Group 1 - Yotta Data Services, an Indian data center company, plans to build one of Asia's largest AI computing hubs with an investment exceeding $2 billion [1] - The project will utilize Nvidia's latest Blackwell Ultra chips, indicating a significant partnership between Yotta and Nvidia [1] - This initiative highlights the growing demand for AI infrastructure in Asia, positioning Yotta as a key player in the region's tech landscape [1]

Applied Digital Corporation (NASDAQ:APLD) is among the 11 Best Bitcoin and Blockchain Stocks to Invest in. Roth Believes that Another Hyperscaler Lease is 'Imminent' for Applied Digital Corporation (APLD) Applied Digital Corporation (NASDAQ:APLD) is among the Best Bitcoin Stocks.   Roth Capital said that Applied Digital has started construction on Delta Forge 1, its AI Factory campus in a strategic southern U.S. market, which is planned to support an initial 430 MW of utility power. The firm believes th ...

Core Insights - Nebius Group is a significant player in the AI ecosystem, providing essential computing capacity for AI model training and deployment in the cloud [1] - The company operates dedicated AI data centers and offers software solutions for AI applications, leading to increased demand and revenue growth [2] - Nebius stock has increased by 120% over the past year, with potential for further growth due to the expanding market [3] Revenue Growth and Market Demand - Data center power demand in the U.S. is projected to rise from 25 gigawatts (GW) in 2024 to 106 GW by 2035, driven by AI needs [5] - Nebius is addressing the shortage of data center capacity by expanding its operations, with plans to increase from 2 data centers in 2024 to 16 by the end of 2026 [7] - The company's active data center power capacity was 170 megawatts (MW) in 2025, exceeding its target of 100 MW, with over 3 GW of contracted capacity secured [7][8] Financial Performance - Nebius reported revenue of $530 million in 2025, a nearly 6-fold increase from the previous year, with expectations for continued revenue growth [9] - Analysts predict Nebius' revenue could increase 27 times over the next three years, potentially reaching $14.5 billion by 2028 [12] - If Nebius trades at 8.4 times sales in 2028, its market cap could rise to $122 billion, nearly 5 times its current market cap of $25 billion [12]

Core Insights - The article emphasizes the importance of reliable dividend-paying stocks, particularly during market downturns, and highlights four types of such stocks in Singapore [1][12] Group 1: Characteristics of Reliable Dividends - A reliable dividend payer is characterized by consistent cash generation and a low payout ratio, supported by a conservative balance sheet [2] - Dividend sustainability is prioritized over high headline yields, ensuring companies can maintain payouts across market cycles [2] Group 2: Company Profiles - **Singapore Exchange Limited (SGX: S68)**: Holds a monopolistic position in Singapore's financial markets, with steady revenue growth and a 20-year history of increasing dividends. For 1HFY2026, SGX has an annualized payout ratio of 65.1% and a low leverage ratio of 0.8 [3][4] - **Keppel DC REIT (SGX: AJBU)**: A data centre REIT with a high occupancy rate of 95.8% as of the end of 2025. It employs various lease structures, including triple-net leases, and has a conservative leverage ratio of 35.3% [5][6] - **ST Engineering Limited (SGX: S63)**: A blue-chip company with steady revenue and earnings growth across its commercial aerospace and defense segments. Its net income rose from S$484.5 million in 2016 to S$768.6 million by June 2025, with an average dividend payout ratio of 85% over the past five years [7][8] - **Valuetronics Holdings Limited (SGX: BN2)**: A technology company with a net cash position of HKD$1,106 million (S$177 million) as of September 2025, representing about half of its market cap. The company has no debt and allocates 30%-50% of earnings for dividends, allowing for flexibility in capital allocation [9][10] Group 3: Investment Considerations - Investors should monitor changes in dividend policies and economic cycles, even when considering stable dividend-paying stocks [11]

Core Viewpoint - Carrier Connect Data Solutions Inc. has announced a private placement offering of up to 5,000,000 units at a price of $1.60 per unit, aiming to raise up to $8,000,000 in gross proceeds [1][4]. Group 1: Offering Details - Each unit consists of one common share and one-half of a common share purchase warrant, with each whole warrant exercisable into one common share at an exercise price of $2.10 for 24 months [2]. - The offering is subject to regulatory compliance and will be available to Canadian residents and investors in other jurisdictions, with no hold period for the issued units [3]. - The company has granted agents an option to sell an additional 750,000 units for up to $1,200,000 in gross proceeds [4]. Group 2: Use of Proceeds - The net proceeds from the offering will be allocated towards acquisitions, debt repayment, capital improvements, data center expansions, marketing, staffing, and general corporate purposes [4]. Group 3: Company Overview - Carrier Connect Data Solutions focuses on acquiring Tier II/III data centers globally, providing co-location and data center solutions to AI companies, service providers, enterprises, and small businesses [8]. - The company operates in principal markets including Vancouver and Ottawa in Canada, and Perth in Australia, serving clients with primary or ancillary data center needs [8]. Group 4: Closing and Regulatory Approval - The offering is expected to close on or about February 26, 2026, pending necessary regulatory approvals, including acceptance from the TSX Venture Exchange [6].

Core Insights - The U.S. data center build-out is projected to reach approximately 100 gigawatts by 2028, with current installed capacity estimated between 35 and 40 gigawatts at the end of last year [1] - There is a planned addition of about 17 gigawatts by 2026, indicating a strong growth trajectory for the sector [1] - A significant backlog of over 165 to 200 gigawatts is planned through 2030 and beyond, reflecting continued confidence in market growth [1]

🇮🇳 LATEST: Adani Group plans to invest $100B to build sovereign AI data centers across India. https://t.co/PXmg1zrlWH ...

Group 1: Investment in Data Centers - Technology giants like Alphabet and Meta Platforms are significantly increasing their capital expenditures to support cloud computing and AI growth, with Alphabet planning to invest $175 billion-$185 billion by 2026 and Meta increasing its capex by 73% to $115 billion-$135 billion this year [1] - Large tech companies are expected to invest over $500 billion in total this year to enhance their data center capabilities [1] Group 2: Utility Sector Benefits - Utilities are also benefiting from the data center spending boom, as AI data centers require substantial power for specialized chips and cooling systems [2] - NextEra Energy is a leading utility in this sector, building power generation capacity and developing powered data center hubs to support the growth of data centers [2] Group 3: NextEra Energy's Projects - NextEra Energy originated 13.5 gigawatts (GW) of new generation and battery storage projects last year, marking its best year for new project originations, and currently has a backlog of 30 GW of projects [3] - The utility has signed power purchase agreements with Meta Platforms totaling 2.5 GW of clean power capacity, in addition to the 500 megawatts it already supplies [4] Group 4: Development of Data Center Campuses - NextEra Energy is developing data center campuses with associated power generation, partnering with Alphabet's Google to create multiple new GW-scale data center campuses [5] - The partnership with Google includes contracts to supply 3.5 GW of power, which involves plans to restart the dormant Duane Arnold nuclear power plant in Iowa [5]

Billionaire Gautam Adani Earmarks $100 Billion To Develop AI Data Centers Across India https://t.co/k7Wad3ik9N (📸: Associated Press) https://t.co/3ZcGRgGuvt ...

Core Viewpoint - IREN Limited (NASDAQ:IREN) is recognized as a significant player in the Bitcoin and blockchain sector, with recent analyst ratings reflecting mixed outlooks on its stock price and performance [1][2]. Financial Performance - B. Riley increased its price target for IREN from $74 to $83 while maintaining a Buy rating, despite reporting an adjusted EBITDA of $75.3 million for Q2, which was below expectations [3]. - Cantor Fitzgerald retained an Overweight rating but reduced its price target from $136 to $82, citing a shift from Bitcoin mining to AI computation amid declining hash rates and Bitcoin prices, which has negatively impacted revenue and EBITDA [5]. - Macquarie analyst Paul Golding lowered his price target from $95 to $70 while keeping an Outperform rating [4]. Company Operations - IREN Limited operates as a vertically integrated data center company, utilizing renewable energy to support Bitcoin, AI, and other applications, strategically located in areas rich in renewable resources and fiber connectivity across the U.S. and Canada [6]. - The company has expanded its capacity by adding 1.6 gigawatts through the Sweetwater 1 and 2 projects in Texas and a new campus in Oklahoma, with a goal of achieving $3.4 billion in annualized run-rate revenue by the end of 2026 [3]. Market Position - IREN is listed among the best Bitcoin stocks, indicating its relevance in the cryptocurrency market [2]. - Despite its potential, some analysts suggest that other AI stocks may offer better upside potential with less risk [7].