Core Insights - Oklo Inc. has entered into an agreement with Meta Platforms, Inc. to develop a 1.2 GW power campus in Pike County, Ohio, aimed at supporting Meta's data centers in the region [1] - The agreement allows Meta to prepay for power and provides funding to enhance project certainty for Oklo's Aurora powerhouse deployment [1] - Funds from the agreement will be utilized by Oklo to secure nuclear fuel for the project [1] Company Summary - Oklo Inc. is an advanced nuclear technology company focused on developing innovative energy solutions [1] - The partnership with Meta signifies a strategic move to bolster Oklo's project development and financial stability [1] Industry Context - The collaboration highlights the growing interest in advanced nuclear technology as a sustainable energy source for large-scale data centers [1] - This agreement reflects a trend where tech companies are seeking reliable and clean energy solutions to support their operations [1]

January 8, 2026 03:17 PM GMT VNET Group Inc | Asia Pacific Internet Trip Takeaways Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision. We visited VNET during our internet trip with the following takeaways: | M ...

Group 1 - The core point of the article is that GDS Holdings Limited's subsidiary, DayOne Data Center, has successfully completed a Series C financing round, raising $2 billion, with a valuation increase of 100% compared to the previous round [1] - The financing was led by existing investor Coatue Management, with participation from Indonesia's sovereign wealth fund (INA) and various institutions from the US, Europe, and Asia-Pacific [1] - The funds raised will primarily be used to accelerate expansion strategies in key markets in Europe and Asia-Pacific, focusing on the construction of large-scale data centers in Finland and ongoing expansion in the "New Greater Bay Area" [1] Group 2 - In the European market, the financing will support the development of two major data center parks in Lahti and Kouvola, Finland [1] - In the Asia-Pacific region, the funds will facilitate continued expansion in Thailand, Japan, and Hong Kong, aiming to deliver AI-ready infrastructure quickly [1] - As of the report, GDS Holdings' stock price increased by 3.62% to HKD 39.46, with a trading volume of HKD 179 million [1]

消息面上，据中邮证券援引媒体报道称，字节跳动已做出初步规划，2026年资本开支拟达到约1600亿元 人民币，高于2025年约1500亿元人民币的投入。字节的AI芯片预算约为850亿元人民币，并已经下了2 万颗H200的测试单。另外，阿里已明确将AI作为未来优先级方向之一，计划在未来三年内投入超过 3800亿元人民币用于技术研发和基础设施，并有望上移该目标。中邮证券认为，由于字节等国内大厂加 速投入，预计将进一步加大AIDC和算力采购规模。 该行还指出，在AI驱动的新增需求与政策支持共同作用下，IDC行业有望迎来供需格局改善：一端是大 厂Capex回流至AI、国产算力接受度上升与NV高端芯片边际改善有望带动的招投标重启与大单落地； 另一端是能评审批谨慎、核心区位资源稀缺使新增无序供给显著放缓。由此，2026年有望进入订单修复 —集中交付—上架率提升—利润释放的兑现期，行业利用率与价格信号或同步改善，估值具备由底部向 常态区间回归的条件。 智通财经APP获悉，数据中心概念股走高，截至发稿，新意网集团(01686)涨8.51%，报5.1港元；万国数 据-SW(09698)涨3.2%，报39.3港元。 ...

We recently published Wall Street Can’t Keep up With These 10 Stocks on Fire. VNET Group, Inc. (NASDAQ:VNET) was one of the top performers on Thursday. VNET Group rallied for a second day on Thursday, jumping 10.85 percent to close at $10.32 as investors gobbled up shares in Chinese AI companies, supported by an investment firm’s continued bullish outlook for the industry. VNET Group, Inc. (NASDAQ:VNET) rallied alongside its US-listed Chinese counterparts namely Alibaba Group, GDS Holdings, PDD Holdings ...

We recently published Wall Street Can’t Keep up With These 10 Stocks on Fire. GDS Holdings Limited (NASDAQ:GDS) was one of the top performers on Thursday. GDS Holdings extended its winning streak for a third day on Thursday, jumping 8.61 percent to close at $41.75 apiece as investors took path from its subsidiary’s successful raising of $2 billion in fresh funds to finance its planned global expansion. In a regulatory filing earlier this week, GDS Holdings Limited (NASDAQ:GDS) said that DayOne Data Cent ...

Big Tech firms are requesting hundreds of gigawatts of power demand from data centers to connect to the U.S. grids. But aging grid infrastructure in key regional markets and grid investments lagging behind the soaring demand are forcing grid operators to offer some alternative options to the hyperscalers looking to hook up their proposed data centers to the grids.  One is “bring your own generation”—a trend that’s expected to rise in the coming years. In many areas, grid operators are telling Big Tech t ...

Core Insights - Applied Digital is strategically positioned to capitalize on the artificial intelligence (AI) boom, as evidenced by a significant rise in its stock price following the announcement of strong quarterly growth metrics [1] Financial Performance - The company's revenue surged by 250% year over year, reaching $126.6 million in the second quarter of fiscal 2026, which ended on November 30 [2] - Revenue from high-performance computing (HPC) hosting, primarily from AI-focused client CoreWeave, contributed $85 million during the quarter [2] - The legacy data center hosting business, serving cryptocurrency mining customers, saw a revenue increase of 15% to $41.6 million [4] - Applied Digital's net loss from continuing operations decreased by 76% to $31.2 million, while adjusted net income was slightly positive at $0.1 million, outperforming Wall Street's expectations of a loss [5] Market Position and Future Outlook - The company has a market capitalization of $8.3 billion, with shares trading between $31.06 and $35.50 [3] - Management anticipates robust demand for next-generation data centers, projecting over $400 billion in annual investments from cloud computing companies in AI infrastructure [6] - The company forecasts net operating income exceeding $1 billion within the next five years, driven by new customer acquisitions and expansion from existing clients [6]

RADNOR, Pa., Jan. 8, 2026 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of CoreWeave, Inc. (NASDAQ: CRWV) ("CoreWeave"). CoreWeave's business model involves using high-interest debt to buy thousands of advanced AI chips from Nvidia, installing them in server racks inside data centers that it leases from third-party landlords, then renting access to the chips to AI compan ...

Digital Realty Trust, Inc. (NYSE:DLR) plans to release fourth quarter 2025 results on Feb. 5, 2026.BofA Securities analyst Michael Funk downgraded the company from Buy to Neutral and lowered the price forecast from $210 to $170. • DRL shares are consolidating. What’s the outlook for DRL shares?The analyst writes the company has lagged in capturing AI-driven demand, as the largest 2025 development deals favored emerging data center markets outside its footprint.This trend is expected to continue in 2026, wit ...