By Luciana Magalhaes and Leticia Fucuchima SAO PAULO (Reuters) -Omnia, a data center company owned by Brazilian investment firm Patria, said on Monday it has joined the project to develop a 50 billion real ($9.25 billion) data center in Brazil that is expected to have TikTok as its sole client. Omnia partnered with the Brazilian renewable energy generator Casa dos Ventos to develop the facility, which will be located in the Pecem port complex in the northeastern state of Ceara, executives from both firms ...

Core Viewpoint - Carrier Connect Data Solutions Inc. is increasing its non-brokered private placement due to strong investor interest, aiming to raise up to $4,000,000 through the offering of units priced at $0.70 each [1][2]. Group 1: Offering Details - The offering will consist of up to 5,714,285 units, each unit comprising one common share and one half of a transferable share purchase warrant, with each full warrant allowing the purchase of an additional common share at $1.00 for two years [2]. - Proceeds from the offering are intended for mergers and acquisitions, working capital, and general corporate purposes [2]. Group 2: Company Overview - Carrier Connect Data Solutions focuses on rolling up Tier II/III data centers internationally, providing co-location and data center solutions to AI companies, service providers, enterprises, and small businesses [4]. - The company operates as a carrier-neutral organization, with its principal markets located in Vancouver, Canada, and Perth, Australia, serving clients who utilize its facilities as primary or ancillary data centers [4].

Market Performance - The S&P 500 Index rose by +0.10%, while the Dow Jones Industrials Index fell by -0.52%, and the Nasdaq 100 Index increased by +0.37% on Monday [1] - December E-mini S&P futures rose by +0.09%, and December E-mini Nasdaq futures rose by +0.35% [1] AI and M&A Activity - US stocks were supported by optimism in AI following OpenAI's acquisition of $38 billion in AI computing power from Amazon [2] - Kimberly-Clark announced a $40 billion acquisition of Kenvue, the maker of Tylenol, involving both stock and cash [2] - Eaton agreed to acquire Boyd's thermal business for $9.5 billion, which is related to data centers [2] Federal Reserve Commentary - Fed Governor Stephen Miran expressed that current Fed policy is too restrictive and suggested that neutral policy is significantly below current levels [4] - Fed Governor Lisa Cook indicated that the risk of labor-market weakness outweighs the risk of increased inflation, but did not commit to an interest rate cut in December [5] - Chicago Fed President Austan Goolsbee expressed more concern about inflation than the job market, stating that interest rates could still decrease significantly, but should align with inflation trends [6] Economic Indicators - The October ISM manufacturing index fell by -0.4 points to 48.7, which was below expectations for a rise to 49.5, indicating continued contraction since March 2025 [7] - The October ISM prices paid index decreased by -3.9 points to 58.0, which was weaker than expectations of an increase to 62.5 [7]

Group 1 - The Asia's Power Businesswomen list features 20 influential leaders driving growth in various sectors across the region [1][2] - Many of these leaders are involved in the AI and advanced technology sectors, including data centers, semiconductors, and rare earths [2] - Over half of the featured women are high-performing managers with strong backgrounds in banking, consumer goods, and transportation [3] Group 2 - Mybelle V. Aragon-Gobio, the first woman CEO of Robinsons Land, has initiated a five-year expansion plan worth 125 billion pesos ($2.2 billion) [5][6] - Sarena Cheah, executive deputy chairman of Sunway, is leading the company's overseas expansion, with a significant acquisition of MCL Land for nearly S$740 million ($573 million) [8][9] - Chung Yoo-Kyung, chairman of Shinsegae Inc., is focusing on reviving growth amid a 40% drop in net income, with a strategic shift towards K-beauty products [10][11] Group 3 - Lani Darmawan, CEO of Bank CIMB Niaga, has achieved record net profits for four consecutive years, with a focus on small and midsized businesses [13][14] - Emily Hong, chair of Wiwynn, has driven a 166% revenue increase to NT$391.4 billion ($12.9 billion) in the first half of 2025, capitalizing on the AI server market [16][17] - Kattiya Indaravijaya, CEO of Kasikornbank, has led the bank to a market cap increase of over 100% since her appointment, despite a slight dip in net profit [19][20] Group 4 - Ruchi Kalra, CFO of Oxyzo Financial Services, has overseen the company's profitability and unicorn status, reporting after-tax profits of 3.4 billion rupees ($38.5 million) [22][23] - Margaret Kao, CEO of Marketech International, has seen sales rise 8% to NT$60.7 billion ($2 billion) amid strong demand for semiconductor manufacturing equipment [25][26] - Jamie Khoo, CEO of DayOne Data Centers, is expanding the company's capacity to over 800MW by early 2027, with significant funding raised for growth [27][28] Group 5 - Manasi Kirloskar Tata, vice chairperson of Toyota Kirloskar Motor, has led the company to record sales of 649 billion rupees ($7.4 billion), a 28% increase [30][31] - Kuok Hui Kwong, CEO of Shangri-La Asia, is expanding the hotel group's portfolio despite challenges in the Chinese market, which contributed nearly a third of its $2.2 billion revenue [33][34] - Amanda Lacaze, CEO of Lynas Rare Earths, is navigating opportunities in the rare earth industry, with shares tripling this year amid a 20% sales increase to A$556.5 million ($368 million) [36][38] Group 6 - Priya Nair, the first woman CEO of Hindustan Unilever, is driving a digital transformation strategy to boost sales growth in a slowing market [40][41] - Maggie Ng, CEO of HSBC Hong Kong, has led digital initiatives that contributed to a 6% revenue increase to $21 billion [42][43] - Png Chin Yee, incoming president of Temasek Singapore, will oversee a portfolio with a combined revenue of S$200 billion ($154 billion) [44][45] Group 7 - Jane Sun, CEO of Trip.com Group, has successfully navigated the company through the pandemic, achieving a market cap of over $45 billion [48][49] - Jeny Yeung, incoming CEO of MTR, will manage significant projects worth HK$140 billion ($18 billion) as the company continues to grow [51][53] - Alyssa Yoneyama, CEO of Yonex, has driven a 20% increase in revenue to ¥138.3 billion ($922 million) through strategic marketing and athlete endorsements [54][55] Group 8 - Zhou Chaonan, founder of Range Intelligent Computing Technology Group, has seen a 15% revenue increase to 2.5 billion yuan ($351 million) amid the AI boom [56][57] - Mariana Zobel de Ayala, managing director of Ayala Corp., is leading a $1.5 billion program to refresh the company's property portfolio [58][59]

Core Insights - Digital Realty is collaborating with NVIDIA to enhance next-generation AI infrastructure at its Manassas, Virginia campus [1][2][4] - The partnership aims to address the unique challenges of AI workload deployment, focusing on advanced cooling technologies and power management [2][4][5] Group 1: Collaboration and Initiatives - The collaboration includes the establishment of NVIDIA's AI Factory Research Center, which supports initiatives like the Omniverse DSX blueprint for AI factories [2] - The efforts are designed to implement advanced liquid cooling technologies and explore innovative energy efficiency approaches [2][4] Group 2: Infrastructure and Capabilities - Digital Realty's infrastructure is tailored for high-density power capabilities and sophisticated cooling systems, essential for demanding AI applications [4][5] - The company operates over 300 facilities globally, providing a robust data center platform that supports various technological innovations, including AI [6] Group 3: Strategic Focus - The company emphasizes flexibility and collaboration with technology leaders to optimize infrastructure for specific workload requirements [5] - Digital Realty's commitment to solving complex technical challenges is crucial for enabling AI deployment at scale [4][5]

Core Insights - IREN shares have surged nearly 600% in 2025, reaching an all-time high after announcing a $9.7 billion deal with Microsoft [1][3][5] - The agreement allows Microsoft to access Nvidia chips for its data centers over the next five years, while IREN will also purchase Nvidia chips and related equipment from Dell Technologies for approximately $5.8 billion [2][5] Company Developments - IREN's CEO, Daniel Roberts, stated that the Microsoft agreement marks a significant advancement for the company as it expands GPU deployments across its 3GW secured power portfolio in North America [3] - The company plans to finance its capital expenditures through a mix of existing cash, customer prepayments, operating cash flows, and additional financing initiatives [2] Industry Context - IREN is shifting its focus from Bitcoin mining to providing AI infrastructure, aiming to leverage the increasing demand for computing resources [2]

Group 1: IREN and Microsoft Deal - IREN stock surged nearly 21% to around $73 per share after announcing a $9.7 billion deal with Microsoft, later settling at approximately $67.30 [1] - The agreement allows Microsoft to access Nvidia's GB300 GPUs, supporting its AI ambitions, and also positively impacted Microsoft's stock [2] - IREN's CEO highlighted that the deal validates the company's position as a trusted AI Cloud services provider and opens access to new customer segments among global hyperscalers [2] Group 2: Cipher Mining and AI Workloads - Cipher Mining announced a $5.5 billion, 15-year lease agreement with Amazon Web Services to provide space and power for AI workloads, with a capacity of 300 MW expected by 2026 [3] - The stock of Cipher Mining rose approximately 22% following the announcement [3] - In September, Cipher signed a 10-year, roughly $3 billion high-performance computing colocation agreement with Fluidstack, backed by Google [4] Group 3: Industry Trends - Major tech companies are increasingly forming partnerships with data center firms to secure computing resources as AI demand rises [4] - Bitcoin miners are pivoting their infrastructure to meet the growing demand for AI, leveraging their existing computing power [5] - Google has increased its investment in Bitcoin miner Terawulf, providing an additional $1.4 billion to support project-related debt financing, raising its total stake to $3.2 billion [4]

Core Insights - IREN Ltd has transitioned from Bitcoin mining to AI infrastructure, resulting in a significant stock surge of over 500% this year, benefiting hedge fund manager Paul Tudor Jones with an estimated $84 million profit [1][2]. Group 1: Company Performance - Tudor Investment Corp acquired a 1.47 million-share stake in IREN at an average price of approximately $10.05 per share, which has now increased to around $67, marking a value increase of over 560% [2]. - The stock's rally was significantly boosted by a $9.7 billion, five-year AI cloud services agreement with Microsoft, which includes a 20% upfront deposit and involves deploying NVIDIA's GB300 GPUs at IREN's Texas campus [3]. Group 2: Market Validation - JPMorgan analyst Reginald Smith described the Microsoft deal as a "validation" of IREN's strategic shift towards AI cloud services, surprising skeptics and marking a pivotal moment in the company's evolution beyond Bitcoin [4]. Group 3: Future Outlook - IREN is expected to report its first-quarter results soon, with investors keen on details regarding deal phasing, GPU deployment timelines, and funding plans for its $5.8 billion partnership with Dell Technologies [5]. - The company's shift from mining to AI is seen as a potential blueprint for survival in the post-crypto landscape, with IREN stock being one of the most successful trades for Jones in 2025 [5].

IREN’s (IREN) bull run came to a halt in October, and the stock has been volatile since. Even though the stock still has potential, Wall Street opinions can often spook investors. Something similar is happening with IREN stock right now as H.C. Wainwright downgraded the stock to “Sell.” The firm’s analyst, Mike Colonnese, raised the target price from $36 to $45, which would still be a roughly 30% drop from current levels, but took away the previous “Buy” rating and issued a “Sell” in its place. The downgr ...

Core Insights - Calpine Corporation has announced the second phase of a 400-megawatt power supply agreement with CyrusOne, adding 210MW to the previously announced 190MW, to support a new data center in Texas [1][2] - The new data center is expected to be operational by the fourth quarter of 2026, and the agreement aims to enhance grid reliability while providing significant financial benefits to the community and the state of Texas [1][2][3] Company Overview - Calpine Corporation is the largest generator of electricity from natural gas and geothermal resources in the U.S., with a fleet of 79 energy facilities representing over 27,000 megawatts of generation capacity [4] - The company focuses on clean, efficient, and flexible power generation, benefiting from trends such as the supply of clean natural gas and the need for dispatchable power plants [4] Strategic Partnerships - The partnership with CyrusOne is highlighted as an innovative solution to meet the growing demand for data centers, ensuring grid reliability and responsible energy use [2][3] - Calpine's Powered Land Capabilities (PLC) are designed to meet the unique needs of large-load customers, reinforcing its position as a leader in reliable power solutions for hyperscale developments [3]