Core Insights - AgriFORCE Growing Systems Ltd. has announced significant advancements in its Power & Compute strategy, focusing on Bitcoin treasury accumulation, modular compute infrastructure, and energy-first monetization [1][5] Group 1: Operational Milestones - The Berwyn site is the first operational deployment under the Power & Compute Initiative, currently running with a capacity of over 425 kW, with plans to expand to over 625 kW [2][6] - A binding Letter of Intent (LOI) has been signed with BlueFlare Energy™ to develop an additional 1.3 MW of power and compute capacity at two new sites in Alberta [4][6] Group 2: Strategic Vision - The company aims to convert stranded gas into ESG-compliant digital compute rapidly, with a target of reaching 1 EH/s compute capacity by Q1 2026 [3][5][12] - The operational model includes a blended approach where up to 50% of capital raises are allocated to direct Bitcoin purchases, and up to 50% of mined Bitcoin is retained in the corporate treasury [9] Group 3: Infrastructure and Technology - The infrastructure includes high-efficiency mining pods and a proprietary operating system for telemetry and predictive maintenance, ensuring ESG compliance [7][10] - The company has exclusive access to over 50 MW of natural gas, with plans to expand to over 100 MW by 2026, utilizing mobile, off-grid systems to bypass utility delays [12]

此外，尽管已投资人工智能的香港企业投资金额相对可观，不少香港本地企业却尚未开始投资与人工智 能相关的科技。研究显示，日本(90%)、美国(84%)、德国(69%)及英国(68%)的企业在本次研究中表示目 前正在投资人工智慧，比例高于其他所有受访市场。相比之下，目前仅42%的香港企业已投资人工智 能，不及60%的全球平均水平，低于美国和日本两个领先市场。 Colt 区域销售总监兼香港主管刘嘉凤表示，这项研究为我们提供了难得的机会，深入了解人工智能如何 重塑全球资讯科技发展，以及相关投资的优先事项对香港市场的影响。香港政府正积极推动香港成为全 球领先的人工智能枢纽，企业可把握机会大展拳脚。数据显示，42%的香港企业正在投资人工智能科 技，但相信这只是数码发展的起步。 智通财经APP获悉，日前，数码基础设施公司 Colt Technology Services 发布了最新《资讯科技优先策略 报告》。报告发现，目前投资人工智能(AI)的香港企业当中，超过68%公司每年于相关科技上花费25万 美元或以上，而超过四分之一(27%)香港企业的投资数字更介于75万美元至99万美元的较高范围内。与 此同时，27%的新加坡企业、 ...

Core Viewpoint - Crown Castle Inc. is positioned as a digital infrastructure company, focusing on enhancing its asset portfolio and strategic direction in response to recent developments in the industry [8]. Group 1: Company Overview - Crown Castle has experienced significant changes over the past nine months, indicating a dynamic approach to its operations and market positioning [9]. Group 2: Leadership and Participation - The conference call features key company participants, including Interim CEO Daniel K. Schlanger and CFO Sunit Patel, highlighting the leadership's engagement with investors and analysts [2][3].

Core Insights - Applied Digital Corp (APLD) has experienced a significant stock increase of 29.2%, reaching $13.24, following a major announcement of a 15-year, $7 billion partnership with CoreWeave to develop AI data centers [1] - The stock has seen a remarkable rally, with a 48% increase on Monday and a total rise of 73% since the beginning of 2025 [2] Options Activity - APLD has recorded an extraordinary options trading volume, with 489,000 contracts exchanged, which is six times the typical daily volume, including 392,000 call options [2] - The most popular options are the weekly 6/6 13-strike call and the 15-strike call, indicating strong bullish sentiment among traders [2] Analyst Sentiment - Following the recent developments, several analysts have raised their price targets for APLD, although the 12-month consensus target price stands at $13.55, suggesting limited upside potential from current levels [3] - The short interest in APLD is notably high, representing 35.8% of the stock's available float, indicating potential volatility in the stock price [3]

Giresi to further reinforce Vertiv's digital and AI strategy, in support of executional strength, superior customer experience and operational leverageCOLUMBUS, Ohio, June 3, 2025 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced that Mike Giresi will join the company on June 30, 2025 as global Chief Information Officer (CIO), leading company initiatives in AI adoption across the business, cybersecurity, product security, and digital enabled productivity ...

Core Insights - AgriFORCE is enhancing its role in sustainable digital infrastructure development through strategic partnerships and initiatives highlighted at Bitcoin 2025 [1][2][6] Group 1: Strategic Partnerships - AgriFORCE deepened relationships with utility operators, data center OEMs, and energy-integrated hosting platforms, initiating co-development dialogues with North American natural gas aggregators and load-balancing software providers [2] - The new synergies are expected to facilitate the deployment of TerraHash Digital sites across underutilized energy corridors [2] Group 2: Investor Engagement - Institutional interest was significant, with positive feedback received from hedge funds and digital asset infrastructure allocators regarding AgriFORCE's hybrid infrastructure-token model [3] - Follow-up discussions are scheduled with investors interested in sustainable compute yields and inflation-hedged hard asset exposure [3] Group 3: Media Coverage and Thought Leadership - AgriFORCE and CEO Jolie Kahn received media attention during the event, participating in panels and interviews that emphasized the company's dual role in regenerative energy systems and high-efficiency computing [4] - Influencers on platforms like YouTube and X amplified the company's message about the intersection of agricultural innovation and decentralized infrastructure [4] Group 4: Commitment to Sustainability - AgriFORCE reaffirmed its commitment to diversity in energy tech and participated in the "Women in Bitcoin" initiative, promoting inclusive leadership in digital infrastructure [5] - The company is scaling initiatives that connect grid optimization with sustainable land and food systems [5] Group 5: Future Plans - AgriFORCE is fast-tracking two pilot deployments in Q3 2025, one in Alberta and another in the U.S. Southeast, focusing on dual-output capabilities [6] - The company is also upgrading its token economics and aligning with Solana for scalable validator integration [6] Group 6: Upcoming Engagements - AgriFORCE plans to maintain momentum through participation in the North American Blockchain Summit and a targeted investor roadshow in New York, Toronto, and Dubai [7] - These efforts aim to increase global awareness and attract capital to its infrastructure pipeline [7] Group 7: Stakeholder Engagement - AgriFORCE invites stakeholders, utilities, tech partners, and investors to schedule briefings to explore partnership opportunities and joint ventures [8]

Core Insights - AgriForce Growing Systems Ltd. has launched a new division, TerraHash Digital, aimed at developing scalable and energy-efficient Bitcoin mining campuses and digital infrastructure solutions [1][2] - The launch coincides with Bitcoin 2025, the largest Bitcoin conference, where the company will present its strategic roadmap and development priorities [2][3] - The CEO of AgriForce emphasized the importance of combining smart energy strategies and decentralized computing to capture long-term value in the digital economy [3] Company Overview - AgriForce is a technology company focused on innovation at the intersection of agriculture, clean energy, and digital infrastructure [5] - The TerraHash Digital division aims to create high-performance Bitcoin mining campuses that support decentralized compute networks while promoting clean energy reuse and sustainable food production [5] Strategic Focus - TerraHash Digital is part of AgriForce's mission to integrate clean energy and sustainable technologies within the Bitcoin ecosystem [4] - The division is designed to scale responsibly, maximizing profitability while delivering community and environmental benefits [5] Infrastructure and Technology - The company plans to implement vertically integrated mining, controlling land, power procurement, and infrastructure deployment [6] - It aims to utilize low-cost power solutions, including stranded natural gas and flare mitigation [6] - The division will focus on post-halving optimization to ensure uptime reliability and sustained hashrate in a high-difficulty environment [6] - Future innovations may include thermal energy reuse for food production and ESG-aligned colocation zones [6]

Core Insights - Mawson Infrastructure Group Inc. reported a 27% year-over-year growth in digital colocation revenue, reaching $10.4 million, and a 24% year-over-year growth in energy management revenue, totaling $3.1 million for Q1 2025 [6][2] - The company executed a new digital colocation customer agreement for approximately 64 MW of compute capacity, which is expected to drive long-term growth in its digital colocation services [2][6] - Mawson continues to focus on enhancing its offerings in artificial intelligence, high-performance computing, and digital assets while prioritizing carbon-free energy sources, including nuclear power [2][5] Financial Performance - Digital colocation revenue increased by 27% year-over-year to $10.4 million in Q1 2025 [6] - Energy management revenue rose by 24% year-over-year to $3.1 million in Q1 2025 [6] - The company achieved a positive income from operations of $0.6 million in Q1 2025, a significant improvement from a loss of $7.7 million in Q1 2024 [6] Operational Highlights - Mawson's total current operational capacity stands at 129 MW, with an additional 24 MW under development, which will increase total operating capacity to 153 MW upon completion [6] - The new customer agreement involves providing digital colocation services for about 17,453 latest-generation ASICs [6] - The company is strategically positioned in the PJM market, one of the largest competitive wholesale electricity markets in North America [6] Future Outlook - Mawson's management expressed confidence in the company's strategic, operational, technological, and financial execution, indicating a strong position to meet the compute capacity needs of enterprise customers [2] - Upcoming conferences and events are planned for further engagement and visibility in the industry [4]

Core Insights - AgriForce Growing Systems Ltd. is participating in Bitcoin 2025, the largest gathering of Bitcoin professionals, to showcase its vertically integrated Bitcoin mining approach and infrastructure strategy focused on operational sovereignty and sustainable growth [1][2]. Company Overview - AgriForce is a diversified infrastructure and technology company focused on agriculture, energy, and digital innovation, dedicated to solving critical challenges in these sectors [4]. - The company aims to build energy-efficient operations that support long-term value creation, leveraging proprietary infrastructure strategies and clean energy assets [4]. Event Participation - At Bitcoin 2025, AgriForce will engage with investors, energy experts, miners, and infrastructure leaders, highlighting its commitment to operational innovation and decentralized computing [2][3]. - The company plans to participate in networking sessions, private meetings with institutional investors, and provide updates on its expansion and operations in Ohio and Alberta [6]. Strategic Positioning - The CEO of AgriForce emphasized the company's role in shaping energy-efficient digital infrastructure, while the CFO noted the importance of their asset-backed approach for scalability and resilience [3].

Core Insights - TeraWulf Inc. reported a decrease in revenue for Q1 2025, totaling $34.4 million, down 19% from $42.4 million in Q1 2024, primarily due to the April 2024 halving, increased network difficulty, and elevated power prices [4][11] - The company achieved a self-mining capacity of 12.2 EH/s, reflecting a 52.5% year-over-year increase, and self-mined 372 bitcoins during the quarter [6][8] - TeraWulf held $219.6 million in cash and bitcoin as of March 31, 2025, and repurchased $33 million of common stock in 2025 [10][2] Financial Performance - Revenue for Q1 2025 was $34,405,000 compared to $42,433,000 in Q1 2024 [21] - Cost of revenue (excluding depreciation) increased to $24,553,000, representing 71.4% of revenue, compared to $14,408,000 or 34.0% in Q1 2024 [4][11] - The net loss for Q1 2025 was $61,418,000, compared to a net loss of $9,613,000 in Q1 2024 [21] Operational Highlights - The company energized Miner Building 5, increasing total capacity to 245 MW and enhancing hashrate to 12.2 EH/s [1][10] - TeraWulf aims to secure additional HPC customers, targeting 200-250 MW operational by year-end 2026 [1][9] - The average operating hash rate decreased to 7.3 EH/s in Q1 2025 from 8.0 EH/s in Q1 2024 [6] Strategic Initiatives - TeraWulf is focused on developing scalable, sustainable infrastructure for Bitcoin mining and high-performance computing [7][10] - The company plans to begin HPC hosting revenue in Q2 2025 as data halls come online [10] - Management emphasized the importance of disciplined capital allocation, as evidenced by the share repurchase program [10][15]