Equinix

Well isn't this convenient...

Rep. Michael Rulli (R) bought $Equinix(EQIX.US) on August 7th, his first ever buy of Equinix

He sits on the House Energy & Commerce Committee's Subcommittee on Energy

The day before, on August 6th, Equinix signed a 20-year deal to fund new grid infrastructure for a Georgia data center

He's down about 2% since

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Bloom Energy(BE.US) Bloom Energy Expands Partnership With MiTAC to Power AI Server Manufacturing

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗕𝗹𝗼𝗼𝗺 𝗘𝗻𝗲𝗿𝗴𝘆 will deploy a fuel cell microgrid at 𝗠𝗶𝗧𝗔𝗖'𝘀 Fremont campus.

➤ Microgrid will power MiTAC's 𝗔𝗜 𝘀𝗲𝗿𝘃𝗲𝗿 manufacturing operations.

➤ Project expands Bloom's contracted onsite power across 𝘁𝘄𝗼 California sites.

➤ Bloom now serves nearly 𝘁𝘄𝗼 𝗱𝗼𝘇𝗲𝗻 AI infrastructure customers.

➤ Bloom's AI infrastructure portfolio totals approximately 𝟮𝟱𝟬 𝗠𝗪 of capacity.

➤ Fuel cell systems will operate as an 𝗶𝘀𝗹𝗮𝗻𝗱𝗲𝗱 𝗺𝗶𝗰𝗿𝗼𝗴𝗿𝗶𝗱.

➤ Project supports expanding AI server production as demand accelerates.

➤ Bloom says fuel cells provide fast-deploying, reliable onsite power.

➤ Bloom has also deployed fuel cells for customers including 𝗔𝗘𝗣, 𝗕𝗿𝗼𝗼𝗸𝗳𝗶𝗲𝗹𝗱, 𝗘𝗾𝘂𝗶𝗻𝗶𝘅, 𝗡𝗲𝗯𝗶𝘂𝘀, and 𝗢𝗿𝗮𝗰𝗹𝗲.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Highlights rising power demand across the AI infrastructure supply chain.

➤ Reinforces Bloom's growing position in onsite power for AI infrastructure.

➤ Demonstrates manufacturers are adopting onsite energy to avoid grid constraints.

➤ Expands Bloom's exposure to the fast-growing AI infrastructure market.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗔𝗺𝗮𝗻 𝗝𝗼𝘀𝗵𝗶, Chief Commercial Officer at Bloom Energy:

“As the buildout of AI infrastructure accelerates, demand for power is growing at every layer of the ecosystem. We're seeing that demand translate into rapid customer adoption. Today, Bloom serves nearly two dozen AI infrastructure customers with approximately 250 MW of capacity, from a running start of nearly zero in this segment just two years ago. Projects like MiTAC demonstrate that Bloom is the standard for onsite power, helping customers – from data centers to advanced manufacturers – move faster and build the infrastructure powering the AI economy.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Texas A&M Selects $Dell Tech(DELL.US) Dell to Build Large-Scale AI and HPC Research Platform - $AMD(AMD.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗧𝗘𝗘𝗦 selects 𝗗𝗲𝗹𝗹 to design and build the 𝗜𝗚𝗡𝗜𝗧𝗘 platform.

➤ State-funded system will support 𝗔𝗜, 𝗛𝗣𝗖, and federally sponsored research.

➤ IGNITE is expected among higher education’s largest 𝗔𝗠𝗗 𝗠𝗜𝟯𝟱𝟱𝗫 deployments.

➤ Platform supports research across 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴, national security, and scientific discovery.

➤ Zero-trust controls will support projects with varying 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 requirements.

➤ System includes liquid-cooled 𝗗𝗲𝗹𝗹 𝗣𝗼𝘄𝗲𝗿𝗘𝗱𝗴𝗲 𝗫𝗘𝟵𝟳𝟴𝟱𝗟 servers.

➤ 𝗔𝗠𝗗 𝗜𝗻𝘀𝘁𝗶𝗻𝗰𝘁 𝗠𝗜𝟯𝟱𝟱𝗫 GPUs will accelerate AI and HPC workloads.

➤ 𝗗𝗲𝗹𝗹 𝗣𝗼𝘄𝗲𝗿𝗦𝗰𝗮𝗹𝗲 storage will support large-scale research data access.

➤ Dell will deploy IGNITE at an 𝗘𝗾𝘂𝗶𝗻𝗶𝘅 Dallas data center.

➤ Platform expands access for 𝘀𝘁𝘂𝗱𝗲𝗻𝘁𝘀, researchers, and external collaborators.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗗𝗿. 𝗥𝗼𝗯𝗲𝗿𝘁 𝗛. 𝗕𝗶𝘀𝗵𝗼𝗽, Vice Chancellor and Dean, Texas A&M Engineering:

"As a research organization with more than a century of experience supporting federal agencies, industry and academia, we are constantly evolving to meet the needs of the programs we serve. This platform we’re building with Dell Technologies expands what we can take on — supporting increasingly complex, secure research for years to come. It aligns technology investment to long-term institutional priorities while positioning TEES to support the research programs that matter most to the nation."

𝗗𝗿. 𝗩𝗶𝗻𝗰𝗲 𝗞𝗲𝗹𝗹𝗲𝗻, Chief Information Officer, The Texas A&M University System:

"The future of research depends on providing researchers and students with access to the right technologies, the right expertise and the freedom to innovate. IGNITE advances The Texas A&M University System’s commitment to expanding access to next-generation computing environments that support AI-driven research, high-performance workloads and emerging technologies. Through collaboration with industry leaders such as Dell Technologies, AMD and Equinix, we are building a flexible and scalable platform that accelerates discovery, strengthens workforce development and creates new opportunities for partnership across academia, government and industry."

𝗙𝗿𝗮𝗻 𝗕𝗼𝗴𝗹𝗲, Senior Vice President, Higher Education and Healthcare, Dell Technologies:

"Universities like Texas A&M are at the center of research that shapes national security, economic growth and scientific discovery. IGNITE gives TEES the AI and compute foundation to compete for the next generation of federal and state research programs - with security controls that keep sensitive data protected without limiting access for the researchers and collaborators who need it. That's the kind of partnership, from architecture and design to managed services, that defines how Dell works with leading research universities."

𝗧𝗵𝗼𝗺𝗮𝘀 𝗭𝗮𝗰𝗵𝗮𝗿𝗶𝗮, Senior Vice President, Strategic Technical Partnerships and Public Policy, AMD:

“As research grows more complex, institutions need infrastructure that can support both AI and traditional high-performance computing. Powered by AMD Instinct™ GPUs, IGNITE will provide a flexible platform for both large-scale AI training and traditional HPC workloads, enabling researchers to accelerate discovery across engineering, national security and scientific research.”

𝗞𝗲𝘃𝗶𝗻 𝗧𝗵𝗮𝗺𝗲𝘀, Vice President, Americas Partner Ecosystem, Equinix:

"Modern research environments generate and depend on massive volumes of data, requiring secure, sovereign and scalable infrastructure that can support advanced computing workloads. Through our collaboration with Dell Technologies, Equinix will provide the resilient connectivity, ecosystem and secure data center foundation needed to support IGNITE's growth, helping enable groundbreaking research and innovation across industry, government and academic communities."