⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Applied Digital(APLD.US) Applied Digital Secures Up to 1 GW of Power Capacity for Finland AI Factory
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗔𝗽𝗽𝗹𝗶𝗲𝗱 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 secures access to up to 𝟭 𝗚𝗪 in Finland.➤ Agreement marks the company's 𝗳𝗶𝗿𝘀𝘁 development opportunity outside the U.S.➤ Company plans a large-scale 𝗔𝗜 𝗙𝗮𝗰𝘁𝗼𝗿𝘆 campus in Finland.➤ Initial power availability is anticipated beginning in 𝟮𝟬𝟮𝟴.➤ Applied Digital is already marketing the site to potential customers.➤ Company is in discussions with leading 𝗴𝗹𝗼𝗯𝗮𝗹 𝗵𝘆𝗽𝗲𝗿𝘀𝗰𝗮𝗹𝗲 customers.➤ Near-term development priorities remain firmly focused on the 𝗨.𝗦. portfolio.➤ Future Finland investments will depend on demand and regulatory milestones.➤ Finland offers favorable climate, energy infrastructure, connectivity, and development scale.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Opens a potentially significant 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗴𝗿𝗼𝘄𝘁𝗵 avenue for Applied Digital.➤ Up to 𝟭 𝗚𝗪 could support substantial future AI computing capacity.➤ Hyperscaler discussions indicate potential demand before initial 𝟮𝟬𝟮𝟴 power availability.➤ Finland could validate Applied Digital's 𝗔𝗜 𝗙𝗮𝗰𝘁𝗼𝗿𝘆 model beyond America.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗪𝗲𝘀 𝗖𝘂𝗺𝗺𝗶𝗻𝘀, Chairman and CEO of Applied Digital:“Applied Digital has built its platform around identifying the right power in the right markets and turning that power into operational AI capacity. Finland stood out because many of the characteristics that have supported our success in North Dakota are also present in the Nordics — a favorable climate, an attractive energy ecosystem, strong connectivity and the ability to develop at meaningful scale.”𝗪𝗲𝘀 𝗖𝘂𝗺𝗺𝗶𝗻𝘀, Chairman and CEO of Applied Digital:“This is a deliberate first step, not a change in our strategy. Our focus remains firmly on executing the projects in front of us in the United States. At the same time, as we continue building Applied Digital into a category leader in AI infrastructure, we believe it is important to selectively secure compelling sites that can extend our growth runway over the long term.”𝗪𝗲𝘀 𝗖𝘂𝗺𝗺𝗶𝗻𝘀, Chairman and CEO of Applied Digital:“Our ability to scale is not about planting flags in as many markets as possible. It is about identifying exceptional sites and applying the same disciplined model repeatedly. We have demonstrated that model across our U.S. portfolio. Finland gives us the opportunity to begin proving that platform can travel.”與我們分享你的投資心得,或其他想分享的內容...
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Firmus Grid 瞄準 A$50 億 IPO,估值達 A$437 億 - $Nebius(NBIS.US) $IREN(IREN.US) $Whitefiber(WYFI.US) $Coreweave(CRWV.US) $CleanSpark(CLSK.US) $Riot Platforms(RIOT.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $Hut 8 Mining(HUT.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ Firmus Grid 目標通過 IPO 籌集 A$50 億。➤ IPO 發行價為每股 A$11。➤ 定價將使 Firmus Grid 估值達到 A$437 億。➤ 該估值約合 US$303 億。➤ 承銷商報告稱有足夠多的意向訂單來覆蓋 A$50 億的發行規模。➤ 交易規模可能額外擴大 A$5 億。➤ 機構簿記建檔將於週二開啓,預計週五截止。➤ Firmus Grid 的 ASX 上市計劃定於 10 月 23 日。➤ 此次發行將成為澳大利亞歷史上規模最大的 IPO 之一。👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 成功的發行可能會顯著提振澳大利亞低迷的 IPO 市場。➤ 估值凸顯了投資者對數據中心基礎設施的興趣。➤ 潛在的 A$5 億擴容表明早期機構需求強勁。➤ 該交易可能成為未來基礎設施上市的重要標杆。 - H
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收益排行Q1C Q2C
昨日,布倫特原油下跌約 1.6%,至每桶約 107 美元;WTI 原油下跌約 2.5%,至每桶約 103 美元。沙特阿拉伯通過阿曼增加原油供應,暫時緩解了市場對中東主要供應中斷的擔憂。
路透社調查顯示,高盛、摩根大通、滙豐和德意志銀行已轉向預測今晚(美東時間)加息 25 個基點,市場主流共識也明顯傾向於加息。
美國 10 年期國債收益率近期突破 5% 關口,這是自 2007 年以來首次。4.5% 與超過 5% 的收益率代表了兩種完全不同的估值環境,對高估值科技股影響巨大。
這影響了高增長、高貝塔值的股票——NVDA、ALAB、APLD、RGTI、CRWV 和 NBIS。
【宏觀熱點預測】美聯儲之夜:加息終於來了嗎?今晚新加坡時間凌晨 2 點,美聯儲預計將時隔三年首次加息 25 個基點,至 3.75%–4.00% 區間。過去兩年裏,大家的問題是 “何時會...
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⚡ 更新:特朗普表示,數據中心可能比石油更重要 - $Nebius(NBIS.US) $Coreweave(CRWV.US) $IREN(IREN.US) $Cipher Digital(CIFR.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $Galaxy Digital(GLXY.US) $SharonAI(SHAZ.US) $Navitas Semiconductor(NVTS.US)
特朗普告訴 Punchbowl News,他看到得克薩斯州似乎反對建設數據中心的跡象,並表示這將是一個錯誤。他補充説,他尚未採取正式立場,但指出歡迎數據中心建成的社區會吸引大量資本流入,一些數據中心正在拔地而起,且它們在經濟上至關重要;他説,如果得克薩斯州説不,那將是一個錯誤,因為數據中心可能比石油更重要。 - H

