High Performance Computing

Profit fell from US$505 million a year earlier, while cash, stablecoins and Treasuries reached US$4.9 billion.

The proposed hardware and software combination is expected to close in the first half of 2027, subject to regulatory approvals.

The venture's first customer has paid an undisclosed deposit for Dallas GPU capacity expected to deploy in late December or early January.

A US$1.2 billion agreement spans 2026 to 2030, while a one-time tariff refund lifted the September quarter’s reported earnings.

The annual profit outlook is unchanged, while higher working capital needs and restructuring reduce expected cash conversion.

Applied Digital would own 51 per cent of the project company, while prospective tenant ChronoScale has signed only a non-binding letter of intent.

The Badajoz site is planned for 2028 onwards, while the announcement leaves its construction budget and customer commitments unspecified.

Preliminary gross margin of 12 to 12.5 per cent tops prior guidance, with final September-quarter results due Nov. 3.

The 2027 package spans cloud infrastructure, logistics, satellite internet and video, with no added Frankfurt capacity specified.

The July presentation showed about 30 MW billing against 175 MW leased at Dalton; the new update leaves acceptance and revenue timing unspecified.

The provisional funding would support research components and regular progress reports; the company gave no final approval date.

An unnamed customer is due to deploy 3 MW on Nov. 1, with initial monthly bills split between US$750,000 in service fees and power charges.

The AI infrastructure developer says financing and an investment disposal supported its cash increase as first-half revenue fell sharply.

Loughton was due to host about 23,000 chips from early 2027, while Nscale is pursuing an IPO after announcing convertible financing.

An Oct. 15 filing puts the appointment's effective date at Oct. 14 and details cash and equity terms for the new finance chief.

Uruguay estimates a US$5.7B project cost, while Solaria's filing leaves its funding share and tenant contracts unspecified.

The LNG exporter expects its first power-unit order by year-end, with further deployment tied to customer commitments.

SQT secured half the system's capacity for five years under a €10 million agreement; the inauguration is scheduled for Oct. 16.

SYD1 is fully contracted, but the customer and rent remain undisclosed and the first expansion income is expected in late fiscal 2027.

The multiyear partnership adds deployment and operations support as Axe works to bring more than US$3.45B of customer projects into production.

A103 lifts secured AI cloud capacity to 333.5 MW, but has no customer offtake and is expected to be energized in early 2028.

The supplier reports A$373M in payments against A$1.1B of work orders, with delivery expected to finish by the end of 2027.

The 10-year A901 agreement lifts secured capacity to 273.5 MW; Bitdeer reported no signed customer offtake there as of Oct. 8.

The miner's pure bitcoin holdings remained at zero on Oct. 9, compared with 292.3 BTC produced and sold a week earlier.

The initial capacity could bring US$90M over 60 months once energized; the US$450M expansion scenario remains conditional.

The nonbinding proposal covers an unnamed operating site with about 6 MW of power today and a possible expansion to 36 MW.

Average operating hashrate fell to 36.0 EH/s while holdings declined to 13,530 bitcoin at Sept. 30.

WISeQey and SEALSQ would receive 66.61 million shares as the quantum vehicle targets a first-quarter 2027 Nasdaq listing.

The 60-month term starts at service readiness; a separate 32-server purchase is priced at approximately US$18.8M.

Funding beyond the undisclosed initial obligation depends on future appropriations as DARPA tests IonQ systems through 2029.

First reading starts a hearing process for Bell's conditional land purchase; Bell proposes up to 900 MW of additional power.

The Oct. 7 results show 250 MW live at Polaris Forge 1 after quarter end, while the 210 MW Delta Forge 2 lease dates to June.

Scout says Oracle's VPPA covers a majority of the output from its operating 300 MW Ranchero farm; contracted megawatts, price and start date were not disclosed.

The ALPHA-02 deal is expected to add US$24 million a year, but the buyer and deployment date are undisclosed.