Core Viewpoint - GDS Holdings Limited has successfully priced its China REIT (C-REIT) IPO at RMB 3.00 per unit, with significant oversubscription and substantial gross proceeds expected from the offering [1][2]. Group 1: IPO Details - The C-REIT's final offering price was determined after an institutional bookbuilding process that was 166 times oversubscribed [1]. - A total of 800,000,000 units will be issued, resulting in gross proceeds of RMB 2,400 million [1]. Group 2: Financial Metrics - At the final offering price, the implied EV/EBITDA is 16.9 times based on projected EBITDA for 2026 of RMB 141.8 million [2]. - The implied dividend yield per unit is 5.2% based on projected cash flow available for distribution for 2026 of RMB 124.8 million [2]. Group 3: Transaction and Cash Flow - GDS will sell a 100% equity interest in a project company holding stabilized data center assets for an enterprise value of approximately RMB 2,319 million [3]. - Upon completion of the sale, GDS will receive net cash proceeds of approximately RMB 2,111 million and de-consolidate about RMB 62 million of net debt [3]. - GDS plans to reinvest RMB 480 million to acquire 20% of the units issued by the C-REIT in the IPO [3]. Group 4: Operational Agreement - GDS will continue to manage the underlying data center assets under a services agreement, earning approximately RMB 5 million in recurring annual fee income [4]. Group 5: Company Overview - GDS Holdings Limited is a leading developer and operator of high-performance data centers in China, strategically located in major economic hubs [5]. - The company offers a range of services including co-location, managed hybrid cloud services, and has a diverse customer base including hyperscale cloud service providers and large corporations [5].

Core Insights - Equinix Inc. (EQIX) experienced a significant trading signal known as Power Inflow at a price of $786.99, indicating a potential uptrend and a possible entry point for traders [1][5]. Group 1: Power Inflow and Market Trends - The Power Inflow is a crucial indicator for traders, reflecting institutional activity and suggesting a bullish trend for the stock throughout the trading day [3][5]. - The price movements following the Power Inflow showed returns of 1.7% on the high price of $800.16 and 1.1% on the close price of $795.38, emphasizing the importance of a trading plan [6]. Group 2: Order Flow Analytics - Order flow analytics involves analyzing the volume rate of buy and sell orders to gain insights into market conditions, which is particularly valuable for active traders [2][4]. - By utilizing order flow analytics, market participants can identify trading opportunities and potentially enhance their trading performance [4].

Core Viewpoint - Hyperscale Data, Inc. has resumed Bitcoin mining operations at its Montana facility, aiming to enhance profitability and utilize underutilized power resources [1][2][3] Group 1: Company Operations - Sentinum, a wholly owned subsidiary of Hyperscale Data, has reenergized approximately 10 megawatts of power and is currently operating around 50 S19j Pro Antminers, with plans to increase this number to approximately 2,600 within a week and reach full capacity of about 3,200 Antminers by the end of July 2025 [1][2] - The resumption of operations is part of a strategic plan to improve profitability and capitalize on the recent appreciation in Bitcoin prices [2][3] Group 2: Market Context - The appreciation of Bitcoin has slightly outpaced the increase in mining difficulty, which is expected to benefit Sentinum's operational flexibility and top-line revenues [3] - The company is positioned to leverage the current market conditions to enhance its revenue streams through its Bitcoin mining operations [3] Group 3: Future Plans - Hyperscale Data plans to divest its subsidiary Ault Capital Group, Inc. by December 31, 2025, focusing solely on data center operations and high-performance computing services [5] - The divestiture will allow the company to concentrate on its core business while potentially continuing operations in the digital asset space [5]

Core Viewpoint - The development of green computing power is crucial for China's digital economy and showcases the country's commitment to energy conservation and carbon reduction [1] Group 1: Green Computing Power Development - The 2025 Green Computing Power (Artificial Intelligence) Conference will be held in Hohhot, focusing on building a collaborative ecosystem for AI and green computing [1][4] - Hohhot is positioned as a key city in the "East Data West Computing" project, leveraging its advantages in location, climate, green electricity, and policies to foster high-quality digital economic development [2][5] Group 2: Industry Chain and Infrastructure - Hohhot has established a dual-driven model of "green electricity + computing equipment," with over 86% of electricity used in data centers coming from green sources, achieving the lowest electricity costs in the country [3][5] - The computing power scale in Hohhot has surpassed 91,000 P, with intelligent computing accounting for over 95%, and the Hohhot data center cluster is expected to reach 120,000 P by the end of the year [3][4] Group 3: Policy Support and Investment - Hohhot allocates 128 million yuan annually to support the AI industry through various vouchers, enhancing the development of a trusted data space [3][4] - The conference will feature significant research reports that provide guidance for optimizing national computing power layout and promoting regional coordinated development [4] Group 4: Future Development Goals - Future initiatives include strengthening computing infrastructure, accelerating the construction of zero-carbon data centers, and enhancing the security of data circulation [6][7]

Group 1 - Digital Realty, the largest global provider of cloud- and carrier-neutral data center solutions, will release its financial results for Q2 2025 on July 24, 2025, after market close [1] - A conference call to discuss the financial results will take place at 5:00 p.m. ET / 4:00 p.m. CT on the same day [1] - Investors can participate in the call by dialing specific numbers for domestic and international callers and referencing the conference ID [2] Group 2 - Telephone and webcast replays of the conference call will be available starting one hour after the call until August 24, 2025 [3] - Digital Realty offers a comprehensive range of data center, colocation, and interconnection solutions, with a global footprint of over 300 facilities across more than 50 metropolitan areas in 25+ countries [4] - The company's PlatformDIGITAL® provides customers with secure data meeting places and a proven methodology for managing Data Gravity challenges [4]

Google’s data center energy use doubled in four years | TechCrunch https://t.co/cABQJUx3sF ...

Core Viewpoint - The article discusses the significant stock price drop of Equinix following its analyst day event, despite a generally positive outlook for the company and its growth prospects in the data center market driven by AI and cloud services [1][3][26]. Company Overview - Equinix is the leading global data center REIT with extensive ownership in major internet hubs worldwide, leveraging its scale to provide unique cross-connection and access services [3][4]. - The company has historically seen revenue and share price growth in tandem, indicating strong market performance [3]. Stock Performance - Following the analyst day event, Equinix's stock price fell from over $900 to just above $700, representing a nearly 18% decline in a short period [2][26]. - The stock has since rebounded slightly to around $786, reflecting lower trading multiples compared to previous weeks [30]. Growth and Market Potential - Equinix anticipates a $250 billion total addressable market driven by AI and ongoing cloud and networking business [9]. - The company projects a 5%-9% annual growth in AFFO per share through 2029, with potential acceleration towards the higher end after 2026 [25][23]. Interconnection Ecosystem - Equinix's interconnection ecosystem is a key differentiator, contributing to revenue growth and customer retention, making it difficult for clients to switch providers [14][15]. - Interconnections are expected to grow at an 11% CAGR, highlighting the importance of this aspect in the company's strategy [11]. Financial Metrics - Equinix is targeting a 26% IRR for its upcoming DC17 project, supported by a low cost of capital of 3.4% [19][21]. - The company maintains a strong balance sheet with a BBB investment-grade rating, allowing for favorable debt raising opportunities [23]. Churn and Market Reaction - The market reacted negatively to discussions of elevated churn rates, which Equinix's CFO attributed to macroeconomic conditions and customer bankruptcies [26][28]. - The CEO clarified that some churn is intentional, aimed at optimizing revenue by replacing lower-paying customers with higher-paying ones, indicating a strategic approach rather than a sign of weak demand [38][39]. Conclusion - The stock's decline post-analyst day may have been an overreaction to concerns about churn and growth forecasts, which, upon deeper analysis, appear more favorable [42].

- I'm gonna see the GPU guys. This is it. Welcome to an AI data center where you can hear.This is extremely loud right now. And feel. This can blow dry my hair.The power. The AI's in there. By 2028, data centers like this across the country could use 12% of all US electricity, enough to power more than 55 million homes for a year.And yes, you are increasing that energy. Every time you hit enter on an AI prompt, it's routed through places like this. - You know, we need to do the AI.And we need more than doub ...

Core Insights - IREN Limited has appointed Anthony Lewis as Chief Capital Officer to oversee capital markets activities and develop the company's capital structure and financing strategy, particularly in AI infrastructure investments [1][3] - Lewis brings over 22 years of experience from Macquarie Group, where he was Co-Treasurer responsible for global funding and capital management [2] - The appointment is expected to align IREN's financial strategy with growth opportunities in AI and compute infrastructure [3] Company Overview - IREN is a vertically integrated data center business focused on Bitcoin, AI, and renewable energy, operating in renewable-rich regions across the U.S. and Canada [6] - The company has secured 2,910 MW of grid-connected power across more than 2,000 acres, with a multi-gigawatt development pipeline [6] - IREN operates 810 MW of data centers supporting Bitcoin mining, AI cloud services, and AI data centers, with 50 EH/s of Bitcoin self-mining capacity and 1,896 NVIDIA GPUs for AI cloud services [8]

This news release constitutes a “designated news release” for the purposes of the Company’s prospectus supplement dated May 30, 2025 to its short form base shelf prospectus dated May 15, 2025 MIAMI, July 01, 2025 (GLOBE NEWSWIRE) -- Digi Power X Inc. (“Digi Power X” or the “Company”) (Nasdaq: DGXX / TSXV: DGX), an innovative energy infrastructure company that develops data centers, is pleased to provide unaudited comparative Bitcoin (“BTC”) production results for the quarter and month ended June 30, 2025, c ...