The race to build AI infrastructure has led to a significant financial overhang. These tech giants have entered into long-term data center lease commitments that have yet to commence and, therefore, are not classified as current liabilities. As a result, the obligations do not appear on their balance sheets under generally accepted accounting principles (GAAP), Fortune reported, citing a Moody's report released Monday.By 2025 end, the companies had accumulated $969 billion in total undiscounted future lease ...

Italy to soften sanctions in bid for smoother relations with markets | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A person walks near the Milan Bourse (Italian stock exchange) as global markets brace for a hit to trade and growth caused by U.S. President Donald Trump's decision to impose import tariffs on... [Purchase Licensing Rights, opens new tab] Read moreROME, Feb 26 (Reuters) - Italy plans to adopt a less punitive approach ...

私募股权这趟车，2026年可不好搭了 今天咱们不聊那些高大上的经济术语，就来谈谈贝恩公司新鲜出炉的《2026年全球私募股权报告》。这份报告足足42页，信息量巨大，但核心意思就一句 话：过去那种"捡钱"的好日子，彻底到头了，现在得"抢钱"了！ 先来看看刚过去的2025年。从账面上看，私募股权行业那是相当风光：交易额飙升44%，退出额也大涨47%，甚至出现了史上最大的私有化交易（买下 Electronic Arts）。这数据，简直能闪瞎眼。 但别急，咱们得扒开这层华丽的外衣往里看。这波增长，完全是靠少数几个"巨无霸"交易撑起来的。13笔百亿美元级别的大买卖，贡献了69%的增幅。这就 好比一个班，就靠几个尖子生拉高了平均分，大部分同学的成绩其实在下滑。经济学家管这叫 "K型复苏"——少数精英一飞冲天，大多数人则在原地踏步 甚至往下走。 更让人头大的是，行业里积压的"库存"实在太吓人了。还有32,000家公司砸手里没卖出去，总价值高达3.8万亿美元！平均持有期也拖到了7年，创了纪录。 钱收不回来，就没法还给背后的金主（也就是那些养老金、大学捐赠基金等LP们）。结果呢？现金分红占资产价值的比例，已经连续4年低于15%， ...

智通财经APP获悉，2026年2月24日，千循科技有限公司(01640)与国内头部数据中心服务商华章数据技术有限公司正式宣布达成战略合作。双方将围绕"算力 循环经济"构建绿色算力资产全生命周期管理(LCM)闭环体系，直击算力行业硬件折旧快、能耗高的核心痛点，通过技术创新实现存量算力资源的梯次利用 与绿色低碳运营，掘金人工智能产业高速发展下的绿色算力新蓝海，共同挖掘人工智能时代下的"第二增长曲线"。 产业背景：算力缺口与绿色转型的双重挑战 算力是数字经济时代的核心生产要素，更是支撑新质生产力发展的关键基础设施，国家正持续加快全国一体化算力体系建设。数据显示，我国未来5年智能 算力规模年复合增长率预计将达到52.3%，直接推动数据中心产业规模持续扩容。与此同时，智能算力对数据中心供电、散热、能效等方面提出更高要求， 在"双碳"目标与降本增效的双重要求下，数据中心亟需在设计、建设、运营环节全面优化，存量算力资源的梯次利用成为解决算力缺口与绿色转型的重要突 破口，算力循环经济迎来黄金发展期。 在此背景下，千循科技与华章数据凭借各自核心优势，携手探索算力循环经济发展路径，通过构建算力资产全生命周期管理体系，让退役算力资 ...

It has been just under a year since CoreWeave (NASDAQ: CRWV) went public, and the stock has proven to be a terrific investment for anyone who bought it during the initial public offering. Specifically, CoreWeave stock is up an impressive 123% since it began trading on the market in March 2025. However, the neocloud infrastructure company experienced a bumpy ride over that time. CoreWeave's share price spiked more than 300% by the end of June 2025, but it's currently down 51% from that 52-week high. Where ...

in Google. Let's ask the CEO. Asher Gnude is back with us for an exclusive interview.It's the perfect time. Asher, welcome back. Before we get into sort of your company specific details on March 4th, a bunch of companies, we're going to show them here on the wall, are going to the White House to sign what they call a rateayer protection pledge, basically an agreement to not raise residential electricity rates.Uh want to know, are you going to that meeting. And if so or if not, does this announcement, this p ...

At the State of the Union address on Feb. 24, U.S. President Donald Trump gave a clear message to big technology companies: if they want to run large data centers, they must build their own power plants. His goal, he said, is to protect everyday consumers from rising electricity bills. Across the country, artificial intelligence (AI) facilities are expanding quickly, sparking backlash as residents blame these energy-hungry projects for driving up their electricity costs. At the same time, the Trump adm ...

SAN FRANCISCO, Feb. 25, 2026 (GLOBE NEWSWIRE) -- National shareholder rights law firm Hagens Berman is issuing an updated notice to investors in Fermi Inc. (NASDAQ: FRMI) regarding the March 6, 2026, lead plaintiff deadline in a pending securities class action against Fermi, certain of Fermi’s top executives and directors, and underwriters of Fermi’s Initial Public Offering (IPO). CLICK HERE TO SUBMIT YOUR FRMI LOSSES The litigation alleges that Fermi misrepresented the demand for its flagship “Project Mata ...

Louisiana utility regulator denies request for probe of Meta data center deal, law group says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The logo of Meta is seen at Porte de Versailles exhibition center in Paris, France, June 11, 2025. REUTERS/Gonzalo Fuentes/File Photo [Purchase Licensing Rights, opens new tab]- Companies[Earthjustice]Follow[Meta Platforms Inc]FollowFeb 25 (Reuters) - Louisiana utility regulators denied an en ...

Group 1 - The White House is planning to host major data center and AI companies, including Microsoft, Anthropic, and Meta Platforms, to formalize a deal aimed at shielding consumers from rising electricity costs [1][4] - The initiative is part of a broader agenda introduced by President Trump, which includes requiring technology firms to build their own power plants to support the growing demand from data centers and AI infrastructure [2][4] - Microsoft has already made commitments to invest in new electricity generation and efficiency measures, reflecting a proactive approach to mitigate the impact of data centers on electricity prices [3] Group 2 - The expansion of data centers, essential for AI technologies, has led to local and state protests due to concerns over rising electricity bills and pollution associated with these developments [5]