Workflow
AI computing resources
icon
Search documents
BTC Digital Ltd. Enters into Strategic Framework Agreement with Fog Computing Inc. for AI Computing Infrastructure and Liquid-Cooled Data Centers
Prnewswire· 2026-01-27 12:30
SINGAPORE, Jan. 27, 2026 /PRNewswire/ -- BTC Digital Ltd. ("BTCT" or the "Company") (NASDAQ: BTCT), a leading blockchain technology company, today announced that it has entered into a strategic framework cooperation agreement with Fog Computing Inc. ("Fog Computing") to establish a long-term and stable strategic partnership focused on AI computing infrastructure, liquid-cooled data center computing services, technology collaboration, and market expansion. Pursuant to the agreement, Fog Computing will lever ...
Macro picture in U.S. is turning and things will be brighter, says UBS' Ulrike Hoffman Burchardi
Youtube· 2025-10-24 19:16
Economic Outlook - The US economy is expected to experience a reacceleration over the next 12 months, with inflation likely to remain contained [3][4] - Three disinflationary trends are anticipated: the impact of tariffs will lessen, wage inflation is expected to decrease, and shelter inflation will also decline [3][4] Stock Market Sentiment - There is a selective bullish sentiment towards technology and artificial intelligence (AI) stocks, despite concerns about potential bubbles [2][5] - Current financial conditions are described as loose, which supports the ongoing momentum in the stock market [6] AI Sector Insights - The narrative around AI is seen as a transformational innovation, with significant capital expenditure (capex) expected to drive growth [7] - The current compute capacity is predicted to need five times the existing amount to support AI advancements [7] Bubble Indicators - Key indicators for identifying bubble territory include a disconnection between price and fundamentals, extended positioning among retail and institutional investors, and a stronger positive narrative around the technology [10] Healthcare Sector Perspective - The US healthcare sector is viewed as a diversifier away from AI investments, with expectations that it will benefit significantly from AI advancements [11][12] - Factors contributing to a bullish outlook on healthcare include reduced development costs for drugs due to AI, clarity around tariffs, and favorable valuation conditions [12][13]