BASX Powers Advanced Cooling Innovation for Applied Digital’s Purpose-Built AI Data Center Campus

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At Applied Digital’s Ellendale, North Dakota campus, BASX is deploying bespoke free cooling chillers — optimized for cold-climate operation, reducing power demand, and requiring zero water consumption REDMOND, Ore., June 30, 2025 /PRNewswire/ — BASX, a leader in advanced cooling and custom solutions for data centers and mission-critical environments, and a wholly owned subsidiary of AAON, Inc. (Nasdaq: AAON), a leading provider … Read more

Applied Digital: Now the High-Stakes Race to Build Begins

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The artificial intelligence (AI) revolution has ignited a modern gold rush, not for precious metals, but for the vast digital infrastructure required to power it. In this high-stakes environment, Applied Digital Corporation (NASDAQ: APLD) has made a bold pivot to position itself as a key contender. This strategic shift has captivated investors, fueling significant stock price volatility and placing … Read more

Powering the AI Edge with Silicon, A High-Stakes Scale-Up (ENVX)

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Executive Summary / Key Takeaways A New Architecture for the Power-Hungry Future Enovix Corporation is not just another battery company; it is built on the premise that the conventional lithium-ion battery architecture is reaching its fundamental limits, particularly in the face of rapidly increasing power demands from modern consumer electronics and emerging technologies like artificial … Read more

Enovix — Silicon on the Horizon!

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Enovix Corporation (ENVX) is a developer of advanced silicon-anode lithium-ion batteries. As an investor, you should keep in mind that it was Elon Musk who in 2022 alluded that silicon anodes would be the next step-change in battery technology and how hard it would be to accomplish. You should also be confident that Enovix has a core … Read more

Top AI CEO foresees white-collar bloodbath

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Dario Amodei — CEO of Anthropic, one of the world’s most powerful creators of artificial intelligence — has a blunt, scary warning for the U.S. government and all of us: Why it matters: Amodei, 42, who’s building the very technology he predicts could reorder society overnight, said he’s speaking out in hopes of jarring government and fellow AI … Read more

The AI data center race is getting way more complicated

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When Microsoft (MSFT) pulled the plug on planned data centers in Ohio last month and a Wells Fargo (WFC) report suggested Amazon (AMZN) Web Services was reconsidering some leases, market watchers quickly diagnosed the symptoms: AI bubble concerns, demand uncertainty, and the inevitable cooldown after years of breakneck expansion. There was just one problem with that analysis: The companies building … Read more

The Real AI Arms Race Is Energy — and It Just Went Nuclear

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Forget models and GPUs. The future of AI belongs to those who control the megawatts, minerals, and infrastructure behind the scenes. On Friday, the U.S. government quietly did something historic: it officially tied the future of artificial intelligence to the future of nuclear power. Buried in the executive order were provisions that designate AI data … Read more

Treasury Yields Soar as Ballooning U.S. Deficit Worries Wall Street

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May 21, 2025 Key Takeaways Treasury debt continued its wild ride on Wednesday, with yields soaring amid concerns about the U.S. government’s unsustainable deficit spending.  The yield on the 30-year Treasury bond surged as high as 5.1%, its highest level since November 2023, on Wednesday after a surprisingly weak 20-year Treasury note auction. The 10-year … Read more