[CC may contain inaccuracies] Learning that Chinese firms aim to install more than 115,000 NVIDIA AI chips in data centers across the country's western deserts. Now for more. Let's bring in our senior global business reporter and host of the Big Take Asia podcast, Oanh Ha.Oanh you've been talking about this construction boom that's happening near the Gobi Desert in Xinjiang. What's going on there and why are there such big projects happening. It really is quite extraordinary, isn't it.Our Bloomberg investig ...

Core Insights - Cisco Systems and Dell Technologies are leading providers of AI-powered enterprise infrastructure solutions [2][3] - The demand for AI infrastructure is driving significant growth in both companies, with Cisco securing over $1 billion in AI infrastructure orders and Dell shipping $1.8 billion in AI servers in Q1 [9][13] - IDC projects AI infrastructure spending to exceed $200 billion by 2028, with a significant portion allocated to servers with embedded accelerators [4] Company Performance - Cisco's stock has appreciated 16.2% year to date, while Dell's shares have increased by 11% [5] - Cisco's security business is thriving, with strong demand for its security solutions and a growing customer base [11][12] - Dell's PowerEdge XE9680L AI-optimized server is in high demand, contributing to a healthy backlog of $14.4 billion [13] Market Trends - Global IT spending is forecasted to reach $5.61 trillion by 2025, with data center systems expected to grow by 23.2% [4] - Enterprises with large-scale hyperscale data centers will account for over 70% of spending on AI-optimized servers by 2025 [4] Valuation and Investment Appeal - Dell Technologies is considered undervalued with a Price/Sales ratio of 0.81X compared to Cisco's 4.61X [18] - Dell holds a Zacks Rank 1 (Strong Buy), while Cisco has a Zacks Rank 3 (Hold), indicating a stronger investment appeal for Dell [21][22]

Core Insights - HIVE Digital Technologies has achieved a significant milestone by exceeding 12 Exahash per second (EH/s) in Bitcoin mining hashrate, doubling from 6 EH/s at the beginning of 2025, and has reached an annualized run rate revenue of $250 million [2][8] Company Performance - The company is rapidly expanding its operations in Yguazú, Paraguay, where it is constructing three hydro-powered data center campuses aimed at establishing the region as a hub for Bitcoin innovation and renewable infrastructure [3][9] - HIVE's Phase 2 expansion is progressing well, with 1 EH/s of next-generation Bitmain S21+ Hydro ASIC miners currently operational, and full deployment expected to reach 6.5 EH/s by late August 2025 [4][8] - The company anticipates achieving 18 EH/s by the end of summer 2025 and 25 EH/s by American Thanksgiving 2025 [4] Financial Metrics - As of the latest report, HIVE is mining over 6 Bitcoin (BTC) daily across its global operations, with a mining margin of approximately 55% [8] - Once the company reaches 18 EH/s, it expects to generate approximately $400 million in annual run rate revenue, with an anticipated fleet efficiency of 18.5 J/TH and mining margins approaching 60% after accounting for electrical costs [8] Industry Impact - HIVE's development in Paraguay is being recognized as a model for infrastructure execution, balancing rapid deployment with significant community impact, including job creation and regional infrastructure enhancement [9][11] - The company's efforts are not only focused on data center construction but also on delivering social benefits, such as improving local infrastructure and educational facilities [11]

A Bloomberg investigation shows China is building data centers in the remote Xinjiang region. @imandylin2 says they will be used to fuel the country's AI ambitions https://t.co/jSYxMHcApG https://t.co/Xa5TfUIQcM ...

V i e w p o i n t | 07 Jul 2025 02:00:00 ET │ 15 pages NVIDIA Corp (NVDA.O) Mid-Q Update – Lifting TP to $190 on Expanded AI TAM CITI'S TAKE We raise TP on Nvidia to $190 on AI TAM expansion. We model total 2028 data center semis AI TAM to now reach $563B or 13% above our prior expectation of $500B (Figure 3). The 4% increase in compute TAM is driven by higher-than-expected sovereign AI demand. Moreover, there was discussion of 10k GPUs or a supercomputer required per 10k employees at enterprises for agenti ...

AI and chip stocks have been among the winners this year, despite a crash in April following President Donald Trump's "Liberation Day" tariffs announcement. And Micron (MU 0.10%) has been one of the top performers in the sector.The memory chipmaker has continued to deliver strong growth, especially in artificial intelligence (AI) and the data center. It has also benefited from a return in overall bullishness among investors as the stock rose 46% through the first six months of 2025, according to data from S ...

Key Takeaways MRVL is deploying modular RDL interposer tech to build larger, high-efficiency AI accelerator solutions. The design supports HBM3/3E integration, enables die replacement, and enhances power and latency performance. MRVL sees a $94B data center chip market by 2028, with custom compute offerings witnessing a 53% CAGR.Marvell Technology (MRVL) uses advanced CMOS technologies at 5nm and 3nm nodes and is now shifting toward 2nm and below, which include innovations like gate-all-around transistors ...

The Schwarz Group, Germany’s largest retailer and owner of supermarket chain Lidl, is planning to pitch the government to be the lead developer of a major data center central to Europe’s AI efforts https://t.co/ANeoe0b2ar ...

Key Takeaways Energy Fuels has gained 36% in 3 months, outperforming its industry but lagging peers LEU and CCJ. Production at Pinyon Plain was 638,700 pounds in Q2, with ore grades making it a standout U.S. uranium site. UUUU is projected to post a 2025 loss and trades higher than the industry at a 12.11X forward P/S ratio.Energy Fuels (UUUU) has gained 36% in the past three months against the non-ferrous mining industry’s 29.6% fall. The Zacks Basic Materials sector has gained 9.8%, while the S&P 500 ha ...

Key Takeaways VST is positioned to gain from higher demand tied to data centers, LNG and reshoring trends. VST added 7,922 MW of zero-carbon power since 2018, with more clean energy projects underway. VST's ROE of 87.33% far exceeds the industry average, reflecting strong shareholder value creation.Vistra Corp. (VST) is poised to capitalize on rising electricity demand across its core service areas. This demand growth is fueled by the electrification of the oil and gas industry, especially in the Permian ...