OP: To sustain those margins, you need scale. How many mining rigs are you currently operating, and how many megawatts of power are you using?Our all-in breakeven is around $50,000 USD per Bitcoin and is among the lowest in the industry. This advantage comes from maintaining very low energy costs as we are paying 3–4 cents per kWh , which is much cheaper than the US-wide average which sits around 12 cents per kWh. So we are very profitable even with Bitcoin at current levels. As for where the price is going ...

Core Viewpoint - Aofei Data has decided to terminate its plan for a private placement of A-shares originally intended to raise 1.695 billion yuan, citing business development and strategic planning considerations [1][2]. Group 1: Termination of Private Placement - The private placement was intended to fund the "New Generation Cloud Computing and Artificial Intelligence Industrial Park" project, which aimed to enhance the company's IDC infrastructure in North China [2]. - The termination of the private placement was officially confirmed by the Shenzhen Stock Exchange on January 27 [1]. - Aofei Data stated that the decision would not significantly impact its operations or harm the interests of shareholders, particularly minority shareholders [2]. Group 2: Management Changes - Aofei Data's former General Manager, Huang Zhanpeng, resigned from his positions due to personal family reasons and held 124,100 shares, representing 0.01% of the total share capital [1]. Group 3: Financial Performance - Despite the termination of the private placement, Aofei Data reported strong financial performance for the first three quarters of 2025, with revenue reaching 1.824 billion yuan, a year-on-year increase of 15.33% [5]. - The net profit attributable to shareholders was 145 million yuan, up 37.29%, and EBITDA was 827 million yuan, reflecting a 38.77% increase [5]. - The company's IDC services generated approximately 1.387 billion yuan in revenue, a 42.22% increase, driven by improved data center deployment rates and energy management [5]. Group 4: Capital Structure and Financing - Since its listing in 2018, Aofei Data has raised a total of 2.637 billion yuan through direct financing, with cash dividends amounting to only 113 million yuan [5]. - The company's asset-liability ratio was reported at 75.83% as of the end of the third quarter of 2025, indicating a high level of financial leverage [5].

Digital Edge, an Asian digital infrastructure firm backed by alternative asset manager Stonepeak Partners, plans to invest $4.5 billion to build one of Indonesia’s largest data center campuses. https://t.co/4P1J7mbOUg ...

Core Insights - Applied Digital has experienced significant stock growth, with a nearly 540% increase over the past 12 months, driven by rapid growth and new leases [1] - The company plans to spin off its unprofitable cloud-based AI infrastructure platform, which is seen as a competitor to its own customers [2] - Equinix is presented as a more stable investment option for long-term income investors, offering reliable dividends and stable profits [7] Applied Digital Overview - From fiscal 2022 to fiscal 2025, Applied Digital's revenue increased from $8.5 million to $144.2 million, excluding its cloud business [3] - The company has secured $16 billion in lease payments over the next 15 years, primarily from CoreWeave [3] - Despite expansion efforts, analysts predict Applied Digital will remain unprofitable post-spin-off of its cloud business [4] Equinix Overview - Equinix operates over 270 data centers with a total capacity of approximately 1 GW, making it one of the largest data center REITs [8] - The company serves over 10,000 customers and generates significantly more revenue than Applied Digital, with a gross margin of 30.89% [9][10] - Equinix has consistently raised its dividend payout since becoming an REIT, currently offering a forward dividend yield of 2.3% [11] Financial Performance - Equinix's revenue and EPS grew at CAGRs of 10% and 19% from 2020 to 2024, with expectations for continued growth [11][13] - For 2025, Equinix anticipates an adjusted funds from operations (AFFO) per share increase of 8%-11%, easily covering its dividend rate [12] - Analysts project revenue and EPS growth of 6% and 74%, respectively, for the current year, with further growth expected from 2025 to 2027 [13]

Core Viewpoint - The market is overly focused on when Big Tech will monetize AI investments, while the real risk lies in the physical constraints of scaling AI infrastructure, particularly in power, cooling, and infrastructure needs [1][2]. Industry Insights - AI data center power demand is projected to surge significantly, with Wells Fargo estimating a 550% increase by 2026 and an astonishing 8,050% growth by 2030 [13][14]. - The International Energy Agency (IEA) projects global data center power demand to more than double from approximately 415 TWh in 2024 to around 945 TWh by 2030 [13]. - The Boston Consulting Group anticipates a growth in global data center power demand from 82 GW in 2025 to 127 GW by 2028, representing a 55% increase [17]. Company Focus: Bloom Energy - Bloom Energy is positioned to address the urgent power needs of AI data centers through onsite power generation using solid oxide fuel cells, reducing dependency on the grid [5][20]. - The company has seen strong revenue growth, reporting $519.05 million in Q3 2025, a 57.1% year-over-year increase, driven by demand for its fuel cell technology [33][36]. - Bloom Energy's product revenue grew by 64% year-over-year, with installation revenue spiking 105% year-over-year, indicating robust demand and favorable pricing [39][41]. Financial Performance - Bloom Energy's GAAP operating margin has improved, moving into positive territory, with adjusted operating profits growing by 470% year-over-year [41][43]. - The company reported positive operating cash flows and free cash flows in Q3 2025, indicating a strong financial position [47][51]. - Analysts expect adjusted EPS to grow by 95.9% year-over-year in 2026, reflecting strong operational efficiency and market demand [44]. Competitive Landscape - Power availability is a critical competitive advantage, as companies that can deploy GPUs faster will have a significant lead over those hindered by power constraints [9][10]. - Major tech companies like Microsoft and Meta are investing heavily in AI, with power availability being a key consideration for their data center expansions [7][12]. - Bloom Energy's ability to provide rapid onsite power solutions positions it favorably against traditional energy providers facing long interconnection timelines [24][26].

Group 1: Affirm (AFRM) - Affirm's stock has gained attention after Needham upgraded it to a buy with a $100 price target, highlighting its application to establish Affirm Bank as a Nevada-chartered industrial loan company [2] - The Buy Now Pay Later (BNPL) market is expected to grow significantly, with U.S. spending projected to reach $198 billion by 2026, driven by increasing consumer debt and e-commerce demand [4] - BNPL usage surged, with shoppers spending approximately $20 billion between November 1 and December 31, marking a 9.8% year-over-year increase [3] Group 2: CoreWeave (CRWV) - CoreWeave's shares rose by 12% following Nvidia's $2 billion investment to expand AI data center capacity, which is expected to diversify CoreWeave's client base [5] - The investment allows CoreWeave to accelerate its goal of adding over 5GW of AI infrastructure by 2030, leveraging Nvidia's financial strength [6] - Deutsche Bank upgraded CoreWeave to a buy rating with a $140 price target based on the Nvidia news [5] Group 3: Humana (HUM) - Humana's shares fell over 19% after the Trump Administration proposed nearly flat rates for Medicare Advantage insurers [7] Group 4: Apple - JPMorgan reiterated its overweight rating on Apple and raised its price target to $315 from $305 ahead of the company's first-quarter earnings [8]

SAN FRANCISCO, Jan. 27, 2026 /PRNewswire/ -- National shareholder rights firm Hagens Berman is notifying investors in Fermi Inc. (NASDAQ: FRMI) of the upcoming March 6, 2026, lead plaintiff deadline in a pending securities class action. Hagens Berman is investigating the alleged claims that Fermi IPO materials and subsequent disclosures misled investors regarding tenant demand and funding for its flagship "Project Matador" AI campus. [CLICK HERE TO SUBMIT YOUR FERMI LOSSES] FRMI Investors with Losses Encour ...

Core Viewpoint - Carrier Connect Data Solutions Inc. is focusing on consolidating small and mid-sized Tier II/III data centers to leverage the growing AI-driven demand for digital infrastructure [1][2]. Company Overview - Carrier Connect Data Solutions aims to roll up Tier II/III data centers internationally, specializing in co-location and data center solutions for AI companies, service providers, enterprises, and small businesses [3]. - The company operates as a carrier-neutral organization, ensuring its systems are independent and fully owned within its leased space [3]. Market Dynamics - The article discusses how AI-driven demand is transforming the data center market and highlights the opportunities arising from fragmented private ownership [2]. - Carrier Connect's acquisition-led strategy is designed to scale a diversified public portfolio across multiple markets, capitalizing on the current market dynamics [2]. Principal Markets - The primary markets for Carrier Connect include Vancouver and Ottawa in Canada, as well as Perth in Australia, where it serves clients who utilize its facilities as either their main data center or as an ancillary site [3].

Core Insights - EdgeMode has commissioned a feasibility study for its 300MW data center campus in Malpica, Spain, marking a significant milestone in its strategy to provide AI-ready infrastructure across Europe [1][2][4] - The Malpica site is part of a larger portfolio of five sites in Spain, totaling over 1.5GW of planned IT capacity, and aims to deploy hydrogen-ready solid oxide fuel cell systems powered by natural gas [2][5] - The feasibility study is a step towards establishing a portfolio-wide on-site power partnership framework to support multiple sites with standardized energy solutions [3][5] Company Developments - The feasibility study will evaluate the integration of carbon capture technology to ensure resilient and scalable on-site baseload power, which is crucial for AI compute operators [2][4] - EdgeMode is advancing permitting, power infrastructure planning, and commercial engagement across all five Spanish sites while developing a standalone battery energy storage system platform [5] - The company anticipates providing further updates as the feasibility work progresses and as commercial frameworks with energy partners and data center customers evolve [5] Industry Context - The demand for reliable and scalable power solutions is critical for the successful deployment of AI data centers, as highlighted by industry leaders [4] - Osprey Integration & Delivery, the partner for the feasibility study, has extensive experience in delivering integrated power solutions to large energy users, including data centers [7]

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. on behalf of investors who acquired Fermi securities during the specified Class Period, alleging misleading statements regarding tenant demand and project funding [1][3]. Group 1: Lawsuit Details - The lawsuit targets Fermi Inc. for allegedly misleading investors about the demand for its Project Matador AI campus and the status of its funding [3]. - It is claimed that the construction financing for Project Matador was reliant on a single tenant's funding commitment, which posed a significant risk of withdrawal [3]. Group 2: Company Background - Fermi Inc. is headquartered in Amarillo, Texas, and aims to establish a network of large, grid-independent data centers powered by various energy sources including nuclear, natural gas, solar, and battery energy [2]. Group 3: Investor Information - Investors who purchased Fermi securities during the Class Period have until March 6, 2026, to seek appointment as lead plaintiff representatives [2].