Data Center Solutions

Search documents
Calpine and CyrusOne Announce Thad Hill Energy Center Powered Land to Support Hyperscale Data Center Development in Texas
Prnewswire· 2025-07-30 20:30
HOUSTON and DALLAS, July 30, 2025 /PRNewswire/ -- Houston-based Calpine Corporation today announced a new 190-megawatt (MW) agreement with Dallas-based CyrusOne, a leading global data center developer and operator, to serve a new data center adjacent to the Thad Hill Energy Center in Bosque County, Texas. The deal secures power, grid connection, and land to support a new state of the art facility that is currently under construction and expected to be operational by the fourth quarter of 2026. "We're exci ...
Andrew Hill Investment Advisors Loads Up on 25,219 NVDA Shares in Q2 2025
The Motley Fool· 2025-07-23 17:40
Company Overview - Nvidia is a global leader in high-performance computing and artificial intelligence, with a market capitalization of $4.00 trillion as of July 10, 2025 [4] - The company's revenue for the trailing twelve months (TTM) is $148.51 billion, with a net income of $76.77 billion and a dividend yield of 0.02% [3] - Nvidia's strategy focuses on innovation in GPU technology and AI platforms, targeting high-growth markets such as artificial intelligence, cloud computing, and autonomous systems [4][5] Financial Performance - Nvidia's stock closed at $164.10 on July 10, 2025, reflecting a one-year price change of 24.90%, outperforming the S&P 500 by 12.29 percentage points [2] - The company's forward price-to-earnings (P/E) ratio is 38.02, and it has a five-year revenue compound annual growth rate (CAGR) of 64.2% [2] Market Position and Strategy - Nvidia generates revenue primarily through the sale of advanced semiconductor hardware and related software, serving original equipment manufacturers, cloud service providers, automotive companies, and system builders globally [5][6] - The company has a robust ecosystem and deep expertise in accelerated computing, which contributes to its competitive edge across gaming, data center, and automotive sectors [4] Investment Insights - Andrew Hill Investment Advisors increased its position in Nvidia, reflecting a strategic focus on technology stocks with exposure to the AI ecosystem, with approximately one-third of its equity holdings in AI infrastructure [7] - Despite a 19% decline in Nvidia's stock in the first three months of 2025, it has since recovered strongly, being up more than 28% year-to-date [8] - The market sentiment has improved due to de-escalation in trade conflicts, allowing Nvidia to ramp up sales of compliant chips to China in the second half of the year [10]