Core Insights - Applied Digital signed a $5 billion lease with a U.S.-based hyperscaler for 200 MW at its Polaris Forge 2 campus in North Dakota, resulting in a 4% increase in its shares during premarket trading [1] Company Summary - The lease agreement is significant, indicating strong demand for data center capacity and services [1] - The Polaris Forge 2 campus is positioned to support the growing needs of hyperscale cloud providers [1] Industry Implications - The deal reflects the ongoing expansion in the data center industry, particularly driven by hyperscale operators [1] - The investment highlights the competitive landscape among data center providers to secure large-scale leases [1]

Vertiv Holdings Co (NYSE:VRT) is one of the stocks in Jim Cramer’s recent game plan. Cramer seemed optimistic around the company’s upcoming earnings, as he stated: “Wednesday, we’ve got two data center stories, Vertiv, which cools the red-hot data centers, and GE Vernova… I believe Vertiv will once again deliver an excellent number.” A person with stock market data on a laptop. Photo by Anna Nekrashevich on Pexels Vertiv Holdings Co (NYSE:VRT) provides digital infrastructure solutions and services for ...

Core Insights - Mawson Infrastructure Group Inc. has launched a GPU pilot program on a leading decentralized AI network, marking a strategic expansion into advanced computing beyond digital asset mining [1][2] - The pilot aims to establish a scalable framework for Mawson to enhance its role as an AI cloud or infrastructure provider across its U.S. sites, with an initial 100-day plan focused on performance data retrieval and project evaluation [2][3] Company Overview - Mawson is a technology company that provides digital infrastructure platforms for AI, high-performance computing (HPC), and digital assets, optimizing resources for various applications [4] - The company prioritizes the use of carbon-free energy sources, including nuclear energy, to power its digital infrastructure [4]

Accessibility StatementSkip Navigation COLUMBUS, Ohio, Oct. 22, 2025 /PRNewswire/ -- Vertiv Holdings Co (NYSE: VRT), a global leader in critical digital infrastructure, today reported financial results for its third quarter ended September 30, 2025. Vertiv reported third quarter 2025 net sales of $2,676 million, an increase of $602 million, or 29%, compared to last year's third quarter, driven by 43% growth in Americas and 20% growth in APAC. Orders accelerated, with third quarter 2025 organic orders increa ...

Core Insights - Mawson Infrastructure Group Inc. has successfully dismissed an involuntary bankruptcy petition, allowing the company to pursue recovery of fees and damages from creditors [1] - The dismissal is expected to alleviate downward pressure on the company's stock price and enhance liquidity, contributing to future growth and shareholder value [2] Company Overview - Mawson is a U.S.-based technology company focused on designing, building, and operating next-generation digital infrastructure platforms, serving sectors such as AI, high-performance computing (HPC), and digital assets including Bitcoin mining [3] - The company operates both self-mining and colocation/hosting services for enterprise customers, utilizing a vertically integrated infrastructure model aimed at scalability and efficiency [3] Strategic Focus - A key aspect of Mawson's strategy involves utilizing carbon-free energy resources, including nuclear power, to support environmentally sustainable operations in the rapidly growing digital economy [4] - Mawson currently has 129 megawatts of capacity operational, with additional capacity under development, positioning itself as a competitive provider of carbon-aware digital infrastructure solutions [4]

Applied Digital Corporation (NASDAQ:APLD) is one of the Hot Growth Stocks to Invest in Now. Applied Digital Corporation (NASDAQ:APLD) has surged more than 25% since the release of its FQ1 2026 results on October 9. ​The company posted a revenue of $64.22 million, up 5.79% year-over-year and ahead of the consensus by $18.75 million. Following the release on October 14, Joe Flynn from Lucid Capital initiated coverage of Applied Digital Corporation (NASDAQ:APLD) with a Buy rating and a $44 price target. ​T ...

Core Insights - Since the "14th Five-Year Plan," China has initiated a new round of digital infrastructure development, establishing a national integrated computing network that connects various regions, positioning its computing power as the second largest globally, thus fostering growth opportunities for the digital economy [1][3]. Group 1: Computing Power Growth - The average annual growth rate of China's computing power has reached 30% since the "14th Five-Year Plan," with over 70% of the new computing power originating from the western regions [3]. - The computing power generated in one second by China's entire intelligent computing system would take 4,000 years for 8 billion people using ordinary calculators to achieve [3]. Group 2: Digital Economy and Infrastructure - The "14th Five-Year Plan" explicitly aims to create new advantages in the digital economy and includes the construction of a digital China as a standalone section in the five-year plan [3]. - The establishment of eight national computing hub nodes, ten national data center clusters, and numerous new optical cable routes has led to the realization of the "East Data West Computing" mega project [3][5]. Group 3: Regional Development and Impact - In Gansu's Qingyang, the "East Data West Computing" hub has seen a significant increase in mobile signal density, with 452 new enterprises established, leading to local digital economy revenues soaring to nearly 10 billion yuan [5]. - More than 30 "computing power new cities" have emerged during the "14th Five-Year Plan," serving as critical support for the AI era, with computing power from Guizhou contributing to animation production in Beijing and from Qinghai aiding in intelligent driving model training in Jiangsu [7]. Group 4: Infrastructure and Global Position - China has built the largest and most extensive network infrastructure globally during the "14th Five-Year Plan," with its computing power ranking among the top worldwide, making it one of the countries with the richest data application scenarios [7].

Core Insights - Mawson Infrastructure Group Inc. announced preliminary, unaudited financial results for Q3 and the first nine months of 2025, highlighting a decrease in revenue but significant improvements in gross profit and net loss reduction [1][2]. Financial Performance Summary Third Quarter Results - Estimated revenues for Q3 2025 are approximately $11.2 million, a 9% decrease from $12.3 million in Q3 2024 [4]. - Estimated cost of revenues for Q3 2025 is approximately $4.6 million, down 42% from $8.0 million in Q3 2024 [4]. - Estimated gross profit for Q3 2025 is expected to be around $6.6 million, reflecting a 53% increase from $4.3 million in Q3 2024 [5]. - Estimated gross profit margin for Q3 2025 is projected at 59%, compared to 35% in Q3 2024 [5]. - Estimated net loss for Q3 2025 is expected to be approximately $1.5 million, a significant decrease of 88% from $12.2 million in Q3 2024 [6]. Nine Months Results - Estimated revenues for the first nine months of 2025 are approximately $34.5 million, a 22% decrease from $44.2 million in the same period of 2024 [7]. - Estimated cost of revenues for the first nine months of 2025 is approximately $18.1 million, down 37% from $28.6 million in the first nine months of 2024 [7]. - Estimated gross profit for the first nine months of 2025 is expected to be around $16.4 million, a 5% increase from $15.6 million in the same period of 2024 [8]. - Estimated gross profit margin for the first nine months of 2025 is projected at 48%, compared to 35% in the same period of 2024 [8]. - Estimated net loss for the first nine months of 2025 is expected to be approximately $9.8 million, a 76% decrease from $41.8 million in the first nine months of 2024 [9]. Strategic Developments - Mawson's strategy includes utilizing carbon-free energy resources, such as nuclear power, to support its digital infrastructure operations, positioning itself as a competitive provider of sustainable solutions [12]. - The company has 129 megawatts of capacity already online, with more under development, indicating a focus on scalability and efficiency in its operations [12]. Board of Directors Update - At the 2025 Annual Meeting, new directors were elected, including Ryan Costello as Independent Board Chair, Steven G. Soles as Independent Director, and Kathryn Yingling Schellenger as Independent Director, each bringing diverse expertise to the board [10].

Group 1 - DigitalBridge Group Inc. (NYSE:DBRG) experienced a significant stock price increase of 15.71% to $13.48, driven by JPMorgan's announcement of a $10 billion investment in companies critical to U.S. economic security [1][4] - The investments from JPMorgan are part of a larger $1.5 trillion plan over the next decade, focusing on sectors such as artificial intelligence and edge computing, which align with DigitalBridge's business interests [2][4] - DigitalBridge's investment portfolio includes edge infrastructures, data centers, towers, fiber, small cells, managed services, and real estate companies, indicating a diverse range of digital infrastructure assets [3][4] Group 2 - DigitalBridge is scheduled to report its third-quarter financial and operational results on November 3, 2025, which may provide further insights into its performance and market position [4]

Core Insights - Vertiv Holdings Co. is a key player in digital infrastructure, providing essential products and services for data centers and communication networks, competing with industry giants like Schneider Electric and Eaton Corporation [1] Group 1: Company Overview - Vertiv is known for its innovative solutions that support the growing demand for data management and connectivity [1] - The company has a market capitalization of approximately $66.91 billion [4][5] Group 2: Stock Performance - The current stock price for Vertiv is $175.23, reflecting a decrease of 2.11% or $3.77 [4][5] - Over the past year, the stock has fluctuated between a low of $53.60 and a high of $184.44 [4][5] - The stock has a trading volume of 1,965,990 shares on the NYSE [4] Group 3: Analyst Ratings - Oppenheimer upgraded Vertiv to "Outperform" with a target price of $205, driven by strong demand for AI infrastructure [2][5] - The stock was previously priced at approximately $173.70 before the upgrade [2] Group 4: Strategic Initiatives - Vertiv's strategic acquisitions, such as Great Lakes and Waylay NV, are aimed at creating integrated hardware-software solutions to meet the increasing demand for AI infrastructure [3] - Partnerships with Dell and involvement in Nvidia's GB300 NVL72 project position Vertiv to capitalize on investments in AI infrastructure by hyperscalers and cloud service providers [3][5]