Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

编辑 | 硬 AI 周五，由前特朗普政府能源部长里克·佩里（Rick Perry）联合创办的网红ai能源基础设施公司Fermi，股 价盘中一度狂泻46%，险些"一日腰斩"。 暴跌的直接导火索，是公司披露它的大客户要退租了：其首个租户突然撤回了约1.5亿美元的建设注资承 诺。 提供电力的网红ai能源基础设施公司，宣布它的大客户要退租了。 硬·AI 作者 |高智谋 01 资金"断供"引发估值踩踏 Fermi周五的公告显示，其首个租户终止了一项约1.5亿美元的注资协议，该资金原计划用于支持其位于西 德克萨斯的大型AI园区的建设。 受此消息影响，Fermi股价盘中剧烈跳水，收盘跌幅虽有所收窄，但较其10月上市后的高点已累计回撤达 70%。 针对此次变故，Fermi管理层在公告中极力试图稳住阵脚。公司强调，虽然租户拒绝提供建设资金，但双 方关于租赁条款的谈判仍在继续，并未彻底破裂。 02 全线买入评级与38%做空比例 资本市场上，一方面，覆盖该股的9家华尔街投行全部给予其"买入"评级；另一方面，空头早已重兵集结。 彭博数据显示，该公司约38%的流通股被借出用于卖空。 Fermi的投资顾问机构Ocean Wall试图淡化 ...

公司重大负面事件 - 网红AI能源基础设施公司Fermi股价盘中一度暴跌46%，收盘时较其10月上市后高点已累计回撤70% [3][6] - 股价暴跌的直接导火索是公司披露其首个大客户（租户）突然撤回了约1.5亿美元的建设注资承诺 [3][6] - 公司管理层试图稳定市场情绪，强调租赁谈判仍在继续，并未彻底破裂 [6] 客户与合作协议 - 公司首个租户终止了一项约1.5亿美元的注资协议，该资金原计划用于支持其位于西德克萨斯的大型AI园区建设 [6] - 有分析师指出，协议破裂源于租户要求更改既定定价，而Fermi拒绝妥协 [8] - 公司CEO在10月上市首日曾宣称，已锁定“地球上最有价值和最受尊敬的科技公司之一”作为客户 [6] 资本市场反应与观点 - 覆盖该股的9家华尔街投行全部给予其“买入”评级 [8] - 与此同时，该公司约38%的流通股被借出用于卖空，显示市场存在巨大分歧 [8] - 公司的投资顾问机构及部分分析师试图“护盘”，认为AI算力背后的“电力短缺”逻辑未变，且公司拒绝妥协展现了“定价纪律” [8] 公司背景与宏大规划 - Fermi由前特朗普政府能源部长里克·佩里联合创办，带有浓厚政治色彩 [9] - 公司计划在德克萨斯州阿马里洛建设全球最大的能源与数据园区，预计总耗资超过500亿美元 [9] - 该项目规划建设4座核反应堆，集成多种能源，总发电能力高达11吉瓦，超过葡萄牙整个国家的峰值电力需求 [9] - 公司已初步将该能源中心命名为“唐纳德·J·特朗普总统先进能源与情报园区” [9]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

周五，由前特朗普政府能源部长里克·佩里（Rick Perry）联合创办的网红ai能源基础设施公司Fermi，股 价盘中一度狂泻46%，险些"一日腰斩"。 暴跌的直接导火索，是公司披露它的大客户要退租了：其首个租户突然撤回了约1.5亿美元的建设注资 承诺。 资金"断供"引发估值踩踏 Fermi周五的公告显示，其首个租户终止了一项约1.5亿美元的注资协议，该资金原计划用于支持其位于 西德克萨斯的大型AI园区的建设。 受此消息影响，Fermi股价盘中剧烈跳水，收盘跌幅虽有所收窄，但较其10月上市后的高点已累计回撤 达70%。 Fermi不仅是AI概念股，更带有浓厚的政治色彩。其联合创始人里克·佩里曾任德克萨斯州州长、特朗普 政府时期的能源部长。 另外，公司甚至已初步将该能源中心命名为"唐纳德·J·特朗普总统先进能源与情报园区"（President Donald J Trump Advanced Energy and Intelligence Campus）。 在商业愿景上，Fermi描绘了一幅惊人的蓝图：计划在德克萨斯州阿马里洛（Amarillo）建设全球最大的 能源与数据园区。该项目预计耗资超500亿美元，规划包 ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...