Company Overview - Equinix, Inc. has appointed Arquelle Shaw as President, Americas, effective immediately, responsible for management, strategy, and growth in the Americas region [1][2] - The company focuses on shortening the path for customers and partners to leverage digital innovation and global connectivity [1] Leadership and Experience - Arquelle Shaw brings over two decades of experience in enterprise technology, sales, and business transformation to her new role [2] - She previously served as SVP, Sales, Americas, for six years and will continue in this capacity until the end of Q3 to ensure a smooth transition [2] - Shaw has held senior roles at Accenture, American Express, and AT&T before joining Equinix in 2019 [3] Strategic Vision - Jon Lin, Chief Business Officer, highlighted Shaw's ability to align global strategy with regional nuances and her track record of driving transformational growth [3] - Shaw expressed her commitment to advancing customers' digital transformation journeys and accelerating innovation in the Americas [3] - The company aims to shape the digital future with greater ambition, leveraging the strength of its exceptional team [3] Company Mission - Equinix aims to empower innovations that enhance work, life, and the planet through its digital infrastructure and interconnected ecosystems [4] - The company connects economies, countries, organizations, and communities to deliver seamless digital experiences and cutting-edge AI solutions [4]

Core Viewpoint - Digi Power X Inc. has executed a purchase order with Super Micro Computer, Inc. to supply NVIDIA B200-powered systems for the launch of its NeoCloud AI infrastructure platform, marking a significant step towards revenue generation in the AI sector [1][3]. Group 1: Company Developments - The Supermicro systems will be deployed in Digi Power X's ARMS 200 pods, with the first deployment scheduled for the Alabama site in Q4 2025 [2]. - The company aims to generate substantial recurring revenue through high-performance GPU cloud rentals, with each megawatt of Tier 3 AI infrastructure expected to contribute significantly [3]. - Digi Power X is advancing the design of the ARMS 300 platform, targeting a total of 55 megawatts of Tier 3 AI infrastructure by 2026-2027 [4]. Group 2: Financial Strategy - The company plans to finance its growth through non-dilutive debt, leveraging platform-driven AI compute revenue to ensure predictable cash flow and strong margins while retaining full equity for shareholders [4]. - The business model is designed for a sub-three-year payback period, indicating a focus on financial efficiency and shareholder value [4]. Group 3: Market Positioning - Digi Power X is positioning itself as a first mover in the AI infrastructure market, aiming to deploy and monetize NVIDIA's Blackwell architecture at cloud scale [5]. - Following the Alabama deployment, additional ARMS 200 systems are planned for Upstate New York, indicating a strategic expansion of operations [5]. Group 4: Company Overview - Digi Power X is a vertically integrated AI and energy infrastructure company that designs and deploys modular Tier 3 data centers and offers enterprise-grade GPU compute through its NeoCloud portal [6].

Core Insights - Hyperscale Data, Inc. reported preliminary revenue of $25.8 million for Q2 2025, marking a 45% increase from $17.8 million in the same period last year [1] - The company reaffirms its full-year revenue guidance for 2025, projecting between $125 million and $135 million [1][3] - The anticipated reconsolidation of Gresham Worldwide is expected to significantly enhance revenue, contributing approximately $10 million in Q4 2025 and an additional $40 million on a pro forma basis for the full year if consolidated from January 1, 2025 [3][4] Financial Performance - Preliminary revenue for the first half of 2025 totaled $50.8 million [1] - The company has reduced its debt by over $20 million year-to-date, improving liquidity [4] - The pro forma total revenue, assuming Gresham's consolidation, could reach between $155 million and $165 million [3] Strategic Developments - The growth in Q2 was driven by commercial lending and trading activities, demand for electronic power solutions, and improved performance of hotel assets [4] - The company is focusing on high-margin software expansion, including blockchain infrastructure and decentralized applications, expected to generate recurring revenue starting late 2025 [4] - Hyperscale Data is preparing to advance the development of a 617,000 square-foot AI data center in Michigan [4] Business Outlook - The company expects to divest Ault Capital Group, Inc. by December 31, 2025, transitioning to solely operating data centers [7] - The fintech sector is showing signs of recovery, with new AI-powered features under development for lending and trading applications [4] - The reconsolidation of Gresham Worldwide is anticipated to occur by October 1, 2025, enhancing the company's revenue profile [4]

Group 1 - The Southern GDS Data Center REIT successfully completed its public offering, raising a total of 2.4 billion RMB, reflecting strong market demand with a public investor subscription multiple of 456 times and a private investor subscription multiple of 166 times [1][2] - The underlying asset of the REIT is the Kunshan Guojin Data Cloud Computing Data Center project, which has a total cabinet scale of 4,192 and an electricity capacity of 29,044 kW, with a projected PUE of 1.24 for 2024 [1] - The project operates on a wholesale business model, providing data center space and hosting services, achieving an average signing rate of 100% over the past three years, indicating strong operational performance [1] Group 2 - The successful issuance of the Southern GDS Data Center REIT is a milestone, marking the first public REIT project in China and creating a new model for private capital participation in public REITs [2] - The CEO of GDS highlighted that the successful issuance signifies a major breakthrough in capital strategy innovation and serves as a model for asset securitization in the digital infrastructure industry [2] - GDS plans to continue deepening capital innovation through the REIT platform, integrating quality assets to promote high-quality development in the digital infrastructure sector, supporting the growth of China's digital economy [2]

RT Duncan (@FloodCapital)$GLXY is my largest position, take a minute to read why, I think $100/share is on the table in the next few years and there is ample liquidity to size into this.Here is a short summary of why I believe $GLXY is such a sleeper and significantly undervalued/misunderstood by the market. Myself and some of the @Delphi_Digital guys @3xliquidated @KSimback are working on a more formal report which will dive way deeper but here is a teaser:@novogratz's @galaxyhq is quite a complex business ...

Investment Rating - The report expresses a bullish outlook on the non-linear rate of AI capability improvement, particularly highlighting the exponential growth in AI performance metrics over the past six years [3]. Core Insights - The total cumulative spend on AI infrastructure is projected to exceed $3 trillion through 2028, with approximately $2.6 trillion allocated for data centers, including chips and servers [5][11]. - Generative AI (GenAI) is expected to create a revenue opportunity of around $1 trillion by 2028, with software spending projected to rise from $16 billion in 2024 to $401 billion by 2028, representing about 22% of total software spending [12][14]. - Consumer spending on GenAI is anticipated to grow from $29 billion in 2024 to $683 billion by 2028, driven primarily by eCommerce, search, and autonomous technologies [14]. Summary by Sections AI Infrastructure and Power Demand - The report indicates that over 110 gigawatts (GW) of power will be needed through 2028, with associated costs for power plants estimated between $210 billion and $330 billion [11]. - A survey by Schneider Electric highlights that grid constraints are the primary barrier to new data center projects, with nearly half of respondents reporting average new data centers of 100+ MW [20]. Data Center Development - Cushman & Wakefield is tracking 47 GW of US data centers in development, with a projected demand of 62 GW through 2028, indicating a significant focus on training-focused data centers [24]. - The report discusses various "de-bottlenecking" solutions for data centers, including building power plants on-site and redirecting power from Bitcoin sites, although these options face execution risks [25][26]. Economic Metrics and Valuation - The report outlines the potential for high returns in building and leasing "powered shells" to hyperscalers, with indicative enterprise value/EBITDA multiples ranging from 10.0x to 15.0x [30]. - Bitcoin stocks are noted to trade at low enterprise value/watt levels, suggesting potential for conversion transactions to high-performance computing (HPC) data centers [27]. AI Adoption and Innovation - The report emphasizes that the level of AI adoption is under-appreciated, with significant investments expected in training AI models due to the high value of improved cognitive capabilities [31]. - The cost per unit of computational power is projected to drop by approximately 90% over a six-year period, indicating rapid innovation and depreciation risk in the GPU replacement cycle [32].

Global Data Center Capacity Growth to Increase 6x Given the surge in AI capex - led by the Big 4 US Hyperscalers - we introduce our Global Data Center Model, which projects worldwide data center capacity growth of +23% pa until 2030. However, our latest AlphaWise survey suggests energy is not the only constraint to building new / bigger data centers. Our new Global DC screen highlights stocks - by geography and sub- sector - exposed to this theme. M Key Takeaways M Global Insight Global Infra, Tech, Utiliti ...

China Cloud/Data Centers: Improved chip availability to better capture AI demand What happened On July 15, Nvidia (NVDA, Buy, Covered by James Schneider, Ph.D.) announced that licenses to sell H20, AI GPU tailored for China, will be granted by the US government and it hopes to start deliveries soon. Additionally, the company plans to release a new, fully compliant RTX Pro GPU for China which is "ideal for digital twin AI for smart factories and logistics". The announcement was made during its founder and CE ...

Company Overview - GDS Holdings Limited is a leading developer and operator of high-performance data centers in China, strategically located in primary economic hubs to meet high demand for data center services [2] - The company offers co-location and a suite of value-added services, including managed hybrid cloud services and managed network services, catering to a diverse customer base including hyperscale cloud service providers and large internet companies [2] - GDS has a 24-year track record of service delivery, fulfilling the requirements of demanding customers for outsourced data center services in China [2] Recent Developments - GDS Holdings announced the successful completion of its initial public offering (IPO) for its China REIT (C-REIT) on the Shanghai Stock Exchange, with the retail offering closing ahead of schedule due to high subscription levels [1] - The IPO attracted significant interest, with the institutional order book being 166 times covered and the retail offering being 456 times over-subscribed [1] - The C-REIT is expected to be listed and start trading on the Shanghai Stock Exchange in early August under the fund code 508060 [1]

注册地位于广州市南沙区的广东奥飞数据科技股份有限公司（证券简称：奥飞数据；股票代 码:300738）7月14日发布公告显示，其参与投资设立的产业投资基金"天泽奥融"已于当日在中国证券投 资基金业协会完成备案。公告显示，奥飞数据认缴出资2亿元，将持有天泽奥融40%份额，天泽奥融总 出资额达5亿元。 | 序号 | 合伙人名称 | 合伙人性质 | 认缴出资额(万元 | 认缴比例 | | --- | --- | --- | --- | --- | | | | | 人民币) | | | 1 | 万联天泽资本投资有限公司 | 普通合伙人 | 4.900 | 9.80% | | 2 | 广州复朴道和投资管理有限公司 | 普通合伙人 | 100 | 0.20% | | 3 | 广州上市公司高质量发展基金合 | 有限合伙人 | 25.000 | 50.00% | | | 伙企业(有限合伙) | | | | | 4 | 广东奥飞数据科技股份有限公司 | 有限合伙人 | 20,000 | 40 00% | | | 合计 | | 50.000 | 100.00% | 公告显示，奥飞数据与万联天泽资本投资有限公司、广州复朴道和投资管理 ...