ABB expects higher profitability this year as a boom in data centers drives demand for the company’s power-grid products. It also announced a $2 billion share buyback https://t.co/GqEoymRnaF ...

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its executives, alleging that they misled investors about the company's ability to scale its AI infrastructure and meet revenue guidance [1][4] Allegations of Misrepresentation - The lawsuit claims that CoreWeave overstated its capacity to meet customer demand while downplaying operational risks associated with reliance on a single third-party data center supplier [2][8] - Significant delays at the Denton, Texas data center were concealed, with completion pushed back by several months due to construction hurdles, contradicting management's claims of "rapid scaling" [8] Financial Impact - Following the revelation of these delays, CoreWeave's market capitalization fell by approximately $14 billion, with a notable 16% drop in stock price on November 11 after the company lowered its guidance [2][8] - The lawsuit highlights that the company's ability to recognize revenue from its multibillion-dollar backlog was dependent on infrastructure that was reportedly not on track for timely completion [8] Legal Proceedings - Hagens Berman is actively advising investors who purchased CoreWeave shares during the class period from March 28, 2025, to December 15, 2025, and suffered losses [5] - The deadline for lead plaintiff submissions is set for March 13, 2026 [6]

Core Points - CoreWeave, Inc. is under investigation for potential claims against its officers and directors following the termination of its merger agreement with Core Scientific due to insufficient shareholder votes [2] - The company announced lowered revenue guidance for 2025, attributing it to delays from a third-party data center developer, which were later revealed to affect multiple data centers [3] - CoreWeave's stock price experienced a decline of $2.85, or 3.9%, closing at $69.50 per share after news of the delays was reported [4]

Core Viewpoint - Hagens Berman is notifying investors about a securities class action against Fermi Inc. regarding misleading information related to tenant demand and funding for its "Project Matador" AI campus [1][4]. Group 1: Class Action Details - The lead plaintiff deadline for the class action is set for March 6, 2026 [3][8]. - The class period for the lawsuit covers purchases made between October 1, 2025, and December 11, 2025 [3][8]. - The core allegation involves overstated tenant demand and undisclosed risks associated with the primary anchor tenant [3][7]. Group 2: Stock Price Impact - Following the termination of the $150 million Advance in Aid of Construction Agreement by the First Tenant, Fermi's stock price dropped by 33.8% in a single day, closing at $10.09 per share, which is over 50% below its IPO price of $21.00 [5][8]. Group 3: Project Matador Overview - Fermi's "Project Matador" is described as a multi-gigawatt energy and data center development aimed at supporting AI needs [4]. - The company had previously highlighted an agreement with an investment-grade tenant as part of its IPO materials [4].

Summary of Gorilla Technology Group Conference Call Company Overview - **Company**: Gorilla Technology Group (NasdaqCM: GRRR) - **Date of Call**: January 28, 2026 - **Speakers**: Jay Chandan (Chairman and CEO), Bruce Bauer (CFO) Key Points Financial Performance and Projections - **Backlog**: The company has a signed backlog exceeding **$100 million**, which is tied to delivery milestones and represents contracted revenue [4][7] - **Revenue Guidance for 2026**: Expected revenue is projected to be between **$137 million and $200 million**, driven by backlog and ramp-up in data center programs across Asia, the Middle East, and Europe [5][7] - **Data Center Deployment**: Targeting deployment of up to **100 megawatts** by the end of 2026, with plans for several hundred megawatts in subsequent years [6][7] Market Opportunities - **Pipeline**: Actively pursuing deals exceeding **$10 billion** in AI infrastructure and data centers [5][7] - **U.S. Acquisition**: The company is in the process of a U.S. acquisition, which has been delayed due to government shutdowns affecting procurement and approvals [12][13] - **Client Contracts**: A significant contract worth **$1.4 billion** is in place, with the contractor based in Singapore, focusing on AI data center backbone work [15][16] Technology and Infrastructure - **AI Data Center Development**: The company is focusing on building AI reasoning workloads and deploying advanced GPU systems, including the **B300 Grace Blackwell** architecture [16][17] - **Strategic Partnerships**: Collaborating with major partners like NVIDIA, Broadcom, and HPE to enhance delivery capabilities globally [13][14] Financial Strategy - **Project Financing**: Emphasis on non-dilutive project-level capital to maintain corporate cash discipline [19][22] - **Buyback Program**: Increased buyback authorization to **$20 million**, with over **$11 million** already repurchased [35][38] Market Dynamics - **Rising Costs**: Anticipated increases in NVIDIA product prices (60%-70% for DRAM, 20%-40% for HBM3e) are expected to impact gross margins, but the company has structured contracts to manage these costs effectively [27][29] - **Demand Trends**: Increased urgency from clients to secure allocations as prices rise, indicating strong demand for compute resources [30][31] Regional Focus - **India and Southeast Asia**: The AI data center market in India is projected to grow from **$1.9 billion to $4 billion** in the coming years, with significant infrastructure expansion [32][33] - **Global Expansion**: The company is also exploring opportunities in the Middle East, including Saudi Arabia and the UAE, while maintaining operations in Egypt [51][56] Compliance and Governance - **Regulatory Compliance**: Commitment to transparency and compliance with SEC reporting obligations, ensuring accurate disclosures [26][46] R&D and Product Development - **Video Analytics and SDK**: The company has an existing SDK for video analytics and is actively developing integrated solutions for smart city applications [60][61] Conclusion - Gorilla Technology Group is positioned for significant growth in the AI infrastructure and data center market, with a strong backlog, strategic partnerships, and a disciplined financial approach. The company is navigating challenges in the market while focusing on execution and compliance.

Core Insights - The discussion centers around two key growth investment picks for 2026: MercadoLibre (MELI) and Bloom Energy (BE) [3][4]. MercadoLibre (MELI) - MercadoLibre is the market leader in e-commerce and fintech in Latin America, boasting a strong logistics network and brand recognition [15][18]. - The company has shown impressive growth, with revenue increasing by 39% in U.S. dollars and 49% in constant currencies in the most recent quarter [21]. - Unique buyers in commerce grew by 26%, reaching 76.8 million customers, indicating significant market penetration potential [22]. - The fintech platform is also expanding rapidly, with a 41% increase in total payment volume (TPV) in U.S. dollars and 54% in constant currencies [24]. - Despite recent contractions in profit margins, the company is investing for long-term growth, which is expected to yield substantial returns [25][55]. - The e-commerce market in Latin America is still underpenetrated, with only 15% of retail sales occurring online, suggesting years of growth ahead [46][47]. - The company is strategically positioned to capitalize on the growing demand for financial services in underbanked regions [48][49]. Bloom Energy (BE) - Bloom Energy specializes in solid oxide fuel cells, providing on-site power solutions that can be deployed much faster than traditional energy sources [79][80]. - The company is positioned to address urgent energy needs, particularly for data centers, with a significant growth forecast of 71% revenue growth [88]. - Bloom Energy's technology allows for rapid deployment, typically within 90 days, compared to years for grid or nuclear solutions [81][82]. - The company has a strong customer base, including major players like Oracle and Equinix, and is moving towards gigawatt-level energy supply with new capital partnerships [96][97]. - The energy sector is expected to see a significant increase in demand, particularly driven by AI and data center growth, creating a favorable market environment for Bloom Energy [93][94].

Summary of Key Points from the Conference Call Industry Overview - The discussion primarily revolves around the U.S. economy and the Federal Reserve's monetary policy, focusing on employment, inflation, and economic growth. Core Insights and Arguments - **Economic Growth**: The U.S. economy expanded at a solid pace, with consumer spending remaining resilient and business fixed investment continuing to grow. However, the housing sector has shown weakness [2][3]. - **Labor Market**: The unemployment rate was stable at 4.4%, with job gains averaging 22,000 per month in non-farm payrolls. Private payrolls increased by an average of 29,000 per month, indicating some stabilization in the labor market [2][3][10]. - **Inflation Trends**: Inflation has eased from its mid-2022 highs but remains elevated. The total PCE prices rose by 2.9% over the past year, while core PCE prices increased by 3.0%. The elevated inflation is largely attributed to the goods sector, influenced by tariffs, while disinflation is observed in the services sector [3][4][39]. - **Monetary Policy Stance**: The Federal Open Market Committee decided to maintain the federal funds rate target range at 3.5%-3.75%. This decision follows a cumulative reduction of 75 basis points over the previous three meetings, aimed at stabilizing the labor market and guiding inflation towards the 2% target [4][5]. - **Future Rate Adjustments**: The Fed is positioned to adjust the policy rate based on incoming data and evolving economic conditions. The committee emphasized a meeting-by-meeting approach to decision-making [5][27]. - **Tariff Impact**: The effects of tariffs on goods prices are expected to peak and then decline, contributing to a one-time price increase rather than ongoing inflation. The Fed anticipates that as tariff effects diminish, it may allow for policy loosening [39][81]. Additional Important Insights - **Consumer Sentiment**: There is a disconnect between consumer sentiment surveys, which indicate negative perceptions of the economy, and actual consumer spending data, which remains strong [70][75]. - **AI and Labor Market**: The impact of AI on the labor market is being closely monitored, with concerns that it may supplant entry-level jobs. However, technological advancements are also expected to increase productivity over time [76][77]. - **Fiscal Policy Concerns**: The U.S. federal budget deficit is on an unsustainable path, which could pose long-term risks to the economy. The Fed emphasizes the need for addressing fiscal challenges [57][58]. - **Geopolitical Risks**: Geopolitical risks, particularly related to energy prices, are acknowledged, but the current economic outlook remains stable despite global uncertainties [85][86]. This summary encapsulates the key points discussed in the conference call, highlighting the current state of the U.S. economy, labor market dynamics, inflation trends, and the Federal Reserve's monetary policy approach.

据悉，贵安新区电算协同产业联盟于2025年12月13日在贵安新区举办的第二届CCF中国数据大会上成立 揭牌。本次会议进一步明确了联盟使命：聚焦技术标准、科技研发、产业发展三大方向，破解电力与算 力割裂、资源分散、标准缺失等行业痛点，通过"政府搭台、企业唱戏"机制，打造可复制、可推广的电 算协同技术体系、标准规范和商业模式，为全国行业发展贡献"贵州方案"。 交流环节，来自贵州电网公司、华为、联通等12家单位的代表，围绕多主体联动机制、新型供配电方 案、AI技术应用等前沿议题分享见解、凝聚共识。"我们立足贵州国家算力枢纽节点优势，依托贵安智 算基地核心设施，紧扣'东数西算'战略攻关算网电一体化调度等核心技术，同时与贵州电网携手开展算 力-电力映射模型、共享备电及全直流供电示范等研究。"中国联通贵州省分公司企业客户部工业行业总 监张志民说。 联盟明确算力电力协同规划、电力与算力协同调度等13项任务方向，为电算协同发展搭建起"四梁八 柱"。贵安供电局总经理宋永超在谈及联盟规划时说："联盟将秉承'聚能汇数、协同创新、共促发展、 安全合规'宗旨，聚焦'电-算-碳'协同目标，推进做精协同规划、建强协同调度体系、筑牢安全防线 ...

Core Insights - EdgeMode has expanded its joint venture with BAIF, adding approximately 2GW of new planned capacity, bringing the total to 3.5GW across Europe and Central America [1][2][3] Group 1: Expansion Details - The newly added projects include DC Villasequilla (600MW), DC Tomelloso (450MW), and DC Tocumen (1,000MW), with a total of 2.5GW in Spain and 1GW in Panama [2] - The expansion enhances EdgeMode's position as a leading AI data center infrastructure developer, focusing on power-secured and Ready-to-Build (RTB) projects [3][4] Group 2: Strategic Advantages - The agreement brings additional local development resources and market expertise, improving execution capabilities in Spain and Panama [4] - EdgeMode's strategy includes securing land, power, and permitting early, which allows for faster deployment of compute capacity [8] Group 3: Market Demand and Trends - There is a growing demand for AI data center capacity, with industry analysts estimating a double-digit annual growth rate for global AI data center capacity over the next decade [7] - The expansion reflects increasing demand from hyperscale and enterprise off-takers for large-scale, power-secured AI infrastructure [5][6]

Core Viewpoint - Robo.ai Inc. has entered into a Joint Venture with Tachyon9 Corporation to develop high-performance AI data centers and digital infrastructure in the UAE and global markets, addressing a significant infrastructure gap in the sector [1][5]. Group 1: Joint Venture Details - The Joint Venture will be majority owned by Robo.ai and aims to develop a 20 MW AI data center in the APAC or MENA region, expected to be operational within 12 to 24 months [2]. - This facility is specifically designed to support Large Language Model training and critical AI workloads [2]. Group 2: Strategic Initiatives - The partnership follows Robo.ai's Gold Reseller agreement with The Ghazi Group to supply advanced hardware solutions, effectively linking chip supply with facility operations to optimize costs and service stability [3]. - The Joint Venture addresses a global infrastructure gap valued at approximately $200 billion, with a focus on resolving immediate crises in the sector projected to reach $16–25 billion globally in 2026 [5]. Group 3: Market Opportunities - The Joint Venture identifies a Total Addressable Market (TAM) in the APAC and MENA regions, driven by national digital initiatives, estimating these regions will account for 30–40% of global demand for infrastructure solutions [6]. - An immediate regional TAM of $6–10 billion is anticipated, with advanced efficiency technologies allowing the JV to bypass grid constraints [7]. Group 4: Key Pillars of the Initiative - The Joint Venture will implement liquid cooling retrofits to increase rack density without new power infrastructure [8]. - It will deploy edge micro data centers rapidly to support 5G and autonomous vehicle networks, avoiding lengthy traditional build timelines [8]. - The initiative will utilize an "Equipment-as-a-Service" model to potentially reduce initial capital expenditures by up to 62%, enhancing project internal rate of return (IRR) [8].