and nice to have you. You know, we're all uh or many people in the equity market certainly are awaiting concrete um evidence of use of generative AI in the enterprise. And as somebody who's consulting with so many of these kinds of companies, what can you tell us in terms of the progress being made there that is giving rise to the forecast that I just shared.>> Yeah, it's a great question. when we're working with our clients, we really are seeing these AI use cases starting to take hold. It it definitely is ...

Core Insights - Bitcoin miners are facing shrinking margins due to a decline in Bitcoin prices, with hashprice around $47 per petahash per day and a forecasted difficulty adjustment increase of 4.7% [2] Group 1: Financial Developments - TeraWulf has raised $3.2 billion through a senior secured note due 2030 at 7.75%, marking the largest debt issuance in Bitcoin mining history, with proceeds aimed at funding AI and high-performance computing expansion [3] - BitFarms has successfully raised $588 million through an upsized convertible note, netting $568 million at a 1.375% coupon, indicating a trend towards structured debt for financing AI transitions [4][5] Group 2: Industry Trends - Data-center operators are increasingly utilizing repurposed aircraft jet engines to meet the rising power demands of AI workloads, with each turbine capable of delivering up to 48 MW [6] - An "arms race" for generators and transformers is confirmed by industry executives, highlighting the strain on supply chains due to AI build-outs, with energy scarcity influencing valuations in digital infrastructure [7] Group 3: Company Initiatives - CleanSpark has appointed Jeffrey Thomas as Senior VP of AI Data Centers to lead its HPC expansion strategy, focusing on integrating AI workloads with Bitcoin mining [8]

We see these technical glitches and the realization and well, maybe just re memorizing the idea that we do depend on a few very big players, not just for infrastructure, but for the market to go higher, too. What do you make of the rally today. Yeah, the rally, I mean, especially for Amazon, it seems like there was no glitch today because Amazon is also up with the rest of the market.As as regards to Amazon, I do think that there is a concentration problem. Everyone talks about the stock market concentratio ...

Core Insights - Billionaire Philippe Laffont's Coatue Management focuses on high-growth technology and AI-driven stocks, managing $69.5 billion in assets as of May 27, 2025 [1] - The fund's largest public equity holdings include Nvidia, Broadcom, Meta, and CoreWeave, with CoreWeave representing 8.1% of the portfolio as of Q2 2025, emphasizing foundational AI infrastructure [2] - Recent easing of trade tensions with China and positive bank earnings have contributed to a recovery in U.S. stocks, with optimism growing around potential talks between U.S. and Chinese leaders [3] Company Movements - In Q2 2025, Laffont reduced his position in Amazon by 596,184 shares (6% decrease QoQ) while increasing his stake in CoreWeave by nearly 3.4 million shares (24% increase QoQ) [4] - The fund also expanded its positions in Nvidia and Broadcom by 35% and 59%, respectively, during the same period [4] Stock Picks and Performance - The article lists 10 stock picks from Coatue Management with significant upside potential, based on Q2 2025 13F filings and Wall Street analysts' price targets as of October 15, 2025 [7] - Philip Morris International Inc. (NYSE:PM) has an upside potential of 19.40% despite a share price return of -11.15% between July 1 and October 15, 2025, with a $37 million investment announced for expanding its manufacturing facility [10][11] - Zillow Group, Inc. (NASDAQ:Z) has an upside potential of 19.77% and recently launched an application on ChatGPT, enhancing its digital footprint [15][16][17] - Intuit Inc. (NASDAQ:INTU) shows an upside potential of 24.37% despite a share price return of -16.28%, with significant upgrades announced for its Mailchimp platform aimed at boosting retailer sales during the holiday season [19][20][21][22]

Core Viewpoint - TeraWulf's stock has seen a significant increase, rising nearly 9% on Tuesday and accumulating a 169% gain year-to-date, currently priced at $15.21 [1] Group 1: Company Developments - TeraWulf announced that its subsidiary plans to issue $3.2 billion in senior secured bonds maturing in 2030 [1] - The net proceeds from the bond issuance will be used for the expansion of the data center at the Lake Mariner site in New York [1] - TeraWulf operates as a vertically integrated owner and operator of sustainable digital infrastructure [1]

Core Insights - Sify Technologies is developing a 50-megawatt AI Edge Data Center and Open Cable Landing Station (CLS) in Visakhapatnam, with an investment of Rs 1,500 crore, aimed at enhancing digital infrastructure and connectivity in India [1][5] - The project is expected to create over 1,000 jobs and improve AI computing capacity, positioning Vizag as "India's next global digital gateway" [1][5] - The data center will facilitate better data exchange between India and Southeast Asian countries, including Singapore, Malaysia, Australia, and Thailand [2][5] Company Developments - The foundation for the facility was laid by Andhra Pradesh IT Minister Nara Lokesh, marking a significant investment in the region's technology landscape [5] - The addition of the CLS is anticipated to strengthen international connectivity, enhancing Andhra Pradesh's position on the global technology map [3][4] Economic Impact - The project is expected to drive digital innovation and create employment opportunities for the youth in Andhra Pradesh [3][4] - Chief Minister N Chandrababu Naidu expressed optimism about the investment, highlighting its potential to boost digital infrastructure and global connectivity [2][4]

Core Insights - Sify Infinit Spaces has begun construction on its AI Edge Data Center and Open Cable Landing Station in Visakhapatnam, positioning the city as a global digital gateway on India's eastern seaboard [1][2] - The facility will be the first 50MW AI-powered Edge Data Center in Visakhapatnam, enhancing the region's capabilities in low-latency AI computing [2] - The project involves an investment of approximately ₹1,500 crore, with plans to create over 1,000 jobs during construction and operations, focusing on local technical talent [3] Infrastructure and Connectivity - The Open Cable Landing Station will establish new submarine cable routes connecting India with Southeast Asia and Australia, providing resilient connectivity and low-latency processing [4] - The Edge Data Center will be interconnected via an OPGW substation and supported by at least two diverse fiber networks, ensuring redundancy and scalability [4] Strategic Importance - The project is seen as a significant milestone in Andhra Pradesh's digital development and India's technological self-reliance [5] - Sify Infinit Spaces operates 14 data centers across six cities, serving over 500 clients, and is recognized as a leading digital ICT solutions provider in India [6]

Core Insights - EdgeMode Inc. has announced an extension and expansion of its partnership with Blackberry AIF, focusing on sustainable high-performance computing and renewable energy infrastructure [1][2] - The revised agreement includes the integration of Battery Energy Storage System (BESS) solutions and the acquisition of additional solar assets, significantly increasing EdgeMode's asset base and accelerating revenue generation [2][4] Partnership Expansion - The partnership now encompasses approximately 1.8 GW of total infrastructure capacity under development across Spain, enhancing EdgeMode's position as a leading developer of AI-ready data center and energy infrastructure [4][5] - The updated agreement aims to finalize a definitive agreement within 30 days, pending third-party legal reviews [3] Strategic Goals - The integration of battery storage and additional solar capacity is expected to enhance portfolio value and solidify EdgeMode's position as a fully integrated renewable and AI infrastructure platform in Europe [4] - The collaboration aims to create a competitive, scalable, and sustainable model for next-generation digital infrastructure by combining renewable generation, storage, and data center infrastructure [4]

Arctic Connectivity & Security - Greenland's prime minister urges the European Union to enhance cooperation on connectivity in the Arctic region [1] - The call aims to prevent "unauthorized parties" from disrupting Greenland's digital infrastructure [1]

Fundraising - Manulife Investment Management 基础设施基金募集到 55 亿美元，创历史新高 [1] Investment Focus - 投资者对数字基础设施、能源和交通运输资产的投资兴趣日益浓厚 [1]