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Maile Kaiser of CoreSite Honored as a CRN® Channel Chief
Businesswire· 2026-02-05 16:00
Core Idea - CoreSite, an American Tower company, has announced that Maile Kaiser, its Chief Revenue Officer, has been selected for the 2026 CRN® Channel Chiefs list, recognizing her influence in shaping channel strategy and driving innovation in the IT sector [1] Company Summary - CoreSite provides interconnected data center solutions that support critical business and AI workloads, impacting everyday life [1] - The recognition of Maile Kaiser highlights the company's leadership in the IT vendor and distribution space [1] Industry Summary - The CRN® Channel Chiefs list is an annual recognition that celebrates executives who are influential in the IT channel, indicating the importance of strategic leadership in the technology industry [1]
Could This REIT Be the Best Way to Play the Data Center Surge?
Yahoo Finance· 2026-02-05 15:05
Core Viewpoint - The data center sector is emerging as a significant investment opportunity in the artificial intelligence (AI) revolution, with companies like Digital Realty Trust positioned favorably to benefit from this growth [1]. Group 1: Investment Opportunities - Data centers are crucial for the AI industry, and companies such as Vertiv, CoreWeave, and Applied Digital are well-placed to capitalize on this trend [1]. - Digital Realty Trust, as the world's largest data center operator, owns over 300 data centers across 50 cities and serves more than 5,000 customers, making it a prime candidate for investors looking to engage with the AI data center market [3]. Group 2: Business Structure and Financial Benefits - Digital Realty Trust operates as a real estate investment trust (REIT), allowing it to pass the majority of its profits from recurring rental revenue to shareholders as dividends, thus avoiding corporate-level taxation [4]. - This structure enables shareholders to benefit more directly from the growth of the AI data center industry, which is projected to grow at an average annualized rate of over 27% through 2035 [5]. Group 3: Growth and Performance - While the AI data center business does not exhibit the explosive growth seen in companies like Nvidia, Digital Realty's third-quarter revenue growth of 10% aligns with its historical performance and analysts' expectations [6].
X @Bloomberg
Bloomberg· 2026-02-05 13:28
A data center boom, driven by increased AI usage, is emerging as a key growth driver for cooling, helping offset Carrier Global Corp.’s soft sales to residential customers and lifting Johnson Controls International Plc’s profit outlook to a decade high. https://t.co/FVBvaHscub ...
Duos Achieves $28 Million Revenue for 2025
Globenewswire· 2026-02-05 13:00
Core Insights - Duos Technologies Group, Inc. achieved its revenue guidance for FY2025, reporting $28 million in revenue, a 288% increase from the previous year, and expects positive adjusted EBITDA in Q4 FY2025 [1][6] Financial Performance - The company recorded a revenue of $28 million for the fiscal year ending December 31, 2025, marking an estimated 288% increase over the prior year and nearly double its previous best year [1] - Duos anticipates achieving positive adjusted EBITDA in the fourth quarter of FY2025, which would be the second consecutive quarter of such performance [1][6] Business Expansion - Duos has expanded its offerings to include Data Center Infrastructure Solutions, enhancing its core data center vertical and supporting the deployment of Edge Data Centers (EDCs) [3] - The company has rolled out 12 EDCs across Texas, with two more expected to ship soon and one planned for Illinois, despite temporary supply chain constraints [3] - The Infrastructure Solutions Group signed approximately $7 million in contracts during Q4, indicating early traction and validating the strategic value of this expansion [4] Technological Advancements - Duos Technologies Group and Duos Edge AI received the Outstanding Innovation Award at the Pacific Telecommunications Conference 2026 for their patented modular Edge AI infrastructure [5] - The company is engaged in discussions with industry leaders regarding the planned expansion of EDCs for AI applications [6] Market Positioning - Duos Edge AI aims to provide high-powered edge computing solutions to underserved communities, focusing on education, healthcare, and rural industries [8] - The company's EDC solutions are designed to minimize latency and optimize performance, with capabilities of providing over 100 kW per cabinet and rapid deployment within 90 days [8]
Forget AI Stocks: This Industrial Winner Is Building AI's Backbone
Yahoo Finance· 2026-02-05 12:14
Group 1: Industry Overview - The artificial intelligence (AI) data center buildout is significant, with hyperscalers like Microsoft, Meta Platforms, and Amazon expected to spend $500 billion on infrastructure in 2023 [1] - The global liquid-cooling market is projected to grow at a 35% annual rate through 2028, driven by the higher cooling requirements of AI chips compared to traditional server racks [5] Group 2: Company Profile - Eaton - Eaton provides essential electrical components for data centers, including switchgears, transformers, power distribution units, uninterruptible power supplies, and energy storage solutions [3] - The company is pivoting its portfolio towards critical infrastructure and has announced the acquisition of Boyd Thermal to strengthen its position in the power and cooling systems business [4] Group 3: Financial Performance and Demand - Eaton has experienced robust demand, with data center orders increasing by 70% year over year and data center sales rising by 40% [6] - The backlog for Eaton's Electrical Americas segment has grown by 20% year over year, reaching $12 billion [6] - In the third quarter, megaproject announcements totaled $239 billion, with data centers accounting for nearly half of that total [6] Group 4: Investment Considerations - Eaton currently trades at 26.4 times projected earnings for the year, indicating strong demand for its services [7] - The company is positioned to benefit from the ongoing hyperscaling spending, with no signs of a pullback in capital expenditures from hyperscalers [7]
Cipher Mining Inc. Announces Pricing of $2.0 Billion of Senior Secured Notes
Globenewswire· 2026-02-04 21:58
NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Cipher Mining Inc. (NASDAQ: CIFR) (“Cipher” or the “Company”), a leading developer and operator of industrial-scale data centers, today announced that its wholly-owned subsidiary, Black Pearl Compute LLC (the “Issuer”), has priced a $2.0 billion offering of 6.125% senior secured notes due 2031 (the “Notes”) at par. The Notes will be sold in a private offering to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Sec ...
Is Applied Digital Stock a Buy or Sell After a Company Director Sold Shares Worth $1.8 Million?
Yahoo Finance· 2026-02-04 19:56
Company Overview - Applied Digital provides digital infrastructure solutions, including high-performance computing (HPC) hosting, cloud services, and data center operations, generating revenue from infrastructure services and GPU computing for AI, machine learning, and cryptocurrency mining clients [2][9] - The company serves enterprise customers in the AI, machine learning, and cryptocurrency mining sectors, focusing on designing, constructing, and managing data centers that support critical workloads for AI and HPC applications [1][7] Financial Performance - In its fiscal second quarter ended November 30, sales rose 250% year over year, reaching $126.6 million, driven by strong demand for data center space [9] - The company's stock price reached a 52-week high of $42.27 on January 28, 2026, reflecting investor excitement over the artificial intelligence sector [8][9] Insider Activity - On January 29, 2026, Board of Directors member Chuck Hastings executed an open-market sale of 45,987 shares at a price of $38.57, realizing a transaction value of approximately $1.8 million [6][8] - After the sale, Mr. Hastings retains 388,372 directly held shares, valued at approximately $14.8 million, indicating continued confidence in the company [4][8] Market Valuation - Applied Digital's price-to-sales ratio exceeds 26, indicating a high valuation, which suggests that it may be a good time to sell shares rather than buy [10] - The stock's one-year total return was 399.32% as of January 29, 2026, indicating substantial appreciation [3]
Deadline Alert: CoreWeave, Inc. (CRWV) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud Lawsuit
Globenewswire· 2026-02-04 17:52
LOS ANGELES, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming March 13, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired CoreWeave, Inc. (“CoreWeave” or the “Company”) (NASDAQ: CRWV) securities between March 28, 2025 and December 15, 2025, inclusive (the “Class Period”). IF YOU SUFFERED A LOSS ON YOUR COREWEAVE INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CL ...
X @The Wall Street Journal
A KKR-led consortium has agreed to acquire a Singapore data-center company valued at $10.9 billion https://t.co/aDXnKHb34T ...
X @Bloomberg
Bloomberg· 2026-02-04 14:56
A €1 billion ($1.2 billion) Munich data center built by Deutsche Telekom AG and Nvidia Corp. will help Germany become less dependent on digital infrastructure outside Europe, according to Finance Minister Lars Klingbeil. https://t.co/zdofr5fslF ...