[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 ...

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 ...

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 ...

Soluna Holdings shares rose in early trading Tuesday after the maker of green data centers announced an expansion of its Texas site with a company it called a “top-tier Bitcoin miner." https://t.co/qlsJ5gCNJD ...

7 July 2025 | 11:50PM JST Japan Technology: Hardware - Industrial Electronics Era of Optics: Beneficiaries of technological changes; SEI up to Buy, Furukawa Electric up to Neutral In the industrial electronics sector, increasing demand for optical products for generative AI and data centers (DCs) is attracting attention. In this report, we summarize the latest industry trends and technological developments. We also revise our ratings and target prices for the four optical product manufacturers in our covera ...

A Bloomberg analysis of documents and company filings show how China is building giant data centers in the desert to fuel its AI ambitions — and looking to buy 115,000 banned Nvidia chips to power them. Read The Big Take https://t.co/h21YWXfpo1 ...

A Bloomberg investigation shows China is building data centers in the remote Xinjiang region to fuel its AI ambitions — and looking to buy 115,000 Nvidia chips banned by the US to power them.🎙️ Listen now: https://t.co/UTmnym8pWI https://t.co/vXjteOgJXg ...

A Bloomberg investigation shows China is building data centers in the remote Xinjiang region to fuel its AI ambitions — and looking to buy 115,000 Nvidia chips banned by the US to power them. Listen to the Big Take Asia podcast. https://t.co/1ooho97P3m ...

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 ambitionshttps://t.co/LzV0CV1Mjq https://t.co/s62a1WoJFP ...