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8 posts Beacon Point Phase 1 data center campus lease presentation","url":"https://stock-news.laohu8.com/highlight/detail?id=2633181290","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633181290?lang=en_us&edition=fundamental","pubTime":"2026-05-06 18:47","pubTimestamp":1778064457,"startTime":"0","endTime":"0","summary":"Hut 8 outlined Phase 1 lease economics for Beacon Point data center campus in Nueces County, Texas, anchored by 352 MW of contracted IT capacity under a 15-year triple-net lease with a confidential, high-investment-grade tenant.Base-term contract value set at USD 9.8 billion with a 3% annual base-rent escalator; three successive 5-year extension options imply USD 25.1 billion of total contract value if exercised.Projected average annual NOI contribution pegged at USD 655 million, or about USD 1.86 million per MW.Campus utility capacity targeted at 1,000 MW, with Phase 1 citing 500 MW of utility capacity at 1.42 PUE; initial energization expected in Q1 2027.Target initial delivery and commissioning application scheduled for Q3 2027 for AI workloads, with Phase 1 engineered to NVIDIA’s DSX reference architecture.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this 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Has Changed the Market Landscape. AMD, Google, Samsung Show Just How Much. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2633218146","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633218146?lang=en_us&edition=fundamental","pubTime":"2026-05-06 18:43","pubTimestamp":1778064180,"startTime":"0","endTime":"0","summary":"A billion here, a trillion there, pretty soon it's going to start adding up to real money.The tech market's take on an age-old Washington saying about the nature of political spending lays bare the sheer size of the market and its influence over all things in the global financial markets these days.Advanced Micro Devices, the AI chip maker and early Nvidia challenger, will likely add $100 billion in equity value at the start of trading Wednesday, having topped Wall Street's earnings forecasts last night and issued a robust outlook tied to massive growth in its data center business.Samsung Electronics, meanwhile, topped the $1 trillion threshold, in terms of market value, in overnight trading as the chip maker continues to ride that AI investment wave. The group is now worth more than Berkshire Hathaway, and is just a few ticks shy of topping Walmart.Tech stocks, of course, drove the wider market to record highs on Tuesday, with Google parent Alphabet set to overtake Nvidia as the 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Signs Contract With Dell, Nvidia To Build $117 Million Supercomputer","url":"https://stock-news.laohu8.com/highlight/detail?id=2633884591","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633884591?lang=en_us&edition=fundamental","pubTime":"2026-05-06 17:20","pubTimestamp":1778059209,"startTime":"0","endTime":"0","summary":"TotalEnergies  said Wednesday it signed an agreement with Dell Technologies  and Nvidia  to design and install its next high-performance supercomputer, called Pangea 5, in southern France.The hardware carries an investment of more than 100 million euros  and will multiply the computing capacity of the company by six, expanding its seismic engineering capabilities, improving underground imaging, and accelerating exploration for lower-emission hydrocarbon production, the company said.The new supercomputer will also support artificial intelligence research applications and optimize processing times for complex digital models, TotalEnergies said.The company also said the new processors will cut energy consumption by around 40% while capturing residual heat to warm facility buildings when operations begin in 2027.Shares of TotalEnergies were down 4.2%, while shares of Dell were up 2.8% in Wednesday premarket 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invests over EUR 100 million in Pangea 5 supercomputer expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=2633902857","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633902857?lang=en_us&edition=fundamental","pubTime":"2026-05-06 15:45","pubTimestamp":1778053529,"startTime":"0","endTime":"0","summary":"TotalEnergies signed contract with Dell Technologies, NVIDIA to design and install next-generation Pangea 5 high-performance supercomputer at its Pau, France scientific center.Project represents investment of over EUR 100 million, set to increase computing power sixfold.Pangea 5 targets faster seismic imaging for exploration, expanded AI-driven R&D to support energy transition work.Energy consumption expected to drop about 40% at equal performance; cooling power use targeted to fall fivefold, with waste heat reused to warm site 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vs Nvidia: can a UK startup undercut AI’s chip darling?","url":"https://stock-news.laohu8.com/highlight/detail?id=2633790573","media":"cityam","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633790573?lang=en_us&edition=fundamental","pubTime":"2026-05-06 12:03","pubTimestamp":1778040180,"startTime":"0","endTime":"0","summary":"The chips are down: racing to own the future of AI A little-known British startup is beginning to test one of the biggest assumptions underpinning the AI boom: that Nvidia will remain the unavoidable centre of the ecosystem.Founded in 2022 by Oxford researcher Walter Goodwin, Fractile is attempting to redesign how AI chips work altogether, with a focus on speed and – crucially – cost.The first phase of the AI boom was categorised by the ability to build ever-larger models.Now it’s about running them, and doing so cheaply enough to sustain real-world deployment at scale.Fractile’s approach to chip-making aims to eliminate that hurdle, 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Stock Is Falling. Why 90% Revenue Growth Isn't Enough In the AI Era. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2633248489","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633248489?lang=en_us&edition=fundamental","pubTime":"2026-05-06 04:36","pubTimestamp":1778013360,"startTime":"0","endTime":"0","summary":"Lumentum reported mixed fiscal third-quarter earnings results late Tuesday with sales surging, but slightly missing Wall Street's lofty expectations. The optical networking giant continues to benefit from the appetite for its products brought on by the artificial intelligence data center boom.Lumentum posted adjusted earnings of $2.37 a share, compared with 57 cents a share a year ago and above Wall Street's $2.27 a share expectation. Revenue jumped 90% to $808.4 million but just missed the analyst consensus estimate for revenue of $810 million, according to FactSet.In February, Lumentum forecast third-quarter profit between $2.15 a share and $2.35 a share with sales ranging from $780 million to $830 million.Shares fell 5% in after-hours trading after ending the regular session up 1.9% to $994.56 on Tuesday. Lumentum stock has soared 170% so far this year, last booking a monthly decline in April 2025, and joined the S&P 500 in March as part of the index's quarterly rebalancing.\"Margin 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MARKETS-Chips ahoy: Semiconductors boost Nasdaq, S&P 500 to fresh all-time closing highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2633929395","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633929395?lang=en_us&edition=fundamental","pubTime":"2026-05-06 04:13","pubTimestamp":1778012033,"startTime":"0","endTime":"0","summary":"Intel INTC.O advanced 13% following a Bloomberg report saying the company was in talks with Apple AAPL.O to produce the main processors for its gadgets.Sandisk SNDK.O, Micron MU.O and Applied Digital APLD.O all gained between 11% and 12% on the day.AMD AMD.O, due to report shortly, ended the day up 4.0%.Artificial intelligence vanguard Nvidia NVDA.O sat this rally out, ending the day off 1.0%.Software & Services .SPLRCIS also dipped on continued AI disruption fears.CLICK HEREOIL SHOCK IS A CRISIS DELAYED, NOT AVERTED CLICK HEREBETTER KEEP AN EYE ON TAIL RISKS CLICK HEREWHY 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