achieve "super intelligence" and reap the rewards of a platform shift [11]

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Core Insights - Cameco (CCJ) has achieved a year-to-date gain of 41.5%, significantly outperforming the industry growth of 17.3% and the S&P 500's increase of 5.9% [1][5]. Performance Comparison - CCJ has outperformed peers such as Energy Fuels (UUUU), which gained 27.4%, while Ur Energy (URG) remained flat and Uranium Energy (UEC) saw a decline of 0.5% [3][5]. Production and Operational Insights - Cameco maintains its 2025 production targets despite a temporary suspension at joint venture Inkai, with a projected total production of 22.4 million pounds of uranium in 2025 [12][16]. - The company produced 6 million pounds of uranium in Q1 2025, reflecting a 3% increase year-over-year [12]. - Production at McArthur River and Key Lake is projected to be 18 million pounds, with Cameco's share estimated at 12.6 million pounds [13]. - Cigar Lake's full-year production is expected to reach up to 18 million pounds, with Cameco's share at 9.8 million pounds [14]. Financial Performance and Estimates - The Zacks Consensus Estimate for CCJ's 2025 earnings is $1.09 per share, indicating a 122% year-over-year increase, while the estimate for 2026 is $1.62, suggesting 48.9% growth [19]. - The stock is trading at a forward price-to-sales ratio of 12.16, significantly higher than the industry's 1.24, indicating a stretched valuation [21]. Market Dynamics - Uranium prices have faced volatility, currently at $74.5 per pound, down 16.7% year-over-year due to oversupply and uncertain demand [26]. - Despite price pressures, Cameco continues to invest in production capacity and aims to extend the mine life at Cigar Lake to 2036 [28]. Strategic Positioning - Geopolitical events and rising low-carbon energy demand are creating favorable conditions for the nuclear power industry, positioning Cameco well to capitalize on these trends [29].

ICYMI, the Commission staff issued its June 2025 report on the public and internal use of machine-readable data for corporate disclosures in accordance with the Financial Data Transparency Act of 2022. https://t.co/eAT7Iv1QDT#FDTA #InlineXBRL #XBRL #XML ...

[Music] Pier Simon de Llas, one of the pioneering physicists of the 18th century, once proposed a thought experiment. a being with unlimited mathematical capabilities who offers give me the positions and velocities of all the particles in the universe and I will predict the future. Now my PhD was in quantum physics which has a few things to say about this notion.But I want to leave that aside for today and instead talk about something vastly more complex than most quantum systems. Predicting the weather nex ...

💰Your data is worth billions — but guess who’s cashing in?In Episode 2 of our #PrivacyinMotion series — created with @MidnightNtwrk and @brave — we expose how tech giants like Meta and Google built empires on your personal information, while you get nothing in return.🎥 Watch the full video here.👇 ...