Corvex Launches Secure Model Weights, Delivering Hardware-Enforced Protection for AI Inference on Third- Party Infrastructure Accessibility Statement Skip NavigationPatent-pending solution gives AI model builders and security-conscious enterprises cryptographic, owner-controlled key custody, protecting model weights from even the infrastructure providerARLINGTON, Va., March 12, 2026 /PRNewswire/ -- Corvex, Inc., an engineering-led AI infrastructure platform, today announced the early availability of Corvex ...

DENVER, March 12, 2026 (GLOBE NEWSWIRE) -- Crusoe, the industry's first vertically integrated AI infrastructure provider, today announced Crusoe Edge Zones, powered by Crusoe Spark™, a new solution that brings AI compute to virtually any location. Crusoe Edge Zones leverage Crusoe’s proprietary Crusoe Spark modular data centers to provide low-latency infrastructure and sovereign AI deployments for customers globally. With Crusoe Edge Zones, customers can deploy dedicated Crusoe Spark units in geographically ...

Core Investment Insights - Nvidia has invested $2 billion in Nebius Group, positioning it as a key partner in the AI infrastructure space, particularly for agentic AI deployment [1] - The investment includes early access to Nvidia's advanced accelerators, such as the Rubin platform, Vera CPUs, and BlueField storage systems, enhancing Nebius's capabilities [1] Strategic Partnership Implications - The partnership allows Nebius to rapidly deploy and optimize AI infrastructure, leveraging Nvidia's technology for high-performance inference and health monitoring [1] - Nvidia's endorsement of Nebius as a critical infrastructure partner indicates confidence in its operational maturity and engineering capabilities [1] Nebius Group's Growth Trajectory - Nebius has received approval to build a 1.2 gigawatt AI factory in Missouri, set to be operational by the second half of 2026, significantly increasing its power capacity compared to competitors [1] - The company's existing multibillion-dollar contracts with Microsoft and Meta Platforms further solidify its position in the AI infrastructure market [1] Competitive Advantage - Nebius's unique end-to-end ownership of its technology stack, designed specifically for AI workloads, distinguishes it from other cloud providers [1] - The strategic investment from Nvidia validates Nebius's operational maturity and positions it to capture a larger market share as demand for AI infrastructure grows [1]

LONDON, March 11, 2026 (GLOBE NEWSWIRE) -- RedCloud Holdings plc (NASDAQ: RCT) ("RedCloud" or the "Company"), the technology company building AI infrastructure for global trade, today announced the appointment of Raju Datla as Chief Financial Officer, strengthening the Company’s leadership team as it enters its next phase of commercial scale and capital markets development. A current member of RedCloud’s executive leadership team, Datla previously served as Chief Strategy Officer, where he played a central ...

Financial Data and Key Metrics Changes - Adjusted EBITDA for the full year reached approximately $18.6 million, up 83% from $10.2 million last year, exceeding guidance [4][12][29] - Consolidated total revenue increased by 66% in 2025 to $245.7 million, up from just over $148 million last year [13] - Net income for the year was $15.1 million, up 153% from $6 million in 2024, with diluted EPS improving 133% from $0.24 to $0.56 per share [28][29] Business Line Data and Key Metrics Changes - Revenue from procurement services totaled $197.5 million, up 68% from $117.5 million in 2024, with gross profit margins expanding from 6.7% to 7.7% [13][22] - Revenue from the systems integration segment increased 78% year-over-year to $40.3 million, with Q4 revenues rising from $7.9 million to $14.2 million [16][21] - Facilities management revenue totaled $7.9 million, down 1% from $8 million last year, but discrete project revenues in Q4 increased 263% to $2.5 million [15][21] Market Data and Key Metrics Changes - Customer adoption of AI is broadening, with 70%-80% of medium and large enterprises actively piloting or planning to implement AI in production workflows [7] - The market environment for AI demand is dynamic, with hyperscalers and large enterprises continuing to invest in accelerated computing and associated infrastructure [5][6] Company Strategy and Development Direction - The company aims to seize market share in AI rack integration and expand modular data center capabilities [9][33] - Strategic planning includes evaluating partnerships, acquisitions, and joint ventures to enhance capabilities and diversify revenue [33] - The company is focused on operational excellence and improving speed, quality, and time to value as key differentiators [34] Management's Comments on Operating Environment and Future Outlook - Management is optimistic about the business outlook for 2026, forecasting continued growth in earnings with adjusted EBIT expected in the $20-$22 million range [32] - The company acknowledges supply chain volatility and the timing of deal closings as factors in their conservative estimates [32] - Management emphasizes the importance of trusted partnerships as enterprises modernize and adopt AI technologies [34] Other Important Information - The company ended 2025 with $85.5 million of unrestricted cash, a $62.3 million increase from year-end 2024 [29] - Cash flow from operations increased significantly from $15.3 million in 2024 to over $30 million in 2025 [30] Q&A Session Summary Question: Can you give any more color on the amended agreement with your largest customer? - The agreement includes a term extension and adjustments for infrastructure investments, but minimum order volumes remain unchanged [38][41] Question: How should we be thinking about the amount of catch-up volume you saw this quarter? - Q4 rack volume almost exceeded Q1 through Q3, with expectations to double the business in 2026 [45] Question: What are you seeing in the U.S. federal business with the government shutdown resolved? - The procurement business is strong, with optimism about upcoming opportunities despite previous disruptions [49] Question: Can you talk about the memory chip shortage and its impact? - The company is somewhat insulated from the memory chip shortage due to strong supply chain management by their key partner [56] Question: How do your economics change as server racks get bigger? - The company is prepared for increased complexity and anticipates discussions on potential renegotiations as rack sizes grow [58]

Key Takeaways VRT, HUBS, DELL, KEYS and CGNX surged in the past month despite AI trade worries. VRT is expanding data-center capacity and partnering with NVDA on 800-volt DC power for future AI platforms.DELL logged $34.1B in AI server orders, building backlog as enterprises ramp adoption of AI infrastructure.The astonishing bull run of Wall Street in the past three years was primarily due to the massive growth of artificial intelligence (AI) across the world. The technology stocks, especially AI plays have ...

AI Infrastructure Flywheel Model Designed to Power the Next Phase of the Global AI Economy VCI Global Launches AI Compute Treasury Strategy Built on NVIDIA GPU Infrastructure VCI Global Launches AI Compute Treasury Strategy Built on NVIDIA GPU Infrastructure KUALA LUMPUR, Malaysia, March 11, 2026 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ: VCIG) (“VCI Global” or the “Company”), today announced the launch of its AI Compute Treasury strategy, a long-term initiative to accumulate and deploy high-perform ...

Core Insights - Nebius Group (NASDAQ: NBIS) has secured significant contracts, including a $19.4 billion deal with Microsoft and a $3 billion agreement with Meta, leading to a backlog exceeding $20 billion [1] - The company aims for an annualized revenue run-rate of $7 billion to $9 billion by the end of 2026, a substantial increase from $551 million at the end of 2025, representing a nearly 6x growth [1] - Despite strong demand, Nebius faces execution risks in rapidly building infrastructure to fulfill its contracts, which has raised concerns among investors [1] Financial Performance - Nebius reported Q4 revenue of $227.7 million, which fell short of the $244 million consensus estimate by approximately 7% [1] - The company experienced a negative free cash flow of $1.23 billion in Q4, with total liabilities increasing to $7.84 billion [1] - Capital expenditures (capex) for Q4 were $2.06 billion, with plans for total capex of $16 billion to $20 billion in 2026 across nine new data center sites [1] Market Sentiment - Retail investor sentiment for Nebius has fluctuated significantly, peaking at 95 before earnings and dropping to 35 after the revenue miss, before recovering to a bullish score of 72 [1] - The stock has seen a year-to-date increase of 10.5%, trading around $93, driven by positive sentiment and contract backlog [1] - Analysts are monitoring key milestones such as connected power capacity and revenue trajectory to assess the company's ability to meet its targets [1]

Company Overview - CoreWeave is an AI infrastructure company based in New Jersey, founded in 2017, and has grown to a valuation of $38 billion, providing a cloud-based platform for AI applications [1] - The company offers a range of solutions including AI training, reinforcement learning, and VFX rendering, built on resilient GPU clusters [1][5] Financial Performance - In fiscal 4Q25, CoreWeave reported revenues of $1.57 billion, representing a 110% year-over-year increase, exceeding forecasts by $40 million [6][7] - Despite the revenue growth, the company reported a net loss with an EPS of ($0.89), which was significantly lower than the previous year's loss of ($0.34) and missed estimates by $0.21 [7] Analyst Insights - Oppenheimer's analyst Param Singh has a bullish outlook on CoreWeave, citing the large total addressable market (TAM) for AI-optimized infrastructure as a key opportunity [8] - Singh has set a price target of $140 for CoreWeave, indicating a potential upside of 92% over the next 12 months, with a current share price of $72.99 [8] Market Context - The broader market context includes recent military escalations in the Middle East, which typically cause short-term market volatility but may lead to longer-term recovery as markets adjust to new realities [4][3]

在投资的漫长旅程中，许多投资者终其一生都在追逐上涨的红利，却往往忽略了市场最深刻的 馈赠其实藏在下跌之中。 市场真正的礼物，往往不是上涨，而是恐慌。 当宏观风险的阴云笼罩，当 geopolitical 地缘政治的突发消息如同巨石般砸向盘面，把所有 股票一起砸下去时，市场会陷入一种非理性的集体宣泄。 在这种宣泄中，真正的"确定性资产"反而会被错杀。这种错杀并非源于公司价值的损毁，而是 源于流动性的枯竭与情绪的失控。 而这些被错误定价的时刻，往往构成下一轮最猛烈反弹的起点。 历史反复证明，牛市在绝望中诞生，在犹豫中上涨，而在疯狂中死亡。但对于拥有敏锐嗅觉的 资金而言，恐慌时刻才是检验资产成色的试金石。 当市场恐慌时，为什么最先 弹起来的往往是"最贵"的股票 在每一次系统性回撤中，市场都会出现一个看似矛盾的现象： 跌得最猛的往往是之前涨得最好 的公司，而反弹最快的也往往是这些公司。 【如需和我们交流可扫码添加进社群】 许多散户投资者对此感到困惑，认为这是市场的非理性波动，但这并不是情绪错配，而是一种 典型的市场结构规律。 当宏观风险突然出现 （ 无论是地缘政治冲突、政策冲击还是流动性收紧 ） 资金往往不会去 区分个 ...