Morgan Stanley Research North America November 3, 2025 09:49 PM GMT Insights on ORCL's Data Center Financing Approach November 4, 2025 MORGAN STANLEY & CO. LLC Lindsay Tyler | Credit Analyst David Hamburger | Credit Analyst Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Rese ...

Key Takeaways IREN is a vertically integrated data center operator.IREN's technology is used to train AI workloads.IREN is experiencing explosive EPS and sales growth.IREN Company OverviewIREN Limited ((IREN) is a vertically-integrated data-center operator. IREN, which initially started as a crypto mining business, has transitioned its data centers to those that are built for high-performance computing (HPC) workloads necessary to run AI models like ChatGPT and Alphabet’s ((GOOGL) Gemini. With operations ma ...

Eaton (NYSE:ETN) Q3 2025 Earnings Call November 04, 2025 11:00 AM ET Company Participants Paulo Ruiz - CEO Andrew Kaplowitz - Managing Director of Equity Research Nigel Coe - Managing Director of Equity Research Joseph Ritchie - Managing Director of Equity Research Andrew Obin - Managing Director of Equity Research Deane Dray - Managing Director of Equity Research Olivier Leonetti - EVP and CFO Scott Davis - Founding Partner Stephen Tusa - Managing Director of Equity Research Jeffrey Sprague - Managing Part ...

Salt Lake City, Nov. 04, 2025 (GLOBE NEWSWIRE) -- BluSky AI Inc. (OTCID: BSAI), a leading developer of prefabricated modular AI infrastructure and GPU-as-a-Service platforms, is pleased to announce the execution of a non-binding Letter of Intent (LOI) for the lease of approximately five acres of land located in Mulhall, Oklahoma. This strategic site is positioned to support BluSky AI’s next phase of modular data center deployment, enabling scalable AI compute capacity in energy-rich regions. The LOI outline ...

Hut 8 (NasdaqGS:HUT) Q3 2025 Earnings Call November 04, 2025 08:30 AM ET Speaker0Thank you for standing by. At this time, I would like to welcome everyone to the Hut eight Third Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you.I would now like to turn the call over to Sue Ennis, Head of Investor Relations. You may begin.Speaker1Good morning and welcome t ...

Nvidia is playing fast and loose with its war chest as it looks to build on its momentum as the chief benefactor of the AI boom. The company on Tuesday signed a €1 billion ($1.15 billion) partnership with Deutsche Telekom to set up an “AI factory” in Munich that aims to boost Germany’s AI computing power by 50%. Called the “Industrial AI Cloud,” the project will use more than 1,000 Nvidia DGX B200 systems and RTX Pro Servers with up to 10,000 Blackwell GPUs to provide AI inferencing and other services to G ...

NEW YORK, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Cipher Mining Inc. (NASDAQ: CIFR) (“Cipher” or the “Company”) a leading developer and operator of industrial-scale data centers, today announced that its wholly-owned subsidiary, Cipher Compute LLC (the “Issuer”), intends to offer, subject to market conditions and other factors, $1.4 billion aggregate principal amount of senior secured notes due 2030 (the “Notes”), in a private offering to persons reasonably believed to be qualified institutional buyers in relianc ...

公司董事会任命 - 公司任命Rebecca Kujawa为董事会成员 [1] - Rebecca Kujawa此前担任NextEra Energy Resources的总裁兼首席执行官 [1] 新任董事的专业背景 - Rebecca Kujawa在能源、技术和资本市场的交汇领域拥有超过二十年的领导经验 [2] - 其在NextEra Energy Resources任职期间，管理了150亿至200亿美元的年资本投资 [2] - 曾推动公司范围内的数字化转型，利用人工智能和先进分析技术来加速执行约300吉瓦的项目开发管道 [2] 新任董事的治理经验 - Rebecca Kujawa曾担任Nuclear Electric Insurers Limited的董事长以及XPLR Infrastructure的董事会成员 [3] - 在NEIL，她曾任职于审计、财务与风险以及治理委员会，为财务诚信、企业风险和监管合规的战略监督做出贡献 [3] - 因其大胆的领导力和战略眼光，今年被《财富》杂志评为“Next to Lead: The 25 Most Powerful Rising Executives in the Fortune 500”之一 [3] 公司战略与增长计划 - 公司计划在未来五年内将其现有业务规模扩大一倍 [2] - 公司致力于在全球能源市场日益复杂的情况下，确保获得支持下一阶段增长所需的电力容量 [2] 公司业务描述 - 公司是全球数字基础设施企业，其业务包括数字基础设施、数据中心覆盖和互联生态系统 [4] - 公司致力于连接经济、国家、组织和社区，提供无缝的数字体验和尖端人工智能技术 [4]

Key Points Infrastructure landlords with multiyear leases and fixed minimum payments offer revenue visibility that software-only AI plays lack. Companies that already operate data centers can convert existing sites to AI hosting faster than building new facilities from scratch. Staying independent allows data center operators to sign deals with multiple big tech customers instead of serving just one owner. 10 stocks we like better than Applied Digital › The artificial intelligence (AI) boom has c ...

In addition, Hyperscale Data has allocated $47.5 million of cash for Sentinum to deploy into open-market Bitcoin purchases. The Company emphasized that it intends to continue deploying capital through a disciplined dollar-cost averaging strategy designed to reduce exposure to short-term market volatility while building its long-term reserve position. Accessibility StatementSkip Navigation LAS VEGAS, Nov. 4, 2025 /PRNewswire/ -- Hyperscale Data, Inc. (NYSE American: GPUS), an artificial intelligence ("AI") ...