Nvidia Invests $2 Billion In CoreWeave As AI Data Centers Fuel Surging Energy Demandhttps://t.co/mYx5QmPQ0D https://t.co/P77WXb5c2P ...

Group 1: AI Leadership and Competitiveness - The European Union (EU) is lagging behind the US and China in the global AI leadership race, which poses a threat to its long-term competitiveness and industrial growth [1] - Politicians and tech leaders at the World Economic Forum (WEF) in Davos emphasized the need for Europe to change its course to remain tech competitive and stimulate economic growth [1] Group 2: Regulatory and Economic Challenges - German Chancellor Friedrich Merz highlighted that Europe has wasted growth potential due to excessive regulation and bureaucracy, calling for substantial reductions in these areas [2] - High electricity costs, over-regulation, and geopolitical instability have significantly impacted Europe's AI and tech adoption [2] Group 3: Energy Market Dynamics - The prolonged Russia-Ukraine war has led to increased natural gas prices in Europe, which surged by 30% in the week ending January 21 [3] - European spot electricity prices are currently 2-3 times higher than those in the USA, exacerbating the region's energy challenges [8] Group 4: Data Center Demand and Energy Sources - Europe's data center power demand is projected to grow by 2.7% to 5% of total electricity use between 2025 and 2030, with a forecasted rise to 236 TWh by 2035 [11] - Renewable energy accounted for 46% of total EU energy production in 2023, with nuclear energy contributing 29% [17] Group 5: Investment in Infrastructure - US tech giants are investing heavily in European data centers, with Microsoft planning to invest €3.2 billion in German data centers by 2025 [22] - Elon Musk suggested that space could become a viable solution for AI data centers due to its cooling advantages and solar energy potential [29] Group 6: Structural Issues and Future Opportunities - Tech leaders, including Palantir's CEO, warned that Europe's tech adoption gap is a serious structural problem that needs addressing [9] - Jensen Huang, founder of NVIDIA, urged Europe to leverage its factories for AI and robotics, viewing it as a significant opportunity for job creation [30]

Vancouver, British Columbia--(Newsfile Corp. - January 26, 2026) - Carrier Connect Data Solutions Inc. (TSXV: CCDS) (OTCQB: CCDSF) (WKN: A40XB1) (the "Company" or "Carrier") is pleased to announce that the Company, through its wholly owned subsidiary PureColo, has entered into a non-binding letter of intent (the "LOI") with Carbon60 Operating Co. Ltd. ("Carbon60"), a leading provider of professional and managed services across multiple cloud platforms. Pursuant to the terms of the LOI, the Company will, am ...

SHANGHAI, China, Jan. 26, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced that it will hold an Extraordinary General Meeting of Shareholders (the “EGM”) at Beijing Meeting Room, F5, Building C, Sunland International, No. 999 Zhouhai Road, Pudong, Shanghai, P.R.C. at 4:00 p.m. (China Standard Time) on February 24, 2026 (which is 3:00 a.m. (Eastern Time) ...

This story was originally published on ESG Dive. To receive daily news and insights, subscribe to our free daily ESG Dive newsletter. Dive Brief: Renewable energy developer Exowatt has launched a business arm focused on providing land and energy infrastructure to support large or hyperscale data centers, the company announced Wednesday. The company’s new arm, “ExoRise,” will lean on land, power and its novel P3 solar and battery technology — which stores energy in the form of heat and converts it to ele ...

SoftBank (SFTBY) (SFTBF) has paused discussions about acquiring U.S. data center operator Switch, a potential setback to founder Masayoshi Son’s aim to roll out Stargate AI infrastructure, Bloomberg News reported, citing people with knowledge of the matter. Last month, it was ...

Terawulf Inc (NASDAQ:WULF) is one of the best US stocks to buy under $50. On December 18, Terawulf Inc (NASDAQ:WULF) secured financing for a 168 MW high-performance computing facility in Texas. The funding is part of a long-term credit enhancement provided through the Fluidstack platform. TeraWulf Inc. (WULF) Secures Financing amid HPC Opportunities Push The company plans to develop a next-generation liquid-cooled AI data center delivering 240MW of gross power capacity. Its development underlines TeraWul ...

Core Insights - SoftBank's founder Masayoshi Son's ambitious "Star Gate" AI infrastructure plan has faced a significant setback as the company has halted negotiations for a full acquisition of U.S. data center operator Switch Inc. [1] - The proposed deal, valued at approximately $50 billion, aimed to provide computational support for partners like OpenAI through direct control of Switch's energy-efficient data center network [1][2] - Despite the suspension of the acquisition talks, SoftBank and Switch are still exploring potential partial investments or partnerships [1][3] Group 1: Acquisition and Strategic Impact - The halt in negotiations not only concerns the transaction amount but also reflects SoftBank's strategic execution capabilities in the AI infrastructure sector [3] - Son has viewed the "Star Gate" project as a critical pathway for SoftBank to play a more significant role in the AI race, and the inability to fully acquire Switch necessitates a reevaluation of its strategy in establishing core AI infrastructure in the U.S. [2][3] - Historical context shows that Son has demonstrated long-term strategic patience, as seen in the successful acquisition of Arm Holdings Plc after years of interest [3] Group 2: Financial Position and Market Dynamics - SoftBank has been largely absent from the global surge in building hardware necessary for machine learning, with most funding directed towards chip manufacturers like Nvidia and TSMC [4] - To bridge this gap, SoftBank has made aggressive investments in the AI sector, accumulating an 11% stake in OpenAI and investing $22.5 billion in the past month alone [4] - The company's credit status is under pressure due to its aggressive investments and the significant drop in Arm's stock price, prompting warnings from S&P Global Ratings regarding potential credit rating risks if immediate remedial actions are not taken [4]

Summary of Key Points from Morgan Stanley Research Conference Call Industry and Company Overview - The conference call focuses on thematic investing and macroeconomic trends for 2026, highlighting four key themes: AI/Tech Diffusion, The Future of Energy, The Multipolar World, and Societal Shifts [2][3] Core Insights and Arguments 1. **Thematic Investing Performance**: In 2025, thematic stock categories outperformed MSCI World and S&P 500 by 16% and 27% respectively, indicating the effectiveness of thematic investing strategies [3] 2. **AI and Tech Diffusion**: The call discusses the significant advancements in AI, particularly in the U.S., where American LLMs (Large Language Models) are expected to achieve substantial capability improvements in the first half of 2026, outpacing Chinese counterparts [7] 3. **Compute Demand vs. Supply**: There is a projected shortfall in compute supply due to the exponential growth in AI adoption, leading to increased demand for data center capabilities [7] 4. **U.S. Policy Agenda**: The Trump administration is expected to take stronger actions to secure domestic supplies of critical minerals and support re-shoring of manufacturing, which may impact various sectors [7] 5. **AI Technology Transfer**: China is anticipated to push for more extensive AI technology transfers from the U.S., which could alter trade dynamics and national capabilities in AI [7] 6. **Energy Politics**: Rising global energy costs are leading to backlash against data center growth, prompting a shift towards low-cost energy solutions and off-grid strategies [10] 7. **AI and Energy Convergence**: Major AI companies are taking steps to control energy infrastructure to ensure reliable and cost-effective energy supply, which is crucial for their operations [10] 8. **Global Manufacturing Dynamics**: China is increasing its share in global technology manufacturing, while the U.S. is experiencing a renaissance in re-shoring, particularly in tech-heavy industries [10] 9. **Latin America Investment Cycle**: A combination of policy shifts, changing geopolitics, and peak interest rates is expected to drive a new investment cycle in Latin America, focusing on investment rather than consumption [10] 10. **Job Reskilling Initiatives**: There are numerous corporate and government initiatives aimed at reskilling workers affected by AI-driven job losses, reflecting political sensitivity to employment changes [10] 11. **Transformative AI Impact**: By the second half of 2026, transformative AI is expected to drive deflation, increased capital expenditures, and changes in asset valuations, potentially leading to greater wage inequality [10] Other Important Insights - The thematic lens is seen as a powerful tool for identifying investment opportunities during periods of market volatility, with a focus on societal impacts driven by demographic changes and technological advancements [2] - The report emphasizes the importance of understanding the economics of LLM developers at the data center level, suggesting attractive economic conditions for investors [7] - The call highlights the need for investors to consider the broader implications of AI and energy dynamics on various industries and investment strategies [10]

Core Viewpoint - Fermi Inc. is facing potential legal claims due to allegations of misleading statements regarding its Project Matador campus and tenant commitments, which have led to significant stock price declines following the termination of a key funding agreement [5][8]. Group 1: Company Overview - Fermi Inc. (NASDAQ: FRMI) completed its initial public offering on October 1, 2025, offering approximately 32.5 million shares at $21.00 per share [6]. - The company aimed to develop a large electric generation campus for AI data centers and had identified a significant tenant for its Project Matador site [6]. Group 2: Legal Issues - The complaint against Fermi alleges violations of federal securities laws, including overstating tenant demand and failing to disclose risks related to funding commitments for Project Matador [5]. - The First Tenant had initially agreed to advance up to $150 million for construction costs but terminated this agreement on December 11, 2025, leading to a market reaction that saw Fermi's stock price drop over 33% to $10.09 per share [7][8]. Group 3: Investor Actions - Faruqi & Faruqi, LLP is encouraging investors who suffered losses to contact them to discuss their legal options, with a deadline of March 6, 2026, to seek the role of lead plaintiff in a federal securities class action [2][10].