Applied Digital TodayAPLDApplied Digital$10.27 +0.13 (+1.28%) 52-Week Range$3.01▼$12.48Price Target$11.36Add to WatchlistApplied Digital Corporation NASDAQ: APLD stock has captured significant market attention this week. The company's stock price has seen a significant upward movement, surging nearly 50% on June 2, 2025, and continuing to rise in the pre-market hours of June 3, 2025.  A major new business agreement between Applied Digital and Coreweave NASDAQ: CRWV directly fueled this impressive rally.Get ...

[Table_Title] 研究报告 Research Report 3 Jun 2025 全球工业与能源 Global Industrial and Energy AI 数据中心机架高压架构对电网基础设施改造需求 The HVDC distribution system of AI data center rack further prove the needs for grid investment in U.S. 杨斌 Bin Yang 毛琼佩 Olivia Mao bin.yang@htisec.com olivia.qp.mao@htisec.com [Table_yemei1] 热点速评 Flash Analysis [Table_summary] (Please see APPENDIX 1 for English summary) 核心观点： APPENDIX 1 The existing power distribution system cannot meet the higher energy efficiency requirements of AI data centers. At ...

REDWOOD CITY, Calif., June 3, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced that its 2025 Analyst Day will be held on Wednesday, June 25, 2025, starting at 12:30 p.m. ET.The event is designed to give investors, financial analysts and industry analysts an opportunity to hear from members of the Equinix leadership team who will discuss how the company is uniquely positioned to deliver the full spectrum of connectivity and digital infrastructure ...

Core Viewpoint - Hyperscale Data, Inc. reported strong performance from its subsidiary Sentinum, which received approximately 17.4 Bitcoin in May 2025 and about 90 Bitcoin year-to-date, benefiting from the recent increase in Bitcoin prices [1][2]. Group 1: Financial Performance - Sentinum earned approximately 17.4 Bitcoin in May 2025 and approximately 90 Bitcoin year-to-date from its mining operations [1]. - Revenue is calculated daily based on the number of Bitcoin earned at the current market value [1]. Group 2: Operational Updates - Sentinum plans to resume Bitcoin mining operations at its Montana facilities in June 2025, which will enhance its mining capacity with about ten megawatts of power, sufficient for approximately 3,200 S19j Pro Antminers [2]. - Initially, mining operations will commence with around 2,600 Antminers, with plans to scale up to full capacity by July 2025 [2]. Group 3: Strategic Direction - The Company aims to capitalize on the rising Bitcoin prices through selective deployment of its mining fleet rather than selling miners in the secondary market [2]. - Hyperscale Data is preparing for a divestiture of its subsidiary Ault Capital Group, Inc. by December 31, 2025, after which it will focus solely on data center operations and may continue Bitcoin mining [5].

Shares of Applied Digital rose more than 40% after the company said it signed two long-term lease agreements with CoreWeave for artificial intelligence data centers.Nvidia-backed CoreWeave climbed more than 7% following the announcement.Financial terms of the two agreements were not provided, but Applied Digital said it expects $7 billion in total revenue over the approximately 15-year period."Through these newly signed long-term leases with CoreWeave, we are taking a step forward in our strategic expansion ...

据中证报报道，工业和信息化部印发《算力互联互通行动计划》，其中提出，探索构建算力互联网体 系。以算力互联互通平台试点为基础，促进算力设施、资源、业务、应用互联互通，加速公共算力资源 互联成网。探索在现有互联网体系架构内，面向公共算力实现架构增强和能力创新，推动形成一张智能 感知、实时发现、随需获取的算力互联网，实现"一点接入、全算贯通"的算力服务。到2028年，基本实 现全国公共算力标准化互联，逐步形成具备智能感知、实时发现、随需获取的算力互联网。 中证报指出，算力互联网是在现有互联网基础上升级形成的新型基础设施，通过构建统一算力标识、增 强异构计算与弹性网络能力，实现算力资源的智能感知、实时发现与随需获取。算力互联网是当前全球 算力基础设施发展的核心方向，其本质是将分散的算力资源（通算、智算、超算及云边端资源）互联成 逻辑上的"一张网"，通过技术融合与生态协同，重塑算力资源的供给与使用模式。未来，随着标准体系 完善与应用场景拓展，算力将如同水电一样成为社会基础服务，为人工智能、工业4.0等新质生产力提 供底层支撑。 公司方面，据中证报表示， 南兴股份：全资子公司唯一网络已建立及运营的数据中心节点，已覆盖了国 ...

Group 1 - The core viewpoint of the article highlights the financial performance and market position of GDS Holdings, indicating a significant increase in revenue and net profit [1][2] - As of March 31, 2025, GDS reported total revenue of 2.723 billion RMB, representing a year-on-year growth of 11.96% [1] - The company achieved a net profit attributable to shareholders of 763 million RMB, showing a remarkable year-on-year increase of 320.64% [1] Group 2 - GDS Holdings is a leading high-performance data center operator and service provider in China and Southeast Asia, with data centers strategically located in key economic hubs [2] - The company operates large-scale data centers with abundant power supply, high density, and efficiency, ensuring all critical systems have multiple redundancies [2] - GDS is neutral to operators and cloud service providers, allowing clients to choose connections with major telecom operators and access multiple cloud service providers hosted in its data centers [2]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive focuses on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Viewpoint - Riot Platforms, Inc. has appointed Jonathan Gibbs as Chief Data Center Officer to spearhead the development of a new data center platform aimed at expanding the company's operations beyond Bitcoin mining and enhancing revenue diversification [1][2][3] Company Strategy - The new data center platform is part of Riot's strategy to maximize asset value by developing non-Bitcoin-related data centers, which will diversify revenue streams and strengthen contracts with leading technology firms [2] - This initiative builds on Riot's vertically-integrated strategy that leverages Bitcoin mining to create value across its land and power portfolio, positioning the company to benefit from the increasing demand for digital infrastructure driven by cloud computing and AI [2] Leadership and Expertise - Jonathan Gibbs brings over 15 years of experience in designing and building large-scale data centers, having overseen projects totaling more than one gigawatt of capacity and representing over $17 billion in investment [3] - His previous role as Executive Vice President of Product Delivery at Prime Data Centers involved leading the design and construction of data centers across the United States [3] Market Positioning - Riot has a pipeline of over 1.7 gigawatts of power available, strategically located near major markets, which positions the company to effectively meet the strong demand for high-performance computing [4]

DALLAS, June 02, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD), a designer, builder and operator of next-generation digital infrastructure for HPC applications, has entered into two approximately 15-year lease agreements with CoreWeave, the AI Hyperscaler™. Under the lease agreements, Applied Digital will deliver 250 megawatts (MW) of critical IT load to host CoreWeave's artificial intelligence (AI) and high-performance computing (HPC) infrastructure at its Ellendale, North Dakota dat ...