Core Viewpoint - WhiteFiber (WYFI) has signed a long-term colocation agreement with Nscale Global Holdings, leading to a 13% increase in share price to $16.19 in after-hours trading [1] Group 1: Agreement Details - The agreement encompasses 40 megawatts (MW) of critical IT load at WhiteFiber's NC-1 data center in Madison, North Carolina, to be deployed in two phases of 20 MW each [2] - This deal is projected to generate approximately $865 million in contracted revenue over an initial 10-year term, excluding electricity and certain pass-through costs [2] Group 2: Company Background - WhiteFiber was spun out from Bit Digital (BTBT) and went public in August 2023, raising about $160 million through an IPO by selling 9.4 million shares [3] - The company has invested around $150 million of equity into the NC-1 site and is in discussions with lenders for financing options [5] Group 3: Facility Specifications - The NC-1 facility is described as Tier 3-equivalent and "ultra-high-density," designed to support up to 150 kilowatts (kW) per cabinet with fully redundant power distribution and N+1 cooling [4] - The campus is backed by a 99 MW capacity agreement with Duke Energy, with potential to support up to 200 MW of total electrical supply over time [4] Group 4: Future Plans - WhiteFiber anticipates expanding the deployment with Nscale to potentially double its initial size by the end of 2027 [6]

Core Viewpoint - WhiteFiber, Inc. has secured a long-term colocation agreement with Nscale Global Holdings, marking a significant step in its strategy to support AI and high-performance computing infrastructure [1][2]. Group 1: Agreement Details - The agreement includes a delivery of 40 megawatts (MW) of critical IT load at WhiteFiber's NC-1 data center in Madison, North Carolina, representing approximately $865 million in contracted revenue over a 10-year term [2][7]. - The contract features annual rate escalators of 3% on recurring service fees and includes non-recurring installation services, while electricity and certain costs are passed through to the customer [2][7]. - The first 20 MW is expected to be ready for service by April 30, 2026, with the second 20 MW by May 30, 2026 [7]. Group 2: Financial and Operational Outlook - WhiteFiber is in advanced discussions with lenders for institutional financing options to support NC-1 construction and broader growth objectives, with an expected credit facility formalization in early Q1 2026 [3]. - The company has invested approximately $150 million in equity into the NC-1 site, which has de-risked the debt financing process [3]. - The facility is designed to support up to 150 kW per cabinet with a targeted average Power Usage Effectiveness (PUE) of 1.3 or better, backed by a 99 MW capacity agreement with Duke Energy [7]. Group 3: Strategic Positioning - The partnership with Nscale validates WhiteFiber's strategy to engineer NC-1 for hyperscaler specifications, aiming to potentially double the deployment size by the end of 2027 [4]. - WhiteFiber's customer-first approach is emphasized, ensuring partners can deploy at scale with speed and confidence, which positions the company to unlock additional development sites [4]. - The NC-1 facility anchors WhiteFiber's U.S. colocation platform, with commercial demand from this agreement shaping future site developments for 2026 and 2027 [7].

Core Viewpoint - Applied Digital Corporation will host a conference call on January 7, 2026, to discuss its operations and financial results for the fiscal second quarter ended November 30, 2025 [1][2]. Company Overview - Applied Digital is a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads [4]. - The company was founded in 2021 and is headquartered in Dallas, TX [4]. - It has been recognized as the Best Data Center in the Americas 2025 by Datacloud [4]. - Applied Digital utilizes proprietary waterless cooling and rapid deployment capabilities to provide secure and scalable computing solutions [4]. Conference Call Details - The conference call will take place at 5:00 p.m. Eastern Time (2:00 p.m. Pacific Time) [2]. - Participants can join by dialing 1-800-549-8228 and using Conference ID: 75943 [2]. - A replay of the call will be available from 8:00 p.m. Eastern Time on January 7, 2026, through January 14, 2026 [3].

Scott, you know, you just talked about Micron, you've talked about AI. Both of those have just notched a major win in the House. They have just passed regul regulation that would basically help speed up data centers, the building of data centers as well as the building of transmission lines.And of course, the power and the energy that is much needed to power those data centers. And it actually passed the House with bipartisanship. You saw about 11 Democrats cross the aisle and vote with Republicans on that. ...

Core Insights - Hut 8 is transitioning from a "crypto miner" to an AI infrastructure provider, highlighted by a $7 billion deal to build a data center complex in Louisiana for Anthropic [1] - The company's stock surged approximately 20% following the announcement, reflecting investor confidence in its strategic shift and potential partnerships [2] - Year-to-date, Hut 8's stock has increased by 90%, driven by its energy assets and a strategic partnership with American Bitcoin [3] Financial and Strategic Details - The Louisiana project includes a financial guarantee from Google, ensuring payments for a 15-year lease, with a capacity of 245 megawatts (MW) that can scale up to 2,300 MW, potentially increasing the lease value to $17.7 billion [4] - Hut 8's CEO emphasized the importance of Google's involvement for securing favorable project financing from major banks like JPMorgan and Goldman Sachs [5] - The company is mitigating execution risks by establishing a conservative delivery schedule and utilizing local labor, with the first data hall expected to be delivered by Q2 2027 [6][7]

Economic Indicators - The consumer price index (CPI) rose by 2.7% in November, which is below the expected increase of 3.1% [1][24][25] - Despite the lower CPI, consumers are still facing high costs in healthcare, rent, and food [1][24] AI Infrastructure Developments - Trump Media and Technology Group and Tay Technologies are merging in an all-stock transaction valued at over $6 billion, creating a publicly traded fusion company [3][42] - Hut 8, a cryptocurrency miner, signed a $7 billion deal to lease a data center in Louisiana, backed by Google and supported by JP Morgan and Goldman Sachs [3][14][50] Company-Specific News - Lululemon is undergoing leadership changes, with Elliot Management acquiring a $1 billion stake and pushing for Jane Nielsen as the new CEO [5][35][39] - Hut 8's CEO highlighted the importance of energy value and the company's growth potential, with a focus on scaling infrastructure for AI demands [44][52][66] Market Reactions - Hut 8's stock has seen significant gains, up over 100% year-to-date, following the announcement of its new data center deal [12][13] - The market is reacting positively to the CPI report, although there are still concerns about persistent inflation in certain sectors, such as beef [24][26]

Blackstone CEO Steve Schwarzman brushed aside talk of a bubble surrounding the data centers powering artificial intelligence, saying the business is conservative https://t.co/0Vq9gqJvAg ...

Company Overview & Strategy - Blackstone was founded 40 years ago with $400,000 in capital, initially focusing on private equity (LBOs) [2][3] - The firm's strategy involves expanding into new money management areas to benefit customers and build large businesses [4] - Diversification is a key strategy to mitigate risks associated with focusing on a single business [5] - Blackstone has grown to offer 85 strategies, managing nearly $13 trillion in assets, starting from an initial $400,000 [6] - The company introduces approximately two new products per year, focusing on customer satisfaction and performance [7] Investment in Data Centers & AI - Blackstone aims to become a major owner of data centers, driven by the growth of AI [8] - The company recognized the potential of AI early on, similar to the impact of electricity [10][11] - Blackstone acquired QTS for $10 billion in 2021, which has since grown 14 times in size [11]

Group 1: Market Overview - Futures are trading higher as the Christmas holiday approaches, but the AI/Data Center sector is facing challenges, with a nearly 30% rally since April [2] - Blue Owl Capital may not fund a $10 billion data center for OpenAI, negatively impacting Oracle Corporation, leading to significant losses in major indices, particularly a 1.81% drop in the Nasdaq [2] Group 2: Treasury Bonds - Treasury yields remained flat as traders awaited Consumer Price Index data, with a year-over-year inflation expectation of 3.1% for both headline and Core CPI, which is still above the Federal Reserve's 2% target [3] - The 30-year bond closed at 4.83%, while the benchmark 10-year note was at 4.15% [3] Group 3: Oil and Gas Sector - Oil prices increased due to President Trump's blockade on Venezuelan oil tankers, aimed at stopping oil sales to restricted countries and addressing drug trafficking [4] - Brent Crude rose 2.55% to $60.42, and West Texas Intermediate also increased by 2.55% to $56.68, while natural gas saw a 5.17% rise to $4.09 [4]

Group 1 - Applied Digital Corp. (NASDAQ:APLD) experienced a significant decline in share price, dropping 9.24% to close at $22, amid growing investor concerns regarding the AI industry [1][3] - Blue Owl Capital withdrew from a $10 billion plan to support Oracle's data center, although Oracle confirmed that construction remains on track [2] - The negative sentiment surrounding AI funding is affecting AI-linked companies, including Applied Digital, as financial institutions appear to be more cautious about capital-intensive AI projects [3] Group 2 - Applied Digital is currently in negotiations for two or three additional data center campuses, indicating ongoing demand and potential expansion [4] - The nature of the negotiations remains unclear, whether for leasing partnerships or fundraising, but it signals the company's commitment to growth [4] - Despite the challenges, there is a belief that some AI stocks may offer better returns with limited downside risk compared to APLD [5]