Core Scientific ( CORZ ) has been on a massive business transformation over the past several years. What was once a Bitcoin-focused miner, the company has quickly pivoted to help support the AI infrastructure build-out. Add in the potentialAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compen ...

Hut 8 is partnering with Fluidstack to build a large artificial-intelligence data center in Louisiana for Anthropic, backed by a $7 billion lease, where Hut 8 will develop and deliver the power needed... ...

Hut 8 has signed a deal valued at about $7 billion to lease a data center in Louisiana, it said on Wednesday, as former cryptocurrency miners pivot to meet surging demand for artificial intelligence i... ...

经济观察网重庆市人民政府办公厅印发《重庆市推动"人工智能+"行动方案》，构建重庆数据中心集群 与跨域共享协同发展的算力供给体系。推进"东数西算"工程，以重庆数据中心集群起步区为重点，推动 本地高性能智能算力基础设施建设，加快云边端一体化协同发展。实施"疆算入渝"工程，以市场化方式 推动算力产业链企业赴新疆投资建设智能算力基础设施，持续提质扩容重庆(新疆)算力基地，建设高带 宽算力传输网络，迭代升级西部(国家)算力调度平台，实现多元异构算力灵活调度和统一服务。 ...

文章核心观点 - 作者在构建投资组合时，刻意避免过度集中于数据中心主题，以防范该主题热度消退带来的风险，并积极在其他高增长领域寻找机会 [1] - 当市场投机热潮退去时，医疗保健、航空航天、零售、金融科技以及资源型公司等领域的增长股，为投资组合提供了支撑和保护 [2][3] 行业与公司分析 - **医疗保健行业**：被视为典型的双位数销售增长领域，是增长股的重要来源 [1] - **航空航天行业**：因旅行需求持续存在而具备增长潜力 [2] - **零售行业**：部分增长型零售商被认为具备持续扩张的能力 [2] - **金融科技行业**：如Block（原Square）等公司长期受到市场青睐，似乎永不过时 [2] - **资源型公司**：如黄金和白银等各类资源公司展现出增长态势，在市场投机股退潮时发挥了关键作用 [3]

Amazon says its data centers aren't raising power bills for residential customers, releasing a white paper as three U. ...

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Digital Realty Trust, Inc. ( DLR ) is one of the leading global data center operators and continues to show a strong financial position. Today, we will go deeper and analyze the key economic characteristics and ratios, itsArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 4 ...

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Digital Realty Trust, Inc. ( DLR ) is one of the leading global data center operators and continues to show a strong financial position. Today, we will go deeper and analyze the key economic characteristics and ratios, itsArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 4 ...

Efforts over the years to reform NEPA have been thwarted by Democrats who have sided with environmental advocates against Republican lawmakers aligned with business interests.The SPEED Act would blunt the 1969 National Environmental Policy Act, which mandates federal reviews for projects that could affect the environment before permits are issued."For companies like OpenAI that are investing in data centers, networking, and supporting infrastructure across the United States, a more efficient and predictable ...

Key Takeaways APLD and LITE have both delivered more than 200% returns in 2025 on surging AI infrastructure demand.APLD's long-term prospects ride on accelerating spending on AI infrastructure by hyperscalers.LITE is developing and providing photonic solutions for AI applications, particularly for data centers. The artificial intelligence (AI) saga, supported by the massive growth of cloud computing and data centers, is yet to unfold fully. Solid demand from AI infrastructure end markets such as hyperscale ...