Market Update
Over the last week, around 1/3 of AI infra companies we track posted positive gains, with TE (9.27%), MSFT (6.37%) and META (5.15%) leading top gains. Bitcoin mining Index had -6.4% loss over the last 5 days.
Major Company Updates
- AWS and NVIDIA to deliver 2 million additional GPUs and next-generation infrastructure for agentic and physical AI (link)
- Core Scientific secures $600 million of senior secured credit facilities (link)
- Kentucky PSC approves 482 MW power agreement for TeraWulf's Justified Data Campus (link)
- ChronoScale announces AI infrastructure partnership with Microsoft for 50 MW AI compute deployment in North America (link)
- Soluna and Bitdeer enter 28 MW agreement at Project Kati (link)
- Digital Realty selected to develop 50 megawatts of new data center capacity in Singapore (link)
As always, feel free to drop us a message for any suggestions, feedback, or just to say hi.
Thanks for being part of our journey - see you next week!
Cindy & the Ziven Team 馃挏