As AI reshapes the global balance of power, the infrastructure behind it—chips, data centers, power, and supply chains—has become a new arena for geopolitical competition. This talk explores how nations are racing to secure critical AI hardware, control compute capacity, and assert influence over the technologies and talent that define the future. About Dylan Patel Dylan is the founder, CEO, and Chief Analyst for SemiAnalysis, the preeminent authority on all things AI and semiconductors. Through Dylan’s unw ...

Core Insights - The article discusses the launch of a white paper by Applied Digital Corporation, detailing how smart site selection and cooling design can significantly reduce costs for generative AI infrastructure, potentially saving up to $60 million annually per campus [1][8]. Group 1: Company Overview - Applied Digital Corporation specializes in designing, building, and operating next-generation digital infrastructure for High-Performance Computing (HPC) applications [1]. - The company has introduced Polaris Forge as its North Dakota-based data center region, which is optimized for AI workloads and driven by renewable power [2]. Group 2: Key Findings from the White Paper - The white paper highlights that site selection can lead to annual electricity cost reductions of $50 to $60 million compared to existing 100MW data centers, amounting to potential savings of up to $2.7 billion over a 30-year lifespan [8]. - Polaris Forge 01 is designed to support 400 MW of critical IT load and is built to take advantage of stranded power and favorable climate conditions for cooling [4][8]. Group 3: Infrastructure and Community Impact - The design of Polaris Forge 01 includes a closed-loop, waterless, direct-to-chip cooling system, achieving a projected Power Usage Effectiveness (PUE) of 1.18 and a Water Usage Effectiveness (WUE) near zero [8]. - The company is committed to supporting local economies through initiatives that integrate community priorities, such as workforce housing and job creation [5]. Group 4: Market Confidence and Agreements - Applied Digital has signed a 250 MW, 15-year lease agreement worth $7 billion with CoreWeave for deployment at Polaris Forge 01, indicating strong market confidence in the company's capabilities [6].

Leadership Transition Supports Hyperscale's Focus on Becoming a Pure-Play AI Infrastructure Company; Divestiture Expected to Be Completed by Year-End 2025 Hyperscale Data expects to complete the Divestiture of ACG on or about December 31, 2025. Upon the occurrence of the Divestiture, the Company would solely be an owner and operator of data centers to support HPC services, though it may at that time continue to mine Bitcoin. Until the Divestiture occurs, the Company will continue to provide, through ACG and ...

Core Insights - The strategic partnership between Astera Labs and Alchip Technologies aims to enhance the silicon ecosystem for next-generation AI infrastructure, focusing on delivering validated, interoperable solutions for hyperscalers [1][3] Group 1: Partnership Objectives - The collaboration combines Alchip's custom ASIC development capabilities with Astera Labs' connectivity solutions to empower hyperscalers in deploying complex AI infrastructure [1][2] - The partnership aims to shorten time-to-market and reduce integration risks for hyperscalers facing challenges in scaling AI models [2][3] Group 2: Technological Advancements - The integration of custom silicon and advanced connectivity is reshaping AI infrastructure architecture, enabling efficient implementation of AI workloads at scale [3] - The partnership will advance industry innovation for next-generation AI connectivity standards, including CXL, Ethernet, NVLink Fusion, PCIe, and UALink™, thereby strengthening the overall ecosystem [3] Group 3: Company Profiles - Astera Labs specializes in purpose-built connectivity solutions for AI and cloud infrastructure, focusing on solving data, network, and memory bottlenecks at a rack-scale [4] - Alchip Technologies, founded in 2003, is a leader in silicon design and production services, known for its advanced 2.5D/3DIC design and high-performance ASICs [5]

USAR to Qualify its Magnets for use in Moog’s CoreMotion™ Liquid Coolant Distribution PumpsSTILLWATER, Okla., June 16, 2025 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (USAR or the Company) today announced it has signed a memorandum of understanding (MOU) with Moog Electric Motion Solutions (Moog) for delivery of the Company’s neo magnets, of which USAR plans to begin production in early 2026. Moog Electric Motion Solutions provides precision motion and fluid control systems and will begin proto ...

Core Insights - HIVE Digital Technologies Ltd. will release its financial results for Q4 and the full year ending March 31, 2025, on June 26, 2025, followed by an earnings call at 8:00 AM EST [1][2] Company Overview - HIVE Digital Technologies Ltd. is a leader in sustainable blockchain and AI infrastructure powered by green energy, with operations in Canada, Sweden, and Paraguay [3]

What's your final trade. I'm going to go with JBL. It's 52- week highs today, riding the AI infrastructure wave.Malcolm, I'm going to go SoFi. You heard Josh talk annually recurring revenue. 40% of theirs is Josh Brown.Uh Kinsell Capital acting well for a small cap and uh one of my long-term holds. All right. ...

Key Takeaways Vertiv's $7.9 billion backlog and strong order growth highlight robust AI and data center demand. nVent is gaining from its fast-growing Data Solutions segment and recent $975 million acquisition. NVT's lower valuation and ongoing product launches give it an edge over VRT in current conditions.Vertiv (VRT) and nVent Electric (NVT) are major players in the data center infrastructure market, providing critical infrastructure solutions for data centers and industrial environments. While Vertiv ...

Introducing the BluSky AI Inc. SkyMod SeriesSalt Lake City, June 11, 2025 (GLOBE NEWSWIRE) -- BluSky AI, Inc. proudly announces the completion of its cutting-edge modular AI Datacenter infrastructure, introducing the revolutionary SkyMod series designed for seamless outdoor and indoor deployment. As part of its commitment to innovation, BluSky AI Inc. has finalized the design of its first four modules, tailored for deployment within existing physical structures as well as standalone outdoor installations. T ...

New design demonstrates end-to-end energy-efficient cooling and power to support densities up to142kW per rackCOLUMBUS, Ohio, June 11, 2025 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, announced its energy-efficient 142kW cooling and power reference architecture for the NVIDIA GB300 NVL72 platform. In addition to fully integrated end-to-end cooling and power strategies for this next generation platform, the reference architecture unlocks a new era of infrastructure ...