经济观察网重庆市人民政府办公厅印发《重庆市推动"人工智能+"行动方案》，构建重庆数据中心集群 与跨域共享协同发展的算力供给体系。推进"东数西算"工程，以重庆数据中心集群起步区为重点，推动 本地高性能智能算力基础设施建设，加快云边端一体化协同发展。实施"疆算入渝"工程，以市场化方式 推动算力产业链企业赴新疆投资建设智能算力基础设施，持续提质扩容重庆(新疆)算力基地，建设高带 宽算力传输网络，迭代升级西部(国家)算力调度平台，实现多元异构算力灵活调度和统一服务。 ...

Group 1 - The focus on identifying growth stocks beyond data centers is crucial to avoid a portfolio collapse when the data center trend fades [1] - Healthcare is highlighted as a sector with potential for double-digit growth sales, indicating opportunities for investment [1] - Aerospace is noted for its insatiable demand for travel, suggesting a strong growth outlook for companies in this industry [2] Group 2 - Growth retailers are expected to continue expanding, indicating resilience and potential for investment in this sector [2] - Fintech companies like Affirm and Square (now Block) remain popular, showcasing ongoing interest and investment potential in the fintech space [2] - Resource-based companies, particularly in gold and silver, have provided stability in the market during periods of volatility, indicating their importance for investors [3]

Core Viewpoint - Amazon asserts that its data centers do not contribute to increased power bills for residential customers, as detailed in a newly released white paper [1] Group 1: Company Position - Amazon's white paper aims to clarify misconceptions regarding the impact of its data centers on local power costs [1] - The company emphasizes that the energy consumption of its data centers is not directly linked to residential electricity pricing [1] Group 2: Industry Implications - The release of the white paper comes amid ongoing discussions about energy consumption and costs associated with large tech companies [1] - Amazon's stance may influence public perception and regulatory discussions regarding energy use in the tech industry [1]

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Digital Realty Trust, Inc. ( DLR ) is one of the leading global data center operators and continues to show a strong financial position. Today, we will go deeper and analyze the key economic characteristics and ratios, itsArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 4 ...

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Digital Realty Trust, Inc. ( DLR ) is one of the leading global data center operators and continues to show a strong financial position. Today, we will go deeper and analyze the key economic characteristics and ratios, itsArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 4 ...

Efforts over the years to reform NEPA have been thwarted by Democrats who have sided with environmental advocates against Republican lawmakers aligned with business interests.The SPEED Act would blunt the 1969 National Environmental Policy Act, which mandates federal reviews for projects that could affect the environment before permits are issued."For companies like OpenAI that are investing in data centers, networking, and supporting infrastructure across the United States, a more efficient and predictable ...

Core Insights - The artificial intelligence (AI) sector is poised for significant transformation driven by robust demand from various end markets, including hyperscale automation, robotics, healthcare, energy, materials, financials, and cybersecurity over the next five years [1] Company Summaries Applied Digital Corp. (APLD) - APLD is a U.S. designer and operator of high-performance data centers specifically for AI and blockchain workloads, with a Zacks Rank of 2 (Buy) [5][12] - The global AI market is projected to reach $500 billion by 2027, indicating strong long-term growth potential for APLD [5] - APLD's data centers are designed to meet the high power density and cooling requirements of AI applications, which positions the company favorably as demand from hyperscalers increases [6] - The company has secured multi-year leases at its Ellendale campus, expanding from 250 MW to 400 MW, with anticipated lease revenue of approximately $11 billion over 15 years [7] - APLD has reduced its build timelines from 24 months to 12-14 months and is currently developing multiple campuses with 700 MW under construction [9] - The company has an expected revenue growth rate of 30.4% and earnings growth rate of 61.3% for the current year, with significant upward revisions in earnings estimates over the past 60 days [12] Lumentum Holdings Inc. (LITE) - LITE specializes in optical and photonic technologies for telecommunications and data centers, holding a Zacks Rank of 1 (Strong Buy) [17] - The company is focused on developing photonic solutions for AI applications, particularly in data centers, with offerings that include high-speed transceivers and lasers [15] - LITE has seen a surge in demand due to its collaboration with NVIDIA Corp. in developing silicon photonics for networking switches [16] - The expected revenue growth rate for LITE is 56% and earnings growth rate is over 100% for the current year, with positive revisions in earnings estimates noted over the last 60 days [17]

CoreWeave (CRWV) has seen its share price fall more than 60% from its June record amid growing concerns that the AI infrastructure boom may have peaked. New details reported Tuesday by the Wall Street Journal highlight how fragile the buildout has become as operational delays collide with heavy leverage and tightening credit conditions. Investors are increasingly focused on two core risks with CRWV, according to the story. First, the company relies heavily on high interest debt to finance purchases of ad ...

We recently published 10 Stocks Facing Selling Pressure Ahead of Christmas. Fermi Inc. (NASDAQ:FRMI) is one of the biggest losers on Monday. Fermi extended its losing streak to a fourth consecutive day on Monday, dropping 14.87 percent to close at $8.59 apiece as news that one of its major tenants pulled out from an earlier leasing agreement continued to dent investor sentiment. In a regulatory filing last week, Fermi Inc. (NASDAQ:FRMI) said that one of its unnamed prospective tenants, which it inked a $ ...

Hyperscale Data Inc., an artificial intelligence-focused data center company anchored by Bitcoin, said its Bitcoin treasury has reached approximately $75.5 million, representing about 97.5% of its market capitalization. The NYSE American–listed company said the valuation is based on Bitcoin’s price as of December 14, 2025, and Hyperscale Data’s closing share price on December 15. The company also reiterated its long-term objective of holding Bitcoin equal to 100% of its market capitalization as part of ...