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Crypto stock crashes after $3B deal with Google
Yahoo Finance· 2025-09-25 16:33
Cipher Mining (NASDAQ: CIFR) announced a landmark 10-year colocation agreement with AI cloud platform Fluidstack worth roughly $3 billion in contracted revenue. The agreement will see Cipher deliver 168 megawatts (MW) of critical IT load at its Barber Lake site in Colorado City, Texas by September 2026, with capacity expandable up to 500 MW. Including two optional five-year extensions, the deal could generate up to $7 billion in total revenue. Cipher said the project will operate at an estimated 80% to 85 ...
Up 300% in 2025, Should You Buy This Red-Hot AI Data Center Stock Here?
Yahoo Finance· 2025-09-25 16:10
IREN’s newly acquired GPUs are scheduled for delivery in the coming months and will be deployed at the Prince George campus in British Columbia. Another key point is that IREN is diversifying its portfolio by adding AMD’s (AMD) top-end generation. The company stated that combining AMD’s hardware with Nvidia (NVDA) GPUs enhances its AI infrastructure capabilities and expands its addressable market.On Monday, IREN stock jumped more than 8% after the company reinforced its ambitions to become an AI infrastruct ...
CoreSite Launches NY3 Data Center, Expanding AI-Optimized Capacity in the New York Metro Area
Businesswire· 2025-09-25 15:00
CoreSite Launches NY3 Data Center, Expanding AI-Optimized Capacity in the New York Metro Area Share Strategic, Purpose-Built Expansion Boosts Company's East Coast Capabilities with Robust Connectivity and Access to a Diverse Ecosystem CoreSite's NY3 data center is located at 2 Emerson Lane, Secaucus, New Jersey, and offers more than 138,000 square feet of data center capacity. DENVER--(BUSINESS WIRE)--CoreSite, an American Tower company (NYSE: AMT) empowering critical business and AI workloads that impact e ...
GDS Holdings (GDS) Climbs as China AI Investments Soar
Yahoo Finance· 2025-09-25 14:26
We recently published 10 Stocks Crushing Wall Street, AI Stocks Dominate. GDS Holdings Ltd. (NASDAQ:GDS) is one of the top performers on Tuesday. GDS Holdings saw its share prices jump by 8.08 percent on Wednesday to close at $40.67 apiece as investors loaded portfolios in Chinese artificial intelligence (AI) stocks, helped by Alibaba Group’s new $53-billion investment in the sector. According to Alibaba, it partnered with chip giant Nvidia Corp. for the expansion of global data centers and AI products a ...
Google Buys In As This Bitcoin Miner Lands $3 Billion HPC Deal
Investors· 2025-09-25 20:32
BREAKING: Futures Fall As Many Hot Stocks Continue Slide Cipher Mining jumped Thursday yet again after the bitcoin miner and data center operator announced a 10-year high-performance computing colocation agreement with Fluidstack. Google will support the build out in exchange for a stake in Cipher. Cipher Mining (CIFR) on Thursday announced it agreed to deliver 168 megawatts (MW) of IT and data computing capacity to Fluidstack at its Barber… Related news Google Shakes Up Cryptocurrency, Digital Payments Wit ...
Is Emcor (EME) the Best AI Data Center Stock to Buy Now?
Yahoo Finance· 2025-09-25 13:49
We recently published Trending Analyst Calls: Top 10 Stocks. EMCOR Group, Inc. (NYSE:EME) is one of the stocks analysts were recently talking about. Kevin Mahn, president & CIO of Hennion & Walsh Asset Management, said in a recent program on CNBC that he thinks Emcor is an attractive stock. Here’s why: “So that seems pretty attractive to me, right? If you look at the S&P 500 right now, it’s trading at a current PE of around 24 and a half. That’s above its five and 10 year averages. So, if you can invest ...
AirJoule Selected as Winner of Net Zero Innovation Hub Competition and Invited to Collaborate with Google, Microsoft, and other Industry Leaders on Water-Sustainable Data Centers
Globenewswire· 2025-09-25 12:30
Collaboration to demonstrate breakthrough water harvesting technology at test facility in 2026RONAN, Mont., Sept. 25, 2025 (GLOBE NEWSWIRE) -- AirJoule Technologies Corporation (NASDAQ: AIRJ) (“AirJoule Technologies” or the “Company”), the leading technology platform that unleashes the power of water from air, today announced that the AirJouleTM system was named as one of three winners of the Net Zero Innovation Hub for Data Centers competition. The program, backed by Google, Microsoft, Data4, Vertiv, Schne ...
Wall Street Gets Giddy Over This Hyperscale AI Infrastructure Stock
Investors· 2025-09-25 12:00
BREAKING: Futures Fall As Many Hot Stocks Continue Slide IBD Videos Get market updates, educational videos, webinars, and stock analysis. 9/25/2025Google is shaking up digital payments, cryptocurrency and emerging AI-based shopping applications with a new technology. 9/25/2025Google is shaking up digital payments, cryptocurrency and emerging AI-based... INVESTING RESOURCES Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital f ...
Cipher Mining Signs 168 MW, 10-Year AI Hosting Agreement with Fluidstack
Globenewswire· 2025-09-25 10:19
Transaction Secures ~$3 Billion in Contracted Revenue over 10-Year Term Expected Delivery of 168 MW of Critical IT Load by September of 2026 Google Backstops $1.4 Billion of Fluidstack’s Obligations and Receives ~5.4% Equity Stake in Cipher Establishes Cipher, with its ~2.4 GW Pipeline, as a Major AI Data Center Developer NEW YORK, Sept. 25, 2025 (GLOBE NEWSWIRE) -- Cipher Mining Inc. (NASDAQ:CIFR) (“Cipher” or the “Company”), a leading owner, developer and operator of industrial-scale data centers, today a ...
Louisiana's $3B power upgrade for Meta project raises questions about who should foot the bill
TechXplore· 2025-09-25 08:39
项目规模与投资 - Meta在路易斯安那州农村地区建设全球最大数据中心之一 投资额达100亿美元 占地面积相当于70个足球场[3] - 数据中心日耗电量超过新奥尔良市夏季峰值用电量[3] - 配套电力基础设施投资超过30亿美元[4] 电力供应安排 - 电力公司Entergy与Meta签订合同 将建设三座天然气发电厂 总发电量达2262兆瓦 相当于Entergy在路易斯安那州当前供电量的五分之一[7] - Meta同意在15年内承担约一半的发电厂建设成本 包括成本超支部分 但不包括运营维护费用[10] - 所有电网用户需共同承担5.5亿美元输电线路建设成本[11] 监管与透明度问题 - 保密协议隐藏了Meta具体支付金额[7] - 消费者权益倡导组织未能强制Meta提供宣誓证词或接受交叉质询[8] - 路易斯安那州公共服务委员会五名委员中唯一反对者表示缺乏关键信息 包括实际用电量、天然气电厂是否最经济选项以及能否创造500个就业岗位[9] 财政优惠与潜在影响 - 根据2024年州法律 Meta免缴销售税 可能导致州政府每年损失"数千万美元或更多"收入[10] - 监管机构警告若Meta退出或不续约 公众需承担发电厂剩余30年寿命周期的费用[11] - 哈佛大学电力法律倡议主任指出科技公司应承担"每一分钱费用 避免公众承担风险"[12] 各州监管对比 - 超过12个州已采取措施保护家庭和企业用户免受数据中心相关用电成本上升影响[12] - 宾夕法尼亚州正在起草费率结构模型 新泽西州研究数据中心是否导致其他用户成本"不合理"增加 俄勒冈州通过立法要求制定新的(可能更高)数据中心电价[13] - 德克萨斯州6月实施"紧急断电"法律 授权电网运营商在紧急情况下要求数据中心减少用电负荷[14] 地方影响与社区反应 - Meta计划在路易斯安那州投资1500兆瓦可再生能源 在Richland Parish投资2亿美元用于供水和道路基础设施[15] - 当地干墙企业规模因Meta到来扩大三倍[15] - 建设期间交通拥堵加剧 房价飙升 低收入家庭被迫迁离 trailer park改建为Meta工人住房[16] - 德里市长表示希望本地居民能从项目中受益[16]