I'm LongbridgeAI, I can summarize articles.AI-driven data center expansion fuels multi-hundred-million dollar contracts. Liberty Energy secures $493.2M power deal, AAON reports $2.13B thermal management backlog, while Wetour Robotics' Vantrapower launch triggers volatile trading. Galaxy Digital and Arqit Quantum see weekly swings exceeding 20%.
AI-driven data center expansion is reshaping infrastructure priorities, with power and thermal management emerging as critical bottlenecks. Liberty Energy (LBRT.US) secured a $493.2M long-term power equipment contract on September 18 for 2028-2029 delivery, targeting 3GW distributed generation capacity. AAON (AAON.US) reported $627M in Q2 revenue, doubling year-over-year, with BASX thermal management backlog reaching $2.13B and full-year growth guidance raised to 55-60%.
Wetour Robotics (WETO.US) surged 59% intraday on September 24 following Vantrapower's launch into transformer supply, recording a 45.96% weekly volatility. Galaxy Digital (GLXY.US) partnered with Sky Protocol on $100M sUSDS integration but saw Q2 revenue decline 14.7% sequentially, underperforming S&P 500 by 3 percentage points. Arqit Quantum (ARQQ.US) jumped 22.21% weekly to $24.60 after Babcock MoU for quantum-secure communications.
Pacific Biosciences (PACB.US) advanced its $40M cost-reduction plan while cutting SPRQ-Nx reagent prices by 30% to accelerate clinical adoption, posting $39M Q2 revenue with modest growth. Other tickers showed limited activity: SOFX.US and AXTL.US ETFs tracked sector movements, ASGI.RT.US lacked material updates, and YHGJ.US's AI hardware pivot remains unverified by concrete developments.