Apollo's Long-Term Capital to Accelerate Stream's 4+ GW Development Pipeline and Enable Deployment of Billions Into Critical U.S. Infrastructure NEW YORK and DALLAS, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that Apollo-managed funds (the "Apollo Funds") have agreed to acquire a majority interest in Stream Data Centers ("SDC" or the "Company") from Stream Realty Partners ("SRP"). With Apollo's backing, SDC is positioned to execute on a multi-gigawatt pipeline while enabling Apollo ...

Brookfield is launching a dedicated strategy focused on developing infrastructure for AI as it looks to capitalize on a boom in data centers https://t.co/DjUIcB7PxK ...

Core Insights - The market is signaling a significant transformation for Applied Digital Corporation, indicating a pivotal moment as it shifts focus from cryptocurrency hosting to becoming an essential infrastructure provider for the AI industry [2][10] - The company is transitioning into an "AI Landlord," building and leasing high-value digital real estate to major AI players, which is a durable investment strategy backed by physical assets and predictable rental income [3][4] Strategic Developments - Applied Digital has secured a landmark agreement with CoreWeave, involving a total capacity of 400 megawatts at its Polaris Forge campus, with a projected contract value of approximately $11 billion over 15 years [4][5] - This contract provides unprecedented revenue visibility, transforming the financial outlook for Applied Digital and prompting a reevaluation of its market value by investors [5][9] Financial Positioning - The company has raised approximately $270 million in new capital to strengthen its balance sheet, ensuring it can support its capital-intensive data center construction [7][8] - Management has reduced projected data center build times from 24 months to 12-14 months, enhancing operational efficiency and accelerating revenue generation [8][9] Market Sentiment - The surge in call options trading, up 220.9% over the daily average, reflects growing investor confidence in Applied Digital's future as a key player in the AI sector [1][10] - Analysts are increasingly bullish, with several firms raising price targets, some as high as $18.00, indicating a strong belief in the company's growth potential [9]

Financial Data and Key Metrics Changes - In Q2 2025, the company generated $299 million in adjusted gross profit, with a GAAP net income of $31 million, reflecting a significant increase in equity capital to $2.6 billion, up more than $700 million quarter over quarter [13][15][16] - The firm-wide adjusted EBITDA for Q2 was $211 million, with total operating expenses of $133 million [15][16] - The company recorded a negative mark to market adjustment of $125 million due to stock price performance, which will not impact future quarters following the reorganization [15][16] Business Line Data and Key Metrics Changes - The digital assets segment generated $71 million in adjusted gross profit, a 10% increase quarter over quarter, despite a 30% decline in industry-wide spot crypto trading volumes [13][17] - The Global Markets business saw adjusted gross profit rise to $55 million from $43 million in Q1, while the asset management segment generated $16 million in adjusted gross profit, down from $22 million in Q1 [13][17][19] - The data center segment is not expected to report financial results until 2026, with all expenditures currently capitalized [14] Market Data and Key Metrics Changes - The company reported a 20% decline in its crypto trading volumes, outperforming the overall market [17] - The asset management business ended the quarter with nearly $9 billion in total assets under management, reflecting market appreciation and organic growth [19] - The company experienced approximately $175 million in net inflows during the quarter, driven by its venture fund and treasury management solutions [19] Company Strategy and Development Direction - The company is focused on long-term growth, with plans to build out its data center capacity to 3.5 gigawatts, positioning itself as a major player in the AI and HPC sectors [7][36] - The firm is actively pursuing partnerships with over 20 digital asset treasury companies, providing integrated solutions across trading, asset management, and advisory services [22][23] - The management emphasized the importance of regulatory clarity and technological investment to bridge traditional finance and digital assets [23] Management's Comments on Operating Environment and Future Outlook - The management expressed optimism about the future, highlighting July as the best month in the company's history, with all business lines performing well [5][9] - The CEO noted the importance of upcoming regulatory developments and the potential for significant growth in the digital asset space [8][23] - The management acknowledged the challenges posed by market volatility but remains committed to disciplined growth and capital management [16][23] Other Important Information - The company announced the successful completion of its NASDAQ listing and raised nearly $500 million in common equity capital [12][13] - The firm is expanding its partnership with CoreWeave, which has committed to the full 800 megawatts of power at the Helios Data Center [27][36] - The company is also exploring additional land acquisitions to further enhance its data center capabilities [36] Q&A Session Summary Question: Outlook for growth of non-US dollar stablecoins - Management expects limited short-term growth for non-US dollar stablecoins but sees long-term potential as digital currencies replace traditional currencies [41] Question: Update on expected financing cost range for project debt - The expected yield for Phase one financing is projected to be in the 10% to 11% range, with ongoing negotiations for Phase two [42][43] Question: Conversations with hyperscalers and AI companies - Management reported strong demand from hyperscalers and noted that existing partnerships are progressing well [47][50] Question: Competitive environment for treasury strategies - The company is seeing a significant number of opportunities in the treasury space, with expectations of saturation in new company issuance [90]

Digital Assets Opportunity - Global assets have significant growth potential in global wealth allocation, with over $700 trillion in assets potentially tokenized by blockchain technology[28] - As of July 31, 2025, Bitcoin's market cap is $2 trillion, the global crypto market cap is $4 trillion, gold is $141 trillion, global equities are $128 trillion, global bonds are $95 trillion, and real estate is $23 trillion[28, 30] - Galaxy's Asset Management & Infrastructure Solutions has $9 billion combined assets on platform[42] - Balance sheet net digital asset and investment exposure includes $748 million in Bitcoin, $196 million in Ether, $330 million in other token exposure, and $718 million in venture & fund investments[45] - Euro stablecoins could capture approximately 20% of the global stablecoin market[47] Data Center Opportunity - Global data center demand is expected to quadruple by 2030, representing a 298% growth from 55 GW in 2023 to 219 GW in 2030[32] - Hyperscalers are projected to invest over $350 billion in data center CapEx in 2025[34] - Helios is unlocking 4x expansion in load capacity, with +2,700 MW additional load capacity under study[35] Financial Performance - Q2 2025 Net Income is $299 million[16] - Q2 2025 Adjusted Gross Profit is $299,232[16, 58] - Anticipated average annual revenue for combined phases of Helios is over $1 billion, with 90% anticipated EBITDA margins[54, 55]

JACKSONVILLE, Fla., Aug. 05, 2025 (GLOBE NEWSWIRE) -- Duos Technologies Group, Inc. ("Duos" or the "Company") (Nasdaq: DUOT), through its operating subsidiary Duos Edge AI, Inc. ("Duos Edge AI"), a provider of adaptive, versatile and streamlined Edge Data Center ("EDC") solutions tailored to meet evolving needs in any environment, today announced that on July 29, 2025, it hosted key staff members from Congressman Ronny Jackson's office at its modular, SOC 2 Type II compliant EDC in Amarillo, Texas, in colla ...

T5 Data Centers is an established leader in data center design, construction and operations, providing a full range of data center services from development and construction to facility management and operation. They offer customizable, scalable solutions for both enterprise and hyperscale clients, ensuring reliable high- performance computing environments. TORONTO, Ontario and NEW YORK, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (Nasdaq/TSX: BITF) (the "Company"), a global energy and compute infrastru ...

Core Viewpoint - GDS Holdings Limited is set to officially list its China REIT (C-REIT) on the Shanghai Stock Exchange starting August 8, 2025, under the fund code 508060 [1] Company Overview - GDS Holdings Limited is a leading developer and operator of high-performance data centers in China, strategically located in primary economic hubs to meet high demand for data center services [2] - The company’s data centers feature large net floor areas, high power capacity, density, efficiency, and multiple redundancies across critical systems [2] - GDS is carrier and cloud-neutral, allowing customers access to major telecommunications networks and the largest public clouds, hosted in its facilities [2] - The company offers co-location and a suite of value-added services, including managed hybrid cloud services and managed network services [2] - GDS has a 24-year track record of service delivery, catering to large and demanding customers in China, including hyperscale cloud service providers and large internet companies [2] - The customer base includes financial institutions, telecommunications carriers, IT service providers, and large domestic and multinational corporations [2] - GDS holds a non-controlling 35.6% equity interest in DayOne Data Centers Limited, which operates data centers in international markets [2]

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the data center industry, particularly in relation to hyperscale/cloud providers following their 2Q25 earnings reports [1] Core Insights and Arguments - **Capital Expenditure (CapEx) Projections**: - Analysts have increased their aggregate CapEx expectations for hyperscalers by 11% in 2025 to $348 billion and by 18% in 2026 to $431 billion, indicating strong growth in computing and data center infrastructure investments [2] - **Company-Specific CapEx Guidance**: - **Alphabet**: Raised its CapEx guidance to approximately $85 billion for 2025 from $75 billion, driven by investments in servers and accelerated data center construction to meet cloud demand [3] - **Microsoft**: Projected fiscal 1Q26 CapEx exceeding $30 billion, with expectations for FY2026 CapEx to grow from FY25, albeit at a moderated pace [3] - **Amazon (AWS)**: Emphasized that most CapEx will focus on AI-related infrastructure due to higher demand than current capacity [3] - **Meta**: Increased the low end of its FY25 CapEx guidance by $2 billion, anticipating significant growth in 2026 driven by AI training capacity and core business investments [3] - **CapEx Estimates Changes**: - Detailed estimates for major companies show significant year-over-year growth, with Microsoft, Google, AWS, and Meta all experiencing substantial increases in their CapEx projections for 2025 and 2026 [6] Implications for Stocks - **Positive Outlook for Data Center Stocks**: - The report maintains a constructive outlook for data center companies, particularly for Digital Realty (DLR) and Equinix (EQIX), which are expected to benefit from supply-demand tightness in the data center market [6] - Digital Realty reported strong bookings with a 14% growth in renewal spreads for its >1MW category, while Equinix is targeting long-term double-digit revenue growth despite weak cabinet net additions [6] Additional Important Points - **Risks**: - Key downside risks for DLR and EQIX include excess supply-side dynamics in the data center market, weaker-than-expected demand from hyperscaler customers, the impact of higher interest rates on core returns, and pricing pressure [10][11] - **Market Sentiment**: - Investors are focusing on multi-year growth rates rather than just year-over-year capital investment growth rates, indicating a long-term positive sentiment towards cloud and AI service demand [6] This summary encapsulates the critical insights and implications from the conference call, highlighting the robust growth expectations in the data center industry and the strategic positioning of key players within the sector.

Image source: The Motley Fool. Thursday, July 24, 2025 at 9:00 p.m. ET Chief Technology Officer — Chris Sharp Chief Investment Officer — Greg Wright Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Record Bookings-- $177 million in gross new leases signed in Q2 2025, including $135 million at the company's share, with $90 million attributed to the zero to one megawatt plus interconnection category, representing an 18% increase over the previous record set two quarters earlier. Core ...