Land and power agreement supports up to 600 MW transmission-level data center in Texas LAS VEGAS, Feb. 4, 2026 /PRNewswire/ -- CleanSpark, Inc. (Nasdaq: CLSK) ("CleanSpark" or the "Company"), today released its unaudited Bitcoin mining and operations update for the month ended January 31, 2026. "In January we continued to aggressively scale our power and land portfolio, grew our AI data center team with additional key talent, and supported local grids across the Southeast at our Bitcoin mining locations," s ...

Saimemory, a subsidiary of multinational investment giant SoftBank, has signed a collaboration agreement with American chipmaker Intel Corp. to advance the commercialization of next-generation memory technology, the companies announced Tuesday.The partnership focuses on next-generation memory technologies that can support the growing demands of artificial intelligence and high-performance computing. The effort is currently known as the "Z-Angle Memory program," or ZAM.Prototypes are expected by the fiscal y ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited's share was trading at $330.56 as of January 30th. TSM’s trailing and forward P/E were 31.51 and 25.32 respectively according to Yahoo Finance. ASE Technology (ASX) Jumps 23% on Q3 Blowout Photo by Yogesh Phuyal on Unsplash Taiwan Semiconductor Manufacturing Compan ...

Core Viewpoint - Company expects a net profit attributable to shareholders of 31 million to 38 million yuan for 2025, representing a year-on-year growth of 52.68% to 87.16% [1] - The net profit after deducting non-recurring gains and losses is projected to be 21.5 million to 28.5 million yuan, indicating a growth of 46.99% to 94.85% compared to the same period last year [1] Group 1: Industry Trends - The semiconductor industry continues to experience rising prosperity, driven by electric vehicles, renewable energy, AI, and high-performance computing, which accelerate technological iteration and market expansion within the semiconductor supply chain [1] - The demand for semiconductor testing equipment is increasing, and the company is actively seizing industry trends by enhancing product research and development as well as market expansion efforts [1] Group 2: Company Performance - The company has strengthened the technical and refined management of its sales team and deepened long-term cooperative relationships with customers, resulting in stable growth in operating performance during the reporting period [1] - Non-recurring gains and losses for the reporting period amounted to approximately 9.5 million yuan, primarily from cash management income [1]

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter. The firm anticipates stronger market volatility in the coming years and has moderated its enthusiasm. A copy of the letter can be downloaded here. The Wedgewood Composite returned -1.8% (net) in the fourth quarter compared to the S&P 500’s 2.7%, the Russell 1000 Growth Index’s 1.1%, and the Russell 1000 Value Index’s 3.8% returns. YTD, the Composite gained 4.3% compared to 17.9%, 18.6%, and 15.9% returns ...

Core Viewpoint - GSI Technology, Inc. will announce its financial results for the fiscal third quarter of 2026 on January 29, 2026, and will provide an outlook for the fourth quarter during a conference call [1]. Group 1: Financial Results Announcement - The financial results for the fiscal third quarter 2026, which ended on December 31, 2025, will be released after market close on January 29, 2026 [1]. - A conference call to discuss the third quarter financial results and the outlook for the fourth quarter will take place at 1:30 p.m. Pacific time (4:30 p.m. Eastern Time) on the same day [1]. Group 2: Participation Details - Participants can join the call by dialing 1-877-407-3982 in the U.S. or 1-201-493-6780 internationally, approximately 10 minutes before the start time, using Conference ID 13758230 [2]. - The call will also be streamed live on the internet via the company's investor relations website [2]. Group 3: Replay Information - A replay of the conference call will be available from January 29, 2026, at 7:30 p.m. Eastern Time until February 5, 2026, at 11:59 p.m. Eastern Time [3]. - The replay can be accessed by dialing 1-844-512-2921 for U.S. callers or 1-412-317-6671 for international callers, using pin number 13758230 [3]. - A webcast of the call will be archived on the company's investor relations website under the Events and Presentations tab [3]. Group 4: Company Overview - GSI Technology is a leader in the AI sector with its innovative Associative Processing Unit (APU) technology, which enhances efficiency in large database searches and high-performance computing [4]. - The company's products, Gemini-I® and Gemini-II®, provide scalable, low-power, high-capacity computing solutions that improve edge computing capabilities [4]. - GSI Technology is headquartered in Sunnyvale, California, and has sales offices across the Americas, Europe, and Asia [4].

Core Viewpoint - CleanSpark, Inc. has announced a definitive agreement to acquire up to 447 acres of land in Brazoria County, Texas, along with a long-term transmission facilities extension agreement, enabling the development of a large-scale data center project with a demand load of 300 MW and potential expansion capacity to 600 MW [1][2]. Group 1: Acquisition Details - The acquisition represents CleanSpark's second strategic initiative in the ERCOT's greater Houston region, following a previous project in Austin County, establishing a regional power and infrastructure hub with over 890 MW of aggregate potential utility capacity [2]. - The new site is intended to support the development of large-scale, next-generation data center campuses designed for artificial intelligence and high-performance computing workloads [2]. Group 2: Management Insights - The CEO of CleanSpark emphasized the accelerating demand for AI-native compute and the importance of access to transmission-level power in strategically advantageous regions, highlighting the company's ability to secure high-quality power at scale [3]. - The Senior Vice President of AI Data Centers noted that the addition of this capacity is critical for customers planning large, multi-campus deployments, bringing CleanSpark closer to a total potential capacity of nearly 1 GW in the Houston area [3]. Group 3: Company Overview - CleanSpark is recognized as a market-leading data center developer with a portfolio exceeding 1.4 GW of power, land, and data centers across the United States, leveraging competitive energy prices to optimize infrastructure and deliver superior returns to shareholders [4].

Core Insights - Tata Consultancy Services (TCS) has announced a strategic collaboration with AMD to enhance AI adoption in enterprises, modernize legacy systems, and create secure digital workplaces [1][2] Group 1: Collaboration Details - The partnership will focus on co-developing industry-specific AI and GenAI solutions by leveraging TCS's domain expertise and AMD's high-performance computing capabilities [2] - TCS and AMD will invest in talent development to create a pool of experts for next-generation AI solutions, with frameworks tailored for sectors like life sciences, manufacturing, and BFSI [2] - The collaboration aims to deliver accelerators and best practices to improve AI performance in both training and inference workloads [2] Group 2: Leadership Statements - Dr. Lisa Su, CEO of AMD, emphasized the need for high-performance computing and collaboration to unlock AI's potential across industries [3] - K. Krithivasan, CEO of TCS, highlighted the partnership as a significant step in scaling AI for enterprises, moving from experimentation to deployment [3] Group 3: Technological Integration - TCS will integrate AMD's Ryzen™ CPUs and EPYC™ CPUs, along with Instinct™ GPUs, to modernize hybrid cloud and high-performance computing environments [3][4] - The collaboration will also utilize AMD's embedded computing portfolio to drive edge innovation and industrial digitalization [3] Group 4: Company Background - TCS has a workforce of 590,000 across 55 countries and generated over US $30 billion in revenue for the fiscal year ending March 31, 2025 [7][8] - The company has a long history of innovation and has maintained partnerships with clients through various technology cycles since its inception in 1968 [6][7]

Core Viewpoint - Investment bank KBW upgraded TeraWulf (WULF) to "outperform" from "market perform" and raised its price target to $24 from $9.50, indicating a positive outlook on the company's shift from bitcoin mining to AI and high-performance computing leasing [1] Group 1: Company Transition and Growth Potential - The market is underestimating the earnings upside from TeraWulf's transition from BTC mining to HPC leasing, with significant growth catalysts expected from a 646 MW HPC leasing pipeline through 2027 [2][3] - TeraWulf's existing leases are projected to drive a 505% EBITDA compound annual growth rate (CAGR) from 2025 to 2027, supporting multiple expansion from the current 13.8x EV/EBITDA valuation [3] Group 2: Revenue and Profit Contribution - HPC leasing is expected to generate two-thirds or more of TeraWulf's revenue in 2026, with mining becoming largely immaterial by 2027 [4] - The majority of contribution profit is anticipated to come from HPC leasing, reflecting a significant shift in the company's revenue model [4] Group 3: Market Dynamics and Valuation - The report suggests that execution risk is lower than investors assume, citing secured financing for major build-outs and a strong track record of delivery [4] - KBW expects valuation upside as lease revenues scale in 2026, leading to cap-rate compression and potential new HPC deal announcements over the next year [5]

Core Insights - CleanSpark, Inc. (CLSK) is advancing its artificial intelligence (AI) initiatives, but the immediate revenue impact is limited as Bitcoin mining remains the primary revenue source [1][9] Group 1: AI and HPC Expansion - CleanSpark has secured over 1.3 gigawatts of power capacity and identified land opportunities in Georgia and Texas to support its AI and high-performance computing (HPC) data center initiatives [2] - The company has partnered with Submer to enhance deployment using liquid-cooled, modular data center solutions [2] - Monetization of AI initiatives is expected to be delayed, with initial deployments at the Texas AI campus not anticipated until the first half of 2027 [3] Group 2: Financial Projections and Competition - Construction costs for AI data centers are estimated at around $10 million per megawatt, which may pressure near-term cash generation [4] - The Zacks Consensus Estimate for fiscal 2026 revenues indicates a year-over-year growth of 12.1%, while fiscal 2027 suggests a decline of 7.7% [4] - Cipher Mining (CIFR) is emerging as a strong competitor, having secured a 15-year, 300 MW campus lease with Amazon Web Services valued at approximately $5.5 billion [5] - IREN Limited (IREN) is also intensifying competition with a $9.7 billion AI cloud agreement with Microsoft and plans to deploy 140,000 graphics processing units by 2026 [6] Group 3: Share Price and Valuation - CleanSpark's shares have increased by 16.4% over the past year, outperforming the Zacks Finance – Miscellaneous Services industry, which declined by 4.2% [7] - The company trades at a forward price-to-sales ratio of 3.25, which is lower than the sector's average of 9.08 [10] - The Zacks Consensus Estimate for CleanSpark's fiscal 2026 earnings is currently pegged at 26 cents per share, reflecting a year-over-year decline of 63.4% [13]