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Why SoftBank is betting $4 billion on DigitalBridge as AI infrastructure heats up
Invezz· 2025-12-29 14:27
The move signals SoftBank's aggressive push to consolidate AI infrastructure assets as the industry races to build the computing capacity AI demands. Shares surged more than 50% in premarket trading as investors placed bets on how this acquisition accelerates the global AI infrastructure buildout. DigitalBridge stock spikes ahead of decision Copy link to section DigitalBridge stock jumped from Friday's close of $13.62 to $20.10 in premarket trading Monday morning, reflecting the market's appetite for digita ...
SoftBank Group to Buy Data Center Investment Firm DigitalBridge
WSJ· 2025-12-29 14:11
SoftBank Group agreed to buy all outstanding shares of DigitalBridge Group for $16 apiece, part of the Japanese conglomerate's strategy to take advantage of an AI-driven boom in digital infrastructure. ...
Hyperscale Data Establishes 2026 Disclosure Schedule for Bitcoin Treasury, Michigan AI Data Center Progress and Monthly Estimated Asset Updates
Prnewswire· 2025-12-29 11:00
Core Viewpoint - Hyperscale Data, Inc. is establishing a structured communication schedule for 2026 to provide consistent updates on its long-term strategy focused on AI infrastructure and Bitcoin treasury management [1][2] Group 1: Communication Schedule - Starting January 2026, the company will provide weekly updates on its Bitcoin treasury strategy, bi-weekly updates on its Michigan AI data center, and monthly updates on estimated total and net assets per share [2][7] - The updates aim to enhance transparency and allow investors to track the company's progress more effectively [2] Group 2: Financial Estimates - As of November 30, 2025, the company's estimated total assets were approximately $1.17 per share of Class A common stock, while estimated net assets were about $0.52 per share [2] - These estimates are based on management's preliminary, unaudited assessments and may differ from future GAAP financial statements [3] Group 3: Business Operations - Hyperscale Data operates a data center through its subsidiary Sentinum, focusing on mining digital assets and providing colocation and hosting services for AI ecosystems [5] - The company plans to divest Ault Capital Group, Inc. in Q3 2026, which will allow it to concentrate on high-performance computing services and digital asset management [6]
CoreWeave (CRWV)’s Really Important to NVIDIA, Says Jim Cramer
Yahoo Finance· 2025-12-29 09:35
We recently published 10 Stocks Jim Cramer Discussed.  CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks on Jim Cramer discussed. CoreWeave, Inc. (NASDAQ:CRWV)’s shares, like those of OpenAI’s, have seen friction over the past couple of months. Since late October, they have lost 45% amidst chatter in the market about sluggishness in data center buildout and an AI bubble. CoreWeave, Inc. (NASDAQ:CRWV)’s shares have seen analyst action as well in December. For instance, Citi resumed coverage with a Buy rat ...
Precious Metals Under Pressure, Crypto Gains, Updates on Ukraine Peace Deal
Youtube· 2025-12-29 09:15
The CNBC app, global market [music] news in one place. Customizable sections and personalized alerts. Stocks tracking, [music] interactive charts and market insights, all in your hands. So as you can see we've scooped up about a tenth of a percent from the outset. Silia. And as we look at the final trading days of 2025, also worth keeping in mind that of course we're likely to see also lower volumes this week. We have the bank holiday on uh for New Year's Day as well. So let's see what this week will have f ...
北电数智谢东:AIDC已从“资源容器”转向主动赋能产业的“智能生产系统”
Huan Qiu Wang· 2025-12-29 06:39
【环球网科技报道 记者 林迪】2025年,人工智能正从技术探索迈向规模化落地的关键拐点。企业对AI 的需求已不再局限于单一的算力供给,而是转向"数据—算力—模型—应用"全链路的智能支撑。在这一 深刻变革中,传统数据中心(IDC)正加速向人工智能数据中心(AIDC)演进,成为推动新质生产力 发展的核心基础设施。在此背景下,北电数智以"AI工厂"理念为核心,构建起面向产业未来的AIDC范 式,正在重新定义算力的价值与边界。 从资源中心到 " 能力中心 " "AI产业规模化落地的核心需求是'无感化用AI'。"北电数智首席技术官谢东告诉记者,"这正是AIDC从 资源中心转向能力中心的核心逻辑。"在他看来,真正的AIDC不应只是算力的堆砌,而应是一个能够持 续输出智能产出的生产系统。 据介绍,这一理念在佛山南海桂城智算中心得到了实践。 作为北电数智首个镇街级智算中心,该项目通过深入对接当地多家AI生态企业与工业企业,精准把握 千行百业的实际需求,实现了"算力跟着产业需求走"的按需供给模式。这种"智能调度+生态链接"的机 制,有效解决了长期存在的"算力供需错配"问题。 "我们不是单纯提供算力,而是构建一个覆盖数据、算力、 ...
谷歌为 AI 算力拼了!砸下 47.5 亿美元收购 Intersect Power,连对方债务都接盘了
AI前线· 2025-12-29 05:52
Core Viewpoint - Alphabet, Google's parent company, has agreed to acquire data center and clean energy developer Intersect Power for $4.75 billion in cash, while also assuming the company's debt. This acquisition aims to enhance Google's data center capabilities and reduce reliance on local utility companies for energy supply, which is crucial for AI model training [2]. Group 1 - The acquisition will help Alphabet expand its power generation capacity for new data centers, addressing the increasing energy demands of AI enterprises [2]. - Alphabet previously invested $800 million in Intersect Power in December last year, establishing a partnership with a goal of $20 billion in cumulative investments by 2030 [2]. - The acquisition includes future development projects of Intersect Power but excludes its existing operational assets, which will be sold to other investors and operated as an independent company [2]. Group 2 - The transaction is expected to close in the first half of next year, with Google becoming the primary user of the new data industrial parks [3]. - The parks are designed as integrated complexes that will not only support Google's AI chip deployment but also accommodate AI computing devices from other companies [3].
2 Artificial Intelligence Stocks That Could Soar in the Next Bull Market
Yahoo Finance· 2025-12-28 17:47
Company Overview - Symbotic is an automation technology company that provides AI-powered, end-to-end robotic warehouse solutions, initially focused on optimizing supply chain logistics for retailers and wholesalers [4] - The company generates ongoing revenue through software maintenance, support fees, and operational assistance for deployed hardware [1] Revenue Drivers - The primary revenue driver for Symbotic is the sale of modular, end-to-end automation systems, often integrated into large distribution centers for major clients like Walmart, Target, and Albertsons [2] - Symbotic's contracted backlog is approximately $22.5 billion, representing about 10 times its annual sales, providing exceptional revenue visibility for years to come [9] Market Expansion - Symbotic is expanding into a service-based model through its GreenBox warehouse-as-a-service joint venture with SoftBank, offering automated warehousing to smaller companies [1] - The company has recently entered the healthcare vertical through a client relationship with Medline, potentially opening new market opportunities [2] Financial Performance - Symbotic reported full-year 2025 revenue growth of 26%, reaching nearly $2.3 billion [9] - The company experienced a significant turnaround in free cash flow, reporting about $788 million in the recent fiscal year compared to a negative free cash flow of $102.45 million in the prior year [10] Manufacturing Strategy - Symbotic outsources the manufacturing of its robot components to established automotive suppliers, allowing rapid scaling without the capital intensity of owning large-scale factories [3]
Cipher Mining (CIFR): Rosenblatt Applauds Pivot to AI Infrastructure Amidst Crypto Worst-Case Scenario
Yahoo Finance· 2025-12-28 17:46
Cipher Mining Inc. (NASDAQ:CIFR) is one of the most active US stocks to buy according to analysts. On December 19, Rosenblatt lowered the firm’s price target on Cipher Mining to $25 from $33, while maintaining a Buy rating on the shares. 2025 has been a difficult year for Bitcoin miners, as high network difficulty collided with a sharp downturn in BTC prices to create a worst-case scenario for profitability. The firm also noted that pure-play miners that are solely focused on crypto face significant financ ...