Group 1 - Vertiv Holdings (VRT), a partner of Nvidia (NVDA) in the artificial intelligence data center infrastructure sector, approached a buy point with its stock gaining to 181.60, briefly surpassing a double bottom buy point of 189.66 intraday [4] - The AI data center play has seen an increase of over 12% recently, indicating strong market interest and performance [4] - Google stock was upgraded by Raymond James due to optimistic growth estimates in AI-driven cloud computing, which are significantly above Wall Street consensus [5]

Core Viewpoint - CleanSpark, a Bitcoin mining and AI infrastructure operator, has seen a significant increase in its stock price following a land purchase for AI data centers and an analyst upgrade, indicating potential growth opportunities in high-performance computing and AI sectors [1][2][4]. Group 1: Company Performance - CleanSpark closed at $13.34, up 6.29%, with trading volume reaching 59.7 million shares, approximately 89% above its three-month average of 31.5 million shares [1]. - The company has experienced an 87% decline in stock price since its IPO in 2016 [1]. Group 2: Market Reactions - Investors reacted positively to CleanSpark's recent land acquisition in Texas, which is aimed at supporting its data center ambitions [2][5]. - Northland Capital Markets upgraded CleanSpark to a "strong buy" with a price target of $22.50, suggesting an upside of roughly 80% [4]. Group 3: Strategic Developments - CleanSpark purchased 447 acres of land near Houston, Texas, marking its second land acquisition in the state, following a purchase of 271 acres in October 2025 [5]. - The company aims to diversify its operations beyond Bitcoin mining into high-performance computing and AI data center infrastructure [4].

Core Insights - Nano Nuclear Energy (NNE) is well-positioned to meet the energy demands of artificial intelligence (AI), but it is several years away from commercialization [1][2] - Bitfarms is currently a more attractive investment due to its soaring revenue and established business model in AI data centers [3][12] Group 1: Nano Nuclear Energy - NNE has generated significant returns but will take multiple years before it can commercialize its technology [1] - The company has interest from various sectors, including AI data centers, industrial, and military customers, but this interest may not directly translate into sales [2] Group 2: Bitfarms - Bitfarms has shifted focus from crypto mining to AI data center infrastructure, laying the groundwork for future lucrative tech deals [4] - The company has a portfolio of 2.1 gigawatts of energy, with plans to convert its Washington site to an AI data center by December 2026, representing 18 megawatts of its energy portfolio [11] - Bitfarms closed Q3 2025 with 1,827 Bitcoin, valued at approximately $165 million, and has around $637 million in cash to finance its data center projects [9] - The sale of its Paraguay data center for up to $30 million allows Bitfarms to concentrate on its North American sites, where 90% of its energy pipeline is located [10][11]

We recently published 10 Stocks Jim Cramer Discussed.  Oracle Corporation (NYSE:ORCL) is one of the stocks on Jim Cramer discussed. AI data center infrastructure provider Oracle Corporation (NYSE:ORCL)’s shares have struggled in 2025’s last few months. Since mid-October, they have lost 36.7%. The stock has struggled due to reports of a slowdown in data center construction and fears of an AI bubble. On December 15th, Phillip Securities lowered Oracle Corporation (NYSE:ORCL)’s share price target to $344 fro ...

Core Insights - Hut 8 is transitioning from a Bitcoin mining company to a significant player in the artificial intelligence (AI) power-generation sector, highlighted by a partnership with Anthropic and a substantial data center lease agreement [1][3]. Business Transition - After spinning off its Bitcoin-mining operations, Hut 8 is focusing on high-performance energy infrastructure for AI factories, which is further supported by a deal with Anthropic [3][4]. Infrastructure Agreement - Hut 8 will collaborate with Fluidstack to provide between 245 megawatts (MW) and 2,295 MW of AI data center infrastructure to Anthropic at its River Bend campus in Louisiana [4]. Financial Details - Hut 8 has signed a 15-year lease agreement worth $7 billion with Fluidstack, expecting to generate an average annual net operating income of $454 million [7]. Backing and Support - Google is providing financial backing for the lease payments, while J.P. Morgan and Goldman Sachs are involved in financing the deal [7]. Market Performance - Following the announcement of the partnership and lease agreement, Hut 8's shares increased by nearly 9%, with a current market cap of $4.0 billion [1][5].

Partnership Overview - Hut 8 will deliver and deploy at least 245 MW and up to 2,295 MW of AI data center infrastructure for Anthropic, leveraging high-performance clusters operated by Fluidstack[13] - The partnership aims to deploy 2,295 MW of infrastructure[14] Tranche Details - Tranche 1 involves 245 MW of IT capacity at the River Bend Campus in Louisiana, supported by 330 MW of utility capacity[15] - Tranche 2 includes a Right of First Offer (ROFO) for up to 1,000 MW of additional IT capacity at River Bend, contingent on power expansion[15] - Tranche 3 may involve jointly developing up to 1,050 MW of additional optional capacity across Hut 8's development pipeline beyond River Bend[15] Timeline - Hut 8 plans to bring additional capacity online by early 2027[18]

Core Insights - EdgeMode has entered into a Memorandum of Understanding (MOU) with Supermicro and Krambu Inc. to enhance its AI data-center portfolio through advanced infrastructure and sustainable technologies [1][2][4] Group 1: Collaboration Details - The MOU aims to explore a coordinated supply and deployment model for high-density server and GPU infrastructure, leveraging Supermicro's solutions and Krambu's expertise in sustainable design [2][3] - The partnership focuses on high-efficiency AI infrastructure and sustainable design, including waste heat recapture for various applications, aligning with global carbon optimization efforts [3][4] Group 2: Strategic Positioning - EdgeMode is developing a next-generation data-center portfolio that integrates renewable power and high-density compute capabilities, positioning itself as a leader in AI-ready infrastructure [4][9] - The collaboration enhances EdgeMode's ability to deliver energy-efficient AI compute solutions at scale, supported by Supermicro's technology and Krambu's sustainability expertise [4][6] Group 3: Implementation Framework - Supermicro will provide end-to-end AI compute solutions, while Krambu will manage infrastructure design and sustainable practices, including liquid cooling and waste-heat reuse [6][7] - EdgeMode will act as the purchaser and operator, integrating advanced hardware into its expanding 1.5 GW AI-focused data-center portfolio across five strategic sites [6][9]

Core Insights - Fermi Inc. is focused on developing energy infrastructure for AI data centers and has gained attention following its recent IPO [1] - The consensus price target for Fermi has remained stable at $32.29, indicating no significant changes in its business model or market conditions [2] - UBS analysts have initiated coverage with a 'Buy' rating and a target price of $30, reflecting a conservative outlook [2] - Stifel Nicolaus has set a price target of $29, highlighting the speculative nature of the investment due to the company's lack of revenue and tangible assets [3] - A potential lease conversion expected by 2025 could generate annualized revenue of $1.5 billion, which is significant for a pre-revenue company [4] - Fermi's stock surged 40% post-IPO, driven by enthusiasm for AI and data centers, but faces execution and market risks [5] - Only 10% of Fermi's planned 11-gigawatt capacity is expected to be operational by 2026, indicating challenges ahead [5] - Recent developments and the potential lease are crucial for investors to monitor as they could impact stock performance [6]

Core Insights - Jet.AI Inc. and Consensus Core Technologies Inc. have completed the second milestone for their hyperscale data center projects in Midwestern and Maritime Canada, indicating significant progress in their development plans [1][2]. Project Milestones - The second milestone completion includes the assumption of $1.8 million in unsecured debt and accrued interest from Consensus Core related to the Midwestern Project [2]. - The next milestone involves submitting a Transmission Power Load Study application for the Midwest project and securing power supply commitments for the Maritime project [3][4]. Financial Contributions - Jet.AI has contributed $1.7 million to the joint venture and plans to use proceeds from future closings to repay the assumed debt [6]. - The joint venture has executed a letter of intent to acquire 350 acres adjacent to the Midwestern Project, significantly larger than the previously anticipated 100 acres [6]. Company Overview - Jet.AI, founded in 2018 and based in Las Vegas, operates in two segments: Software and Aviation, and is transitioning to a pure-play AI data center company [4]. - The company aims to build scalable, high-performance infrastructure to meet the growing computational demands of artificial intelligence [4].

Core Viewpoint - Jabil, Inc. is set to report its fourth-quarter fiscal 2025 earnings on September 25, with sales estimated at $7.6 billion and earnings per share (EPS) at $2.95, reflecting slight upward adjustments for 2025 and downward adjustments for 2026 in earnings estimates [1][6]. Earnings Performance - Jabil has a strong earnings surprise history, exceeding expectations in the last four quarters with an average surprise of 6.68% [2]. Earnings Prediction - Current analysis indicates that Jabil may not achieve an earnings beat for the fourth quarter, with an Earnings Surprise Prediction (ESP) of +5.94% and a Zacks Rank of 4 [3]. Factors Influencing Results - Jabil plans to invest $500 million to expand its AI data center infrastructure, which is expected to enhance its manufacturing capabilities and workforce development [6][7]. - The localization of production facilities aims to align manufacturing with regional demand and mitigate risks from geopolitical volatility and tariffs [8]. Segment Performance - The Regulated Industries segment is projected to see revenues of $2.9 billion, down from $3 billion year-over-year, primarily due to weak demand in the electric vehicle market [9]. - The Connected Living & Digital Commerce segment is expected to generate $1.31 billion in revenue, a decrease from $1.44 billion [10]. - The Intelligent Infrastructure segment anticipates revenues of $3.52 billion, showing growth from $2.27 billion [10]. Stock Performance - Over the past year, Jabil's stock has increased by 95.8%, underperforming the industry growth of 141.8% but outperforming Flex Ltd. [11]. Valuation Metrics - Jabil's shares are trading at a forward price/earnings ratio of 20.02, which is lower than the industry average of 25.4 but above its historical mean of 17.91 [12]. Investment Considerations - The company's growth is hindered by demand softness across multiple markets, particularly in renewable energy and 5G sectors, as well as fluctuating demand in the electric vehicle market [15]. - Jabil faces stiff competition from industry leaders and challenges related to customer manufacturing preferences, which could impact net sales growth [16]. - Supply chain issues and rising costs due to local production initiatives may lead to margin pressures in the near term [17]. - Overall, Jabil's growth prospects are affected by weak demand in key segments, competitive pressures, and macroeconomic challenges [18].