DALLAS, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) (the “Company,” or “Applied Digital”), a builder and operator of next-generation digital infrastructure designed for high-performance computing (“HPC”) and artificial intelligence (“AI”) workloads, today announced it has entered into a loan facility with Macquarie Group’s Commodities and Global Market’s business (“Macquarie”) to fund the pre-lease development costs for new data center projects. The facility was entered into ...

Core Insights - Carrier Connect Data Solutions Inc. has announced a significant expansion commitment from a leading co-location customer, which will add 90 Kilowatts starting February 2026, with final deployments expected by May 2026 [1][2] - The expansion represents a 58% increase in current billables, translating to an additional CAD $28,000 per month in revenue for the company [2] - The CEO of Carrier Connect expressed satisfaction with the rapid revenue growth following the acquisition of PureColo, highlighting the focus on profitable growth through customer expansion and new client acquisition [3] Company Overview - Carrier Connect Data Solutions Inc. aims to roll up Tier II/III data centers globally, specializing in co-location and data center solutions for AI companies, service providers, enterprises, and small businesses [4] - The company operates as a carrier-neutral organization, with its systems fully independent and owned within its leased space [4] - Current principal markets include Vancouver and Ottawa in Canada, and Perth in Australia, serving clients who utilize its facilities as primary or ancillary data centers [4]

Core Insights - Ares Management Corporation has announced two significant data center transactions in the U.S., highlighting its expansion in global data center exposure and collaboration across digital infrastructure and real estate investment capabilities [1] Group 1: Investment Details - Ares Digital Infrastructure has acquired a 314-acre site in Spotsylvania County, Virginia, along the I-95 South data center corridor, which will be developed into a data center with a capacity of 200 MW [2] - The site will be designed and operated by Ada Infrastructure, utilizing flexible cooling systems to accommodate next-generation GPU loads [2] - A separate Ares Real Estate fund has acquired two hyperscale data centers in Leesburg, Virginia, totaling 745,000 square feet and 165 MW of IT load capacity, fully leased under 15-year triple-net agreements [3] Group 2: Market Position and Strategy - The acquisitions reinforce Ares' leadership in fast-growing sectors such as logistics and data centers, driven by new digital technologies and global supply chain shifts [3] - Ares aims to deliver near-term capacity to customers and create value for local communities and investors through these strategic acquisitions [4] - The investment-grade tenant and triple-net-lease structure of the acquired data centers provide predictable cash flows and strong upside potential, enhancing portfolio diversification [4] Group 3: Company Overview - Ares Management Corporation is a leading global alternative investment manager with over $595 billion in assets under management as of September 30, 2025, operating across multiple regions including North America, Europe, and Asia Pacific [5] - Ada Infrastructure, part of Ares Management, serves hyperscale and enterprise customers with reliable and scalable data center capacity, having a global footprint and multiple in-flight campuses [6]

Investment & Expansion - Ares is investing $700 million (7 亿 美元) to capitalize on the AI boom [1] - The investment includes building a large-scale data center complex [1] - Ares is also acquiring fully-leased properties in Virginia [1]

HIVE Digital Technologies Ltd (NASDAQ:HIVE) is one of the best multibagger penny stocks to buy right now. On December 11, HIVE Digital Technologies Ltd (NASDAQ:HIVE) listed on the Colombian Stock Exchange, marking the first Bitcoin and AI infrastructure company to do so. The firm posted record quarterly revenue of $87.3 million, up 285% year‑over‑year, and is expanding its Paraguay operations with 25+ Exahash mining capacity, plans for 36,000 GPUs, and 400 MW of renewable energy. Already listed in Canada, ...

Core Insights - Amazon has withdrawn funding from REIT Fermi's large-scale data-center project, as reported by Business Insider, citing CEO Toby Neugebauer [1] Company Summary - Amazon was identified as the prospective tenant for the data-center project [1] - The withdrawal of funding indicates a significant shift in Amazon's investment strategy regarding data centers [1] Industry Summary - The decision by Amazon may impact the data center real estate investment trust (REIT) sector, particularly for Fermi [1] - This event highlights potential volatility in the data center market, influenced by major players like Amazon [1]

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Core Insights - Hut 8 is transitioning from a Bitcoin mining company to a significant player in the artificial intelligence (AI) power-generation sector, highlighted by a partnership with Anthropic and a substantial data center lease agreement [1][3]. Business Transition - After spinning off its Bitcoin-mining operations, Hut 8 is focusing on high-performance energy infrastructure for AI factories, which is further supported by a deal with Anthropic [3][4]. Infrastructure Agreement - Hut 8 will collaborate with Fluidstack to provide between 245 megawatts (MW) and 2,295 MW of AI data center infrastructure to Anthropic at its River Bend campus in Louisiana [4]. Financial Details - Hut 8 has signed a 15-year lease agreement worth $7 billion with Fluidstack, expecting to generate an average annual net operating income of $454 million [7]. Backing and Support - Google is providing financial backing for the lease payments, while J.P. Morgan and Goldman Sachs are involved in financing the deal [7]. Market Performance - Following the announcement of the partnership and lease agreement, Hut 8's shares increased by nearly 9%, with a current market cap of $4.0 billion [1][5].

Core Insights - Amazon has withdrawn funding from Fermi America's significant data-center project, leading to a substantial drop in the developer's stock price [1][2] - Fermi America is developing an 11-gigawatt data-center campus in Texas, which aims to meet the increasing energy demands driven by the AI boom [8] Company Developments - Fermi's stock fell nearly 50% after a securities filing revealed the cancellation of a $150 million advance for construction, following the end of an exclusivity period [2] - The CEO of Fermi, Toby Neugebauer, confirmed that Amazon was the prospective tenant and that negotiations were ongoing, with the deal potentially worth over $20 billion over 20 years [3][6] - The project, known as Project Matador, relies on a 99-year ground lease with the Texas Tech University System, contingent on a signed letter of intent with a tenant [9] Financial Context - Fermi America went public in September, pricing shares at $21 and raising over $680 million, but its valuation has since dropped from nearly $14 billion to below $6 billion due to recent stock performance [8][12] - Analysts noted that the anchor tenant attempted last-minute changes to the agreement pricing that were deemed unacceptable by Fermi [10] Market Position - Fermi's project is among the most ambitious efforts to address the energy needs of data centers, with plans to bring 11 gigawatts of new power online over the next decade from various sources [8] - The company is reportedly in discussions with additional tenants, indicating ongoing interest in the project despite the setback with Amazon [11]

AI Infrastructure Demand & Financing Concerns - Demand for AI infrastructure continues to grow [1] - Commercial real estate investors are increasingly concerned about hyperscalers turning to private equity for funding instead of directly funding buildings [2] - Lease agreements with hyperscalers could be risky if technology changes and reduces the need for large data centers [2][3] Financial Risks & Market Dynamics - No data center exits have exceeded $45 billion, raising concerns about valuations [3] - Large technology companies with $4 trillion market capitalization are hesitant to own data center assets, questioning the financial prudence [3] - Private equity firms may be left "holding the bag" with investor money (including pension funds) bearing the risk [4] Regulatory & Public Pushback - Towns are pushing back against data centers due to concerns about electricity rates and water usage [5] - Local politics are a growing concern for the commercial real estate market regarding data centers in 2026 [6] - Chandler, Arizona voted down a new data center due to water issues, highlighting public resistance [6]