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X @Bloomberg
Bloomberg· 2026-02-09 02:18
Blackstone-led funds and technology investment firm Coatue Capital are providing a $10 billion loan to back the data center rollout of Australian startup Firmus Technologies, in one of the country’s largest private credit financings https://t.co/OAue5EE5H5 ...
Apple, GE Aerospace Lead Five Stocks Flashing Buy Signals
Investors· 2026-02-07 13:00
Core Viewpoint - Apple and GE Aerospace are leading five stocks that are signaling buy opportunities, with Apple showing resilience against recent tech market sell-offs [1] Group 1: Stock Performance - The Dow Jones Industrial Average has surpassed 50,000 for the first time, with notable stocks like JPMorgan, Apple, and Boeing entering buy zones [1] - Apple (AAPL) has remained unaffected by the recent downturn in the tech sector, indicating strong market positioning [1] - GE Aerospace (GE) is highlighted as one of the stocks to watch, suggesting potential growth and investment interest [1] Group 2: Other Stocks of Interest - Sterling Infrastructure (STRL), a data center builder, experienced a midweek decline but rebounded on Friday, moving towards a breakout point [1] - Toll Brothers (TOL), another builder, is expected to benefit from rumored developments, indicating positive market sentiment towards the construction sector [1] - The article also mentions other companies like Cisco, Halozyme, and Bloom Energy as being in or near buy zones, reflecting a diverse range of investment opportunities [1]
DMG Blockchain Solutions Announces Receipt of $1.5 Million Energy Efficiency Incentive, January Preliminary Operational Results
Globenewswire· 2026-02-06 06:32
Core Insights - DMG Blockchain Solutions Inc. has been awarded a $1.5 million energy efficiency incentive for deploying hydro direct liquid cooled (DLC) server technology at its Christina Lake data center [1][2] - The energy efficiency study conducted by an independent third party indicated significant energy savings from converting to DLC technology [2] - DMG's CEO highlighted the project's importance for future hydro implementations and the company's goal to transform the Christina Lake facility into a world-class AI data center [3] Operational Performance - In January 2026, DMG's hashrate averaged 1.69 EH/s, a decrease from 1.77 EH/s in December 2025, as the company prioritized profitability over hashrate generation [4][9] - The company held 414 bitcoins at the end of January, having liquidated some mined bitcoins to fund operations, compared to 403 bitcoins in December 2025 [4][9] Strategic Developments - DMG faced delays in acquiring a property in Boardman, Oregon, and has suspended guidance on the timing of the transaction [5] - Steven Eliscu has been appointed as Corporate Secretary, in addition to his role as Chief Operating Officer, succeeding Catherine Cox [6] Company Overview - DMG is a vertically integrated blockchain and data center technology company focused on sustainable practices and monetizing the blockchain ecosystem [7]
X @Bloomberg
Bloomberg· 2026-02-06 05:44
Private credit giant Blackstone is finalizing a $3.5 billion loan to fund the data center expansion of Australian startup Firmus Technologies, amid the AI infrastructure boom https://t.co/n1uDSJVVgM ...
X @Bloomberg
Bloomberg· 2026-02-06 03:56
I Squared is considering options for its Asian data center business BDx, including a sale, sources said, signaling another potential deal in an industry riding the AI boom https://t.co/0GSRFeRubr ...
优刻得全浸没液冷机柜上架乌兰察布,GPU算力密度提升50%
Core Insights - The company UCloud has officially launched its liquid-cooled cabinets at the Ulanqab Intelligent Computing Center, marking the beginning of large-scale commercial use [1] Product Features - The new liquid-cooled cabinet features a compact design, reducing the height from the traditional 6U to 4U, while supporting 8 high-performance GPU cards, resulting in a 50% increase in computing density [1] - The immersion liquid cooling technology lowers the operating temperature of GPUs by 15°C and reduces overall power consumption by 15%, with operational noise levels below 35dB, making it suitable for high-load scenarios such as AI training, AI inference, and supercomputing [1]
La Rosa Holdings Corp. Signs Contract to Acquire Development Site for Up to 10,000 Sq. Ft. Tier III AI Data Center in Central Florida's Fastest-Growing Region
Globenewswire· 2026-02-05 14:15
Core Insights - La Rosa Holdings Corp. has entered into a contract to purchase land in Osceola County, Florida, to develop a Tier III AI data center, marking a significant step in its expansion strategy [1][4][6] Group 1: Acquisition and Development - The acquisition is expected to close on June 15, 2026, pending customary closing conditions [6] - The planned data center will cover up to 10,000 square feet and support an estimated IT load of approximately 1,500 kW, catering to enterprise, cloud, and AI workloads [2] - The facility is designed to Tier III standards, ensuring high availability, redundancy, and operational reliability, and will serve various industries including healthcare, financial services, and technology [3] Group 2: Strategic Location and Market Position - The selected site is in a high-growth corridor of Central Florida, providing access to major transportation routes, robust utility infrastructure, and a skilled workforce [4] - The project positions La Rosa Holdings at the forefront of regional data center growth, capitalizing on the area's accelerating economic development and technology adoption [4] Group 3: Sustainability and Future Plans - Sustainability is a key focus, with the data center designed to incorporate energy-efficient systems and environmentally responsible practices [5] - The CEO indicated that the company is exploring expansion into other high-demand regions, including Texas, to develop additional data centers as demand for AI and high-density computing infrastructure grows [6]
Maas Group tumbles on AI pivot as $1.2 billion materials exit spooks investors
Yahoo Finance· 2026-02-04 22:07
By Sherin Sunny and Roshan Thomas Feb 5 (Reuters) - Australia's Maas Group said on Thursday it would sell its building materials division for ​up to A$1.70 billion ($1.19 billion) to pivot towards artificial intelligence-related infrastructure, sending ‌its shares crashing more than 26%. The divestment is part of the Australian construction materials, equipment and ‌services provider's broader shift towards data center construction, a sector that has attracted investor interest as demand grows for AI sup ...
Earnings Recap: AMD Slips, SMCI & ENPH Higher
Youtube· 2026-02-04 13:34
Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG want to get before we get into some of these earnings, your big picture take on where things stand with equities. >> Yeah, we did see a little bit of a move to the downside yesterday, Diane.I think a lot of that was just the headline risk that we saw in the market. Uh obviously we have the geopolitical risk between the US and Iran that also then kind of sparked a little bit of a sell-off, a spi ...