ren A new silicon-anode battery offers the highest energy density yet A novel lithium-ion battery that uses silicon in its anodes may have the highest energy density of any battery currently commercially available. Its manufacturer, Enovix, says it has shipped the new battery to a leading smartphone company for a debut in mobile phones later this year. Many of the lithium-ion batteries that power … Read more
Forging an Innovative Oncology Future Post-Biosimilar Era Executive Summary / Key Takeaways 201420162018202020222024−200M−100M0100M−200M−100M0100MOperating Cash Flow (USD)Free Cash Flow (USD)Operating Cash Flow (USD)Free Cash Flow (USD)AnnualQuarterlyOperating Cash Flow (USD)Free Cash Flow (USD) A Strategic Pivot Towards Oncology Innovation Coherus BioSciences has undergone a profound strategic transformation, shedding its identity as a diversified biosimilar player to emerge … Read more
1. Unprofitable and Burning Cash 📌 Implication: If revenue growth stalls or capital dries up, APLD could face liquidity issues. 2. Heavy Debt Load 📌 Implication: Rising interest rates or delayed project payoffs could cause distress. 3. Execution Risk on Big Projects 📌 Implication: Delays, cost overruns, or a failed tenant rollout could severely hurt … Read more
Enovix introduces the AI-1 battery, designed to meet the energy demands of AI-class smartphones with advanced features. Maria Guerra, Senior Editor-Battery Technology, Informa Markets Engineering July 8, 2025 Silicon-anode batteries represent a transformative advancement in energy storage technology, particularly for smartphones, which demand ever-increasing power and efficiency to support modern functionalities. Unlike traditional lithium-ion batteries that use … Read more
With the debut of the HiPerGuard Medium Voltage Static UPS, ABB and Applied Digital are delivering the first power architecture purpose-built for AI-scale data centers, addressing unprecedented energy demands with a new standard for efficiency, scalability, and resilience. David Chernicoff Matt Vincent July 9, 2025 Applied Digital and ABB in June announced a strategic infrastructure partnership … Read more
The race to secure AI compute capacity is intensifying, and Applied Digital Corporation (APLD) stands at the crossroads of opportunity and risk. While its stock has been pummeled by near-term operational headwinds, the company’s Ellendale HPC campus—a 1 gigawatt-scale data center complex in North Dakota—and its strategic pivot away from cloud services present a compelling long-term story. … Read more
The CEO pivoted his company from Bitcoin mining to hyperscale data center development, targeting top-of-the-market players. Now, his company manages a $7 billion lease for an NVIDIA-backed company. By Brian Richardson | July 7, 2025|11:00 pm For more than 20 years, Applied Digital didn’t have much of a direction, CEO Wes Cummins admits. The company had multiple names … Read more
While there are many exchange traded funds in the marketplace offering exposure to the theme of artificial intelligence, there is a rising need for a product that provides exposure to what Goldman Sachs labels, “the next phase” of the artificial intelligence investment, AI infrastructure. Indeed, a new investment category has emerged at the intersection of … Read more
Richmond, Virginia, June 11, 2025 (GLOBE NEWSWIRE) — Applied Digital, a builder and operator of next-generation data centers, has launched an infrastructure partnership with ABB at the company’s greenfield 400 MW campus in North Dakota, United States. The collaboration will innovate fast, reliable, energy-efficient solutions to meet the needs of rapidly advancing artificial intelligence (AI) … Read more
After a fundraising round that pinned the AI startup’s value at more than $60 billion, Anthropic (ANTH.PVT) has enjoyed a vigorous run. The company notched an early court victory over a copyright lawsuit with implications for AI’s future, and now it stands in contention to power Apple’s new version of Siri. That would place Anthropic’s … Read more