Saudi Arabia’s new AI company, Humain, is in early talks with global private equity firms to invest heavily in data centers and related infrastructure https://t.co/W5UiJWPU3k ...

Core Insights - Oracle's shares surged by 36% following a significant earnings report, driven by a 359% increase in remaining performance obligations, totaling $455 billion [1] - The company anticipates generating $144 billion in cloud infrastructure revenue by fiscal year 2030, which is eight times the expected $18 billion for fiscal year 2025 [1] Group 1: Oracle's Impact on Data Center Expansion - Oracle plans to build an additional 37 data centers to meet the demands of major clients like Alphabet, Amazon, and Microsoft [2] - The expansion of data centers is expected to lead to increased purchases of related components, creating opportunities for other companies in the sector [2] Group 2: Beneficiary Stocks - Credo Technology Group, which specializes in active electrical cables, is positioned to benefit significantly from Oracle's data center expansion, with shares rising 10% following Oracle's announcement [3][4] - Applied Optoelectronics, valued at approximately $1.7 billion, sells optical transceivers and saw its shares increase by 17% after Oracle's news, indicating potential for growth despite being a smaller player [9] - Coherent, a larger company with a market capitalization of $16 billion, also produces optical transceivers and generated nearly $950 million in revenue from data center markets, showing a more stable investment compared to smaller firms [12][13]

Core Insights - Duos Technologies Group, Inc. has announced the deployment of its latest Edge Data Center (EDC) in Dumas, Texas, as part of its goal to establish 15 EDCs by the end of 2025 [1][4] - The Dumas EDC will enhance real-time data processing capabilities, supporting advanced educational tools and improved connectivity for the Dumas Independent School District (ISD) [3][4] - This initiative is part of a broader strategy to expand into underserved and high-growth markets, focusing on providing scalable IT resources closer to end users [4][6] Company Overview - Duos Edge AI, a subsidiary of Duos Technologies Group, specializes in adaptive Edge Data Center solutions designed to meet evolving needs in various environments [1][6] - The company aims to minimize latency and optimize performance by deploying high-powered edge computing solutions, ensuring reliable and secure technological access for schools and local communities [6][9] - Duos Technologies Group operates in sectors including education, healthcare, and rural industries, with a mission to bring advanced technology to underserved communities [5][9] Educational Impact - The partnership with Dumas ISD is expected to significantly strengthen the district's technology capabilities, enhancing academic excellence through improved digital infrastructure [4][8] - The EDC will serve as a localized hub for data processing, enabling better access to digital tools that drive student achievement and workforce readiness [3][4] - Dumas ISD serves approximately 4,300 students and is committed to delivering high-quality education in a supportive environment [7][8]

Soluna Holdings (NASDAQ: SLNH) has closed a scalable credit facility of up to $100 million with Generate Capital to refinance and construct its green data center projects, drawing an initial $12.6 million to fund active builds and refinance existing assets. Get these headlines directly to your inbox: subscribe to Blockspace. The facility includes a delayed‐draw tranche of $22.9 million earmarked for continued development of Project Dorothy 2 and the forthcoming Project Kati 1 data center, as well as an un ...

Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance senior reporter Ally Canal, who is here to keep things simple, understandable, and interesting. Today we're going to be focusing on the US economy ahead of a big Fed decision this week.And that's as the full effect of tariffs still ...

Core Viewpoint - Hyperscale Data, Inc. is shifting its digital asset treasury strategy to focus exclusively on Bitcoin, liquidating its current holdings of approximately $100,000 in XRP to pursue a $100 million Bitcoin treasury strategy [1][2][3]. Group 1: Treasury Strategy - The company plans to place $100 million of Bitcoin directly on its balance sheet, believing Bitcoin to be the most durable and scalable digital asset for stability and long-term value creation [3][5]. - Hyperscale Data will begin making open market purchases of Bitcoin and will provide updates on its holdings every Tuesday [3][5]. Group 2: Historical Context and Rationale - The decision to focus on Bitcoin follows a review of its previous XRP strategy, with management emphasizing Bitcoin's importance in conjunction with its AI data center strategy [2][5]. - Hyperscale Data has been involved in Bitcoin mining since December 2017, which informs its current treasury approach [2][5]. Group 3: Current Holdings and Market Value - As of September 14, 2025, Sentinum's holdings of approximately 15.0022 Bitcoin had a market value of about $1,731,000, derived from mining operations rather than open market purchases [4].

Core Viewpoint - The article highlights two "pick-and-shovel" AI stocks, Nvidia and Iren Limited, as attractive investment opportunities amid a massive investment cycle in artificial intelligence, with projected spending on AI infrastructure exceeding $3 trillion in the next three years [1]. Group 1: Nvidia - Nvidia has a dominant position in the GPU market, controlling up to 90% of it, which is crucial for advanced AI training and inferencing workloads [3][4]. - Despite a significant stock increase of 31,000% over the last decade, Nvidia remains a valuable investment as demand for GPUs continues to grow, with OpenAI projecting the need for 100 million GPUs in the future [4][5]. - Nvidia's data center business is experiencing rapid growth, with sales to data centers accounting for 88% of its revenue last quarter and growing 56% year over year [6]. - The company is expected to grow earnings at an annualized rate of 36% in the coming years, with its stock currently trading at 28 times next year's earnings estimate, which is considered a bargain [7]. Group 2: Iren Limited - Iren Limited is transitioning from Bitcoin mining to building high-performance data centers for AI, presenting significant long-term investment potential [9][10]. - The company's revenue more than doubled to $501 million last year, with adjusted EBITDA growing 395% to $270 million, and projections suggest adjusted EBITDA could reach $1.2 billion in the next three years [10]. - Iren has secured 2.9 gigawatts of contracted power for its data centers and has increased its power capacity by approximately 100-fold over the last four years, addressing the anticipated power shortages in the AI market [11][12]. - The stock has surged 240% year to date, indicating strong investor interest and the potential for substantial growth as demand for AI infrastructure increases [13].

Core Viewpoint - The acquisition of Qinhuai Data's China operations for 28 billion yuan reflects the valuation bubble among A-share IDC companies, indicating a shift in the financial landscape for the industry [1][10]. Group 1: Acquisition Details - Qinhuai Data's China operations were sold for 28 billion yuan, with the deal led by Dongyangguang Industrial Development Co., supported by insurance investment institutions and local government funds [2][3]. - This marks the third ownership change for Qinhuai in ten years, transitioning from Wangsu Technology to Bain Capital, and now to Dongyangguang, each reflecting new ambitions at different development stages [3][4]. - The acquisition is seen as a dual opportunity for Qinhuai, providing technical synergies with Dongyangguang's expertise in liquid cooling and renewable energy assets [3][8]. Group 2: Market Implications - The transaction signals a growing acceptance of IDC assets by insurance capital, which traditionally favors stable, large-scale real estate investments [10]. - The EV/EBITDA ratio for the acquisition is approximately 13 times, suggesting that A-share IDC companies are overvalued, typically ranging from 20 to 30 times [10]. - The successful completion of this acquisition may pave the way for more insurance capital to enter the IDC sector, similar to trends seen in logistics and long-term rental properties [10]. Group 3: Future Challenges and Opportunities - The acquisition allows Qinhuai to prepare for REITs, aligning with the industry's financialization trend, as IDC operations typically match the REITs' requirements for stable cash flow [12][13]. - However, concerns exist regarding Qinhuai's dependency on major clients, which could impact its revenue stability and the potential success of future REITs projects [15][19]. - The integration of Dongyangguang's resources is expected to help Qinhuai meet the evolving demands of large clients while navigating a competitive IDC landscape [19].

Core Viewpoint - Equinex operates as a colocation provider, likened to an airport for data, facilitating the connection and transfer of data packets between businesses globally [2][3][5]. Company Overview - Equinex has data centers in 270 locations across 36 major cities worldwide, emphasizing its extensive connectivity capabilities [5]. - The company owns about two-thirds of its data center locations outright, ensuring control over its infrastructure [6]. Industry Context - The current focus in the AI sector is on training and inference, with Equinex positioned to capitalize on the growing need for connectivity in these processes [6]. - The data center industry is experiencing an energy super cycle, driven by the electrification of various sectors, including AI and transportation [7]. Energy Management - Equinex has a 27-year history of working closely with utilities to secure guaranteed power sources for its operational data centers [8]. - As the company expands, it is actively exploring how to procure power to ensure energy security for both itself and its customers [8]. Customer Engagement - Enterprise customers prioritize privacy, resilience, and performance, while cloud customers seek partnerships to enhance connectivity within their ecosystems [10][11]. - Equinex maintains a balanced portfolio across different regions and industries, allowing it to serve various customer needs effectively [13]. Competitive Landscape - The competition in the data center market is robust, with potential customers considering multiple providers, but Equinex's strategic positioning offers unique advantages [11][12].

Group 1 - Althera42 is a new fund launched by former BlackRock executive Caspar Macqueen and Christian Czernich, focusing on providing working capital to companies in Europe's digital infrastructure without taking equity stakes [2][5] - The fund aims to raise $300 million and plans to execute between 15 and 20 deals primarily in Europe and the UK, with potential North American investments [6] - Althera42's investment strategy involves exchanging upfront capital for a fixed percentage of future revenues over several years, allowing companies to access capital without diluting equity or incurring rigid debt obligations [3][4] Group 2 - The fund targets late-stage private companies with annual revenues between €10 million and €100 million (approximately $17 million to $117 million), focusing on those with recurring or licensing-based revenue models [7] - Althera42's royalty investment model combines the upside of venture capital with the steady cash flow of private debt, with gains distributed to investors quarterly [4] - The fund charges a 2% management fee and a 20% performance fee [4]