科技巨头 Meta 于周三宣布，将在加拿大艾伯塔省中部兴建一座超大型数据中心，这也是该公司在加拿大落地的首个算力基地，用以快速扩充算力储备，支撑全球人工智能产业爆发式增长。 Meta 表示，这座装机容量 1 吉瓦的数据中心落户斯特金县，项目总投资额达 130 亿加元（折合 91.7 亿美元）。 Meta 持续重金押注人工智能，已承诺投入数千亿美元在美国各地建设大型 AI 数据中心。本次艾伯塔项目落...
科技巨头 Meta 于周三宣布，将在加拿大艾伯塔省中部兴建一座超大型数据中心，这也是该公司在加拿大落地的首个算力基地，用以快速扩充算力储备，支撑全球人工智能产业爆发式增长。 Meta 表示，这座装机容量 1 吉瓦的数据中心落户斯特金县，项目总投资额达 130 亿加元（折合 91.7 亿美元）。 Meta 持续重金押注人工智能，已承诺投入数千亿美元在美国各地建设大型 AI 数据中心。本次艾伯塔项目落地后，Meta 全球数据中心总数将增至 33 座。 Meta 高管在卡尔加里召开发布会，艾伯塔省省长丹妮尔・史密斯及多名省级政府官员共同出席。多年来，艾伯塔省持续主动招揽硅谷科技巨头，希望吸引大额投资落地这座油气资源大省。 和其他科技企业一样，Meta 因 AI 业务扩张面临电力需求暴涨；而艾伯塔省天然气储量丰富，售价远低于美国基准天然气价格。同时该省气候寒冷，能大幅降低超算集群及配套数据中心基础设施的散热成本。 艾伯塔省现有 20 座中小型数据中心均接入省内电网，该电网 60% 电力来自天然气发电。省政府出台新政，允许新建项目投资方自建电源，规避电网容量上限约束。 Meta 周三透露，将全额出资配套建设发电设施与电网改造工程；这座数据中心耗电量约等同于 80 万户居民用电总量。 Meta 已与加拿大本土企业彭比纳管道达成合作。彭比纳上周官宣推进 “绿光电力中心” 项目，这座新建天然气发电厂同样选址斯特金县，计划 2030 年末投产，Meta 与其签订长期电力代工协议。 彭比纳披露，该电厂每日天然气消耗量约 1.5 亿立方英尺，将为加拿大西部天然气生产商创造稳定需求。 加拿大联邦政府上月发布人工智能发展战略，提出新建数据中心可依托本国清洁电网发展 —— 加拿大电网主要依靠可再生能源与低排放能源供电。但当前加拿大绝大多数规划中的数据中心均选址艾伯塔省；该省电力高度依赖天然气发电，电网碳排放强度几乎是加拿大全国平均水平的五倍。 责任编辑：丁文武
Krishna Veeraraghavan, global co-head of M&A at Paul Weiss, joins Dani Burger on "Bloomberg Deals." They discuss the current pace of M&A deals, capital coming back into public markets, and AI continuing to drive deal activity. (Source: Bloomberg)
Krishna Veeraraghavan, global co-head of M&A at Paul Weiss, joins Dani Burger on "Bloomberg Deals." They discuss the current pace of M&A deals, capital coming back into public markets, and AI continuing to drive deal activity. (Source: Bloomberg)
Bloomberg's Liana Baker joins Dani Burger on "Bloomberg Deals." Bank of America handed a $520 million credit line to OpenAI in recent weeks after previously spurning the artificial intelligence giant’s request, according to people with knowledge of the matter . (Source: Bloomberg)
Bloomberg's Liana Baker joins Dani Burger on "Bloomberg Deals." Bank of America handed a $520 million credit line to OpenAI in recent weeks after previously spurning the artificial intelligence giant’s request, according to people with knowledge of the matter . (Source: Bloomberg)
Sonos Inc. has pushed out some of its top design and product management executives as part of job cuts in recent weeks, raising questions about the company’s ability to develop breakthrough products beyond its short-term hardware road map of safe bets. The cuts include Dana Krieger, a vice president of design who worked as Sonos for 12 years, according to people with knowledge of the matter. Also ...
Sonos Inc. has pushed out some of its top design and product management executives as part of job cuts in recent weeks, raising questions about the company’s ability to develop breakthrough products beyond its short-term hardware road map of safe bets. The cuts include Dana Krieger, a vice president of design who worked as Sonos for 12 years, according to people with knowledge of the matter. Also leaving are Kate Wojogbe, a top user experience executive who was with the company for nearly 10 years, and Scott Fink, a 15-year veteran who helped spearhead the company’s home theater work, said the people, who asked not to be identified discussing unannounced personnel moves. “The design team is a little smaller now,” Edward Mitchell, a departing designer who spent nearly 12 years at the Goleta, California-based company, wrote on LinkedIn. “Nearly the entire UX Research team was let go,” Rebecca Phillips, a user experience researcher, said in another post. Kristen Leclerc, who most recently served as the head of that department, was laid off after eight years. Sonos confirmed the reductions late last month, but the details of the cuts and the impact on the company were previously unreported. A Sonos spokesperson told Bloomberg News that the company maintains a deep bench of senior talent across the disciplines that were affected and said that user research continues. Other teams were also affected. Michelle Enright, a senior design director who oversaw the company’s packaging and product sustainability efforts, was let go after a 14-year tenure. Sara Lincoln, a longtime hardware product manager, had spent 11 years at Sonos before being laid off. Internally, Chief Executive Officer Tom Conrad framed the changes as a way to reduce management layers and make the company more competitive. “I want a Sonos that moves with more conviction and more velocity,” he said in a memo seen by Bloomberg News. “Fewer months in conference rooms. More prototypes in our labs. More decisions ...
Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ......
Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25
Taras Artemenko/iStock via Getty Images Investment Overview This is my first time providing coverage of Schrödinger, Inc. ( SDGR ), a New York-headquartered biotech/software company that completed its Initial Public Offering ("IPO") in February 2020, raising ~$232m at $17 per share. The current traded share price is $16, and the market cap valuation is $1.2bn (at the time of writing). A full descr...
Taras Artemenko/iStock via Getty Images Investment Overview This is my first time providing coverage of Schrödinger, Inc. ( SDGR ), a New York-headquartered biotech/software company that completed its Initial Public Offering ("IPO") in February 2020, raising ~$232m at $17 per share. The current traded share price is $16, and the market cap valuation is $1.2bn (at the time of writing). A full description of Schrödinger's business is provided in its Q1 2026 quarterly report/ 10-Q submission as follows: We are transforming the way therapeutics and materials are discovered. Our differentiated, physics-based computational platform enables discovery of high-quality, novel molecules for drug development and materials applications more rapidly and at a lower cost, compared to traditional methods. Our software platform is licensed by biopharmaceutical and industrial companies, academic institutions, and government laboratories around the world. We are applying our computational platform to advance a broad pipeline of drug discovery programs in collaboration with leading biopharmaceutical companies. In addition, we use our computational platform to discover novel molecules for our pipeline of proprietary drug discovery programs, which we are advancing through preclinical and clinical development. While AI may have an increasingly important role to play in novel drug discovery going forward, as a sector to invest in, I have generally advised readers to proceed with extreme caution, for example, in notes on the likes of AbCellera ( ABCL ) and Recursion Pharmaceuticals ( RXRX ), noting that these and other companies - BioXcel Therapeutics ( BTAI ) and Schrödinger itself - have suffered heavy share price losses, as shown below: AI drug developers 5yr SP performance (TradingView) As mentioned, however, AI and drug discovery feel like two sectors that will one day create positive synergies, so as the industry matures, it's worth keeping an eye on progress, and in that spirit, in th...
Jeff Swensen/Getty Images News Alcoa ( AA ) down 2% and Vale ( VALE ) down 3.9% in Wednesday's trading as Morgan Stanley downgrades both stocks to Equal Weight from Overweight with respective $53 and $16.50 price targets on expected metal surplus and lower prices. Morgan Stanley analyst Carlos de Alba downgrades Alcoa ( AA ) as the supply-demand outlook for aluminum rapidly tips into surplus, driv...
Jeff Swensen/Getty Images News Alcoa ( AA ) down 2% and Vale ( VALE ) down 3.9% in Wednesday's trading as Morgan Stanley downgrades both stocks to Equal Weight from Overweight with respective $53 and $16.50 price targets on expected metal surplus and lower prices. Morgan Stanley analyst Carlos de Alba downgrades Alcoa ( AA ) as the supply-demand outlook for aluminum rapidly tips into surplus, driven by a resolution to the Middle East conflict coupled with a faster-than-expected increase in output from smelters in the region, and a wave of new greenfield supply, primarily in Indonesia but complemented by additional supply expected in Saudi Arabia, India, and Angola. As a result, the Morgan Stanley commodities team cuts its aluminum price forecast by 11%-13% in 2027-28, and due to Alcoa's ( AA ) high level of operating leverage, the reduced price will translate into meaningfully lower earnings for the company. "We believe consensus figures will be revised lower to better reflect the aluminum market moving from deficit into surplus, which in our view will weigh" on Alcoa ( AA ) shares, de Alba writes. On Vale ( VALE ), de Alba notes the iron ore market surplus is increasing as challenges continue with lower global steel production, and the Morgan Stanley commodities team now sees iron ore as its least preferred commodity, lowering its iron ore price forecast by 2%-4% for 2026-28. Vale ( VALE ) also faces cost pressures, and "we now see iron ore C1 cash costs at $23/ton in 2026, 5% up vs. prior model, above management’s guidance of $20-$21.5/ton and $19.5/ton in 2027," de Alba says. The analyst also believes Vale's ( VALE ) base metals business remains on the right track, but this is mostly priced into the stock. More on Alcoa, and Vale Alcoa: Probably Not The Time To Buy The Dip Alcoa's Collapse Looks Like A Buying Opportunity Vale: Why I'm Not Buying This ~5x EBITDA Multiple Yet
In this article FLUT FLUT DKNG Follow your favorite stocks CREATE FREE ACCOUNT Michael Burry attends the premiere of "The Big Short" at Ziegfeld Theatre on Nov. 23, 2015 in New York. Dimitrios Kambouris | Getty Images Michael Burry of "The Big Short" fame said he bought shares of regulated sports-betting operators DraftKings and Flutter Entertainment , anticipating regulators will eventually crack...
In this article FLUT FLUT DKNG Follow your favorite stocks CREATE FREE ACCOUNT Michael Burry attends the premiere of "The Big Short" at Ziegfeld Theatre on Nov. 23, 2015 in New York. Dimitrios Kambouris | Getty Images Michael Burry of "The Big Short" fame said he bought shares of regulated sports-betting operators DraftKings and Flutter Entertainment , anticipating regulators will eventually crack down on prediction markets after competition from the upstarts pressured the stocks. Burry said Wednesday he purchased a full-sized position split roughly 60% in Flutter and 40% in DraftKings, buying Flutter at about $107 a share and DraftKings in the low $26 range. He said he could eventually increase each holding into a full standalone position. Stock Chart Icon Stock chart icon DraftKings one year The investor, who rose to prominence for predicting the U.S. housing crash in 2008, said both companies are attractive businesses whose shares have been weighed down by the rapid expansion of prediction markets. Those platforms have increasingly offered event-based contracts, which the U.S. Commodity Futures Trading Commission asserts is under its jurisdiction. The federal agency is currently engaged in legal action against multiple states in a battle over who can regulate prediction markets. The contracts have also managed to sidestep state gaming taxes. "I believe that the political climate will not tolerate this," Burry said in a Substack post Wednesday. "Prediction markets exist in a loophole adjacent to a heavily regulated and taxed industry. In time, prediction markets will be subsumed into regulation and taxation." Stock Chart Icon Stock chart icon Flutter Entertainment one year Shares of DraftKings have fallen about 45% from their 52-week high reached last September, while Flutter has slid 65% from its August peak. "DraftKings is inflecting as an operating business and the value is in the transition I foresee in the near future," he wrote. "Flutter has been hurt by cap...
美元指数在涨跌之间反复波动后基本持平。日元在G10货币中表现最弱，而新西兰元跑赢，因新西兰央行上调利率并暗示将进一步收紧货币政策。 彭博美元即期指数基本持平，此前一度上涨0.2%，因美国总统唐纳德·特朗普表示，美国可能进一步对伊朗发动打击；在此之前，该指数一度下跌0.1%。 特朗普称与伊朗的停火协议可能已经结束后，股市和债市双双下跌。 Bank of Nassau 1982首席经济学家Win Th...