China is building a slew of data centers in its once-restive Xinjiang region that it hopes will power its ambition to be a world leader in AI https://t.co/c4IhKFFWs3 ...

SATO Establishes Qritical.AI Inc. to Develop New AI Digital Infrastructure OperationsQritical.AI to launch with inaugural project delivering sovereign AI infrastructure for Canadian large language models (LLMs) and inference workloads with Quebec as first project locationJuly 10, 2025 8:30 AM EDT | Source: SATO Technologies Corp.Toronto, Ontario--(Newsfile Corp. - July 10, 2025) - SATO Technologies Corp. (TSXV: SATO) (OTCQB: CCPUF) (the "Company", or "SATO") SATO Technologies Corp. ("SATO" or ...

Two additional EDCs accelerates rollout, expanding edge infrastructure and increasing carrier accessJACKSONVILLE, Fla., July 10, 2025 (GLOBE NEWSWIRE) -- Duos Technologies Group, Inc. (“Duos” or the “Company”) (Nasdaq: DUOT), through its operating subsidiary Duos Edge AI, Inc. (“Duos Edge AI”), a provider of adaptive, versatile and streamlined Edge Data Center (“EDC”) solutions tailored to meet evolving needs in any environment, today announced the upcoming deployment of two new EDCs in Corpus Christi, Texa ...

Core Insights - FuelCell Energy, Inc. and Inuverse have signed a Memorandum of Understanding (MOU) to explore deploying up to 100 megawatts (MW) of fuel cell-based power at the AI Daegu Data Center, aiming to make it Korea's largest data center starting in 2027 [1][5] Company Overview - FuelCell Energy specializes in high-efficiency fuel cell platforms that provide clean, reliable energy solutions, helping data centers meet energy and climate goals without operational disruptions [3][7] - The company operates the largest single-site fuel cell park in Korea, with a capacity of 58 MW, showcasing the reliability and commercial readiness of its technology [5] Technological Capabilities - The AI DDC will utilize advanced cooling technologies, including absorption chilling powered by thermal energy from FuelCell Energy's systems, which are designed to reduce operational costs and enhance performance [2][4] - FuelCell Energy's systems are capable of rapid deployment, providing modular, phased, onsite power in months, which is essential for meeting the energy demands of AI and cloud computing [4] Strategic Collaboration - The partnership with Inuverse is expected to expand FuelCell Energy's presence in Asia and demonstrate its ability to support decarbonization and reduce particulate emissions in the digital economy [5][6] - Inuverse aims to address the increasing data processing demands of the AI era while achieving renewable energy and ESG objectives through this collaboration [6][9]

Core Insights - PureVoltage Hosting announces a major expansion at the Telehouse facility in Staten Island, New York, reinforcing its position as the largest client at this location and commitment to providing high-performance infrastructure services globally [1][2] Capacity Expansion and Power Investment - The expansion includes the addition of 96 secure private-locking racks and 500kW of power, enhancing the company's ability to support enterprise, cloud, colocation, and AI workloads with improved reliability and flexibility [2] - PureVoltage has increased its connectivity to the New York International Internet Exchange (NYIIX), now exceeding 800Gbps of capacity, ensuring ultra-low latency and fast routing to major carriers and ISPs [4] Infrastructure Resilience - PureVoltage has maintained over 12 years of uninterrupted service at the Telehouse facility, demonstrating resilience even during catastrophic events like Hurricane Sandy, with no power-related downtime [3] Robust Features and Custom Solutions - The company offers a range of services including dedicated servers, bare metal, colocation, and cloud VPS solutions, designed to scale seamlessly for various workloads such as AI training clusters and fintech applications [5][10] - Key features include DDoS protection, 24/7 proactive network monitoring, carrier-neutral bandwidth, and compliance-ready environments [6] Vision for Future Growth - PureVoltage aims to expand across key markets including New York, Dallas, Los Angeles, Seattle, Tampa, and Chicago, with its relationship with Telehouse being crucial for future growth [6] - The Staten Island facility is strategically located for disaster resilience and long-term uptime, supporting enterprise digital transformation [9]

Regulators in Ohio, a key data center market, ruled that data centers will have to pay for some of their energy requests regardless of whether the electricity ends up being needed https://t.co/5qS95UBCCQ ...

| Company | | Location | Number Of Chips | Type Of Chip | Status | Notes | | --- | --- | --- | --- | --- | --- | --- | | | | U.S. | 16,384 | H100 | Operating | Nvidia rents these servers for its DGX Cloud service | | awa | Amazon Web Services | Berwick, Pa. | Unknown | GPU | Planned | Data centers would be located | | | | | | | | next to a nuclear power plant | | | | Phoenix area | Unknown | GPU | Operating | | | | | U.S. | >200,000 | Trainium2 | Planned | AWS plans to build a Trainium | | | | | | | | clust ...

Exclusive: Yplasma zaps the air to cool chips for data centers | TechCrunch https://t.co/b9Gamp1vda ...

Core View on CoreWeave - CoreWeave's stock has increased by 160% since the last bullish coverage, driven by power-limited and data center supply shortages amid the race for AI leadership [1] - The company is strategically positioned to capitalize on the growing demand for AI infrastructure [1] Leadership & Management Analysis - CoreWeave demonstrates a proven track record in scaling businesses, with smart capital allocation and insider ownership [1] - The company has shown consistent revenue growth and provides credible guidance [1] Market Disruption & Competitive Positioning - CoreWeave possesses a strong technology moat and first-mover advantage in the AI sector [1] - The company benefits from network effects that drive exponential growth and has achieved market penetration in high-growth industries [1] Financial Health & Risk Management - CoreWeave exhibits sustainable revenue growth with efficient cash flow management [1] - The company maintains a strong balance sheet and a long-term survival runway, avoiding excessive dilution and financial weakness [1] Valuation & Asymmetric Risk/Reward - CoreWeave's valuation is assessed through revenue multiples compared to peers and DCF modeling [1] - The company has institutional backing and positive market sentiment, ensuring downside protection with significant upside potential [1] Portfolio Construction & Risk Control - CoreWeave's investment strategy includes core positions (50-70%) in high-confidence, stable plays, growth bets (20-40%) in high-risk, high-reward opportunities, and speculative investments (5-10%) in moonshot disruptors [1]

Core Insights - Applied Digital (APLD) is shifting its focus towards hyperscale data center leasing, particularly for AI infrastructure, as its Cloud Services segment struggles to achieve profitability [1][4] - APLD's third-quarter fiscal 2025 revenues increased by 22% year-over-year to $52.9 million, but the Cloud business generated only $17.8 million, reflecting a sequential decline due to technical issues and a shift to on-demand capacity [1][9] - The Data Center Hosting segment is gaining traction, supported by significant financing agreements, including a $5 billion deal with Macquarie and a $375 million agreement with SMBC [2] Financial Performance - APLD's Cloud Services business incurred over $10 million in losses during the fiscal third quarter, facing competitive pressure from CoreWeave [3] - The company is exploring options to divest or spin out its Cloud Services business, which is seen as a hindrance to its leasing negotiations and potential REIT transition [3][4] - APLD's stock has increased by 20.7% year-to-date, contrasting with a 3.5% decline in the industry [8] Strategic Developments - APLD is developing its Ellendale campus with a planned 400MW critical IT load, with the first 100MW facility expected to be operational in the fourth quarter of 2025 [2] - A landmark $7 billion lease agreement with CoreWeave is expected to provide recurring revenues over 15 years, underscoring the economic potential of APLD's HPC infrastructure [2][9] - The company has a planned buildout of 1.4GW and is engaged in active lease discussions, although it faces execution risks related to high capital expenditures of $30–50 million per month [3] Valuation and Estimates - APLD trades at a forward price-to-sales ratio of 7.97X, which is above the industry average and its five-year median of 5.03X [10] - The Zacks Consensus Estimate for APLD's fiscal 2026 earnings suggests a year-over-year increase of 73.6% [11]