Industry Overview - The artificial intelligence (AI) infrastructure market is experiencing significant growth, driven by the demand for data center capacity to manage and store cloud computing data [1] - The generative AI market is projected to grow from $40 billion in 2022 to $1.3 trillion over the next decade, indicating a substantial opportunity for investors [2] Company Summaries Vertiv Holdings Co. - Vertiv Holdings is a leading provider of critical digital infrastructure and services, focusing on AI-enabled infrastructure solutions [3] - The company reported a 35% sales growth, reflecting strong market demand and expanded capabilities [4] - For 2025, the Zacks Consensus Estimate projects revenues of $9.97 billion, a 24.5% year-over-year increase, and earnings per share of $3.82, a 34% increase [6] - For 2026, revenues are expected to reach $11.55 billion, a 15.8% year-over-year increase, with earnings per share of $4.85, a 26.9% increase [7] Arista Networks Inc. - Arista Networks provides cloud networking solutions optimized for data centers and cloud computing environments [9] - The company is well-positioned with a strong AI-focused strategy, enhancing customer adoption and growth [10] - For 2025, the Zacks Consensus Estimate shows revenues of $8.73 billion, a 24.6% year-over-year increase, and earnings per share of $2.81, a 23.8% increase [15] - For 2026, revenues are projected at $10.28 billion, a 17.8% year-over-year increase, with earnings per share of $3.18, a 12.9% increase [17] Astera Labs Inc. - Astera Labs develops connectivity solutions for cloud computing and AI applications, with a focus on enhancing connectivity in AI environments [18] - The company expects significant growth from its Scorpio product line, which is projected to account for over 10% of total revenues in 2025 [20] - For 2025, the Zacks Consensus Estimate anticipates revenues of $757.66 million, a 91.2% year-over-year increase, and earnings per share of $1.58, an 88.1% increase [25] - For 2026, revenues are expected to reach $984.46 million, a 29.9% year-over-year increase, with earnings per share of $1.97, a 24.1% increase [26]

Funding & Expansion - AirTrunk, backed by Blackstone, secures $18 billion loan [1] - Loan intended for building a second data center in Singapore [1] Industry Focus - Data center construction signifies growth in the digital infrastructure sector [1]

Blackstone-Backed AirTrunk Gets $1.8 Billion Loan To Build Second Data Center In Singapore https://t.co/Cc2HK0rn85 https://t.co/Cc2HK0rn85 ...

Blackstone-Backed AirTrunk Gets $1.8 Billion Loan To Build Second Data Center In Singaporehttps://t.co/tZoNOBYu75 https://t.co/EIa97LoRIu ...

DALLAS, Aug. 18, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) announced today it plans to break ground in September 2025 on Polaris Forge 2, a $3 billion, 280-megawatt (MW) AI Factory near Harwood, North Dakota. Designed with the ability to scale beyond its initial 280MW, the campus —with initial capacity in 2026 and reaching full capacity in early 2027—further advances Applied Digital's rapid growth and reinforces North Dakota's position as one of the most strategically important des ...

Welcome back. Shares of Cororeweave down about 2% after the company's post IPO lockup expired yesterday afternoon. Coreweave included a somewhat unusual provision in its IPO, allowing a lockup expiration for 83.7% of its outstanding stock or about 401.7% million shares, two trading days following the public release for this quarter's earnings.That of course happened yesterday after 400 p. m. Now the typical 180day lockup period would have been September 24th for Coree.I'm told by several sources that Corore ...

Core Viewpoint - The 2025 Fourth China Advanced Thermal Management Technology Conference will focus on thermal management technologies in the automotive electronics and AI server/data center industries, addressing challenges related to high-performance chips and high-power devices [2][3]. Group 1: Conference Overview - The conference will be held on August 28-29, 2025, in Shanghai, organized by Cheqian Information & Thermal Design Network, with support from various industry organizations [2]. - The event will feature over 60 presentations and more than 600 industry experts in attendance [2]. Group 2: Key Topics and Sessions - The morning of August 28 will cover opportunities and challenges in thermal management driven by AI and smart vehicles, with presentations from companies like Dawning Information Industry and ZTE Corporation [3][28]. - The afternoon sessions will focus on liquid cooling in data centers, featuring discussions on innovative solutions from companies such as Sichuan Huakun Zhenyu and Wacker Chemie [5][30]. Group 3: Specialized Sessions - On August 29, sessions will delve into liquid cooling technologies and their applications, including insights from companies like ZTE and New H3C [6][32]. - The conference will also address high-performance chip thermal management, with presentations from institutions like Fudan University and Zhongshan University [9][36]. Group 4: Emerging Technologies - The conference will explore advancements in thermal management for new energy high-power devices, with discussions on solutions from companies like Infineon Technologies and Hefei Sunshine Electric Power Technology [20][46]. - Topics will include the development of third-generation wide bandgap semiconductor devices and their thermal management techniques [48]. Group 5: Future Directions - The event will highlight the importance of thermal management in the context of digital economy and low-carbon development, emphasizing the role of innovative cooling technologies [28][29]. - The conference aims to foster collaboration and knowledge sharing among industry leaders to drive advancements in thermal management solutions [55].

⚡️ NEW: Galaxy Digital secures $1.4B to build its Helios AI datacenter in Texas. https://t.co/0NgwHmfnz1 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the cloud computing ETF, Huatai-PineBridge (159273), which saw a 0.66% increase and nearly 80 million yuan in trading volume on the day [1] - The fund experienced a net inflow of over 55 million yuan today, with four out of the last five days showing net inflows, totaling over 120 million yuan [1] - Most of the index constituent stocks of the cloud computing ETF closed in the green, with notable gains from Tianyuan Dike (nearly 7% increase) and others like Wangsu Science and Technology and Huasheng Tiancheng (over 5% increase) [3] Group 2 - The report from CITIC Securities emphasizes the investment prospects in the AI computing power industry chain, noting that companies in this sector are experiencing rapid growth driven by AI [5] - Dongwu Securities points out that the accumulation of sentiment around domestic computing power is largely due to speculation about the export capabilities of overseas chips, which has opened market opportunities for domestic solutions [6] - IDC reports that the demand for AI computing power is injecting new momentum into the industry, indicating a potential turning point as data centers upgrade and expand due to increasing power requirements [8]

谷歌已同意出资18亿美元支持项目建设，用于项目相关债务融资。作为对价，谷歌将获得认购约4100万 股TeraWulf普通股的认股权证，相当于8%的股权比例。 周四，TeraWulf(WULF.US)飙升超37%，创年内新高，报7.53美元。消息面上，该公司与Fluidstack签署 了两份为期十年的协议，将为大型云服务商提供高性能计算集群。根据协议，TeraWulf将利用其位于纽 约西部的Lake Mariner数据中心园区，交付超过200兆瓦的关键IT负载。公司声明称，协议总承包收入达 37亿美元，若行使两个五年续约选择权，合同总金额将增至87亿美元。 ...