Terawulf Inc (WULF.O): WULF Is Scaling HPC Data Center Expansion; Initiate at Buy/High Risk
The market continues to price Terawulf as a bitcoin miner, but the company has structurally pivoted to an HPC/AI data center developer with a validated…
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AI Data Center
Research reports tracking AI data center capacity, power demand, capex and supply-chain constraints.
14 reports
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EE/MI Sunday Workaholics Weekly
the company pages of our client website, http://www.jpmorganmarkets.com . This report also sets out within it the material underlying Chigusa Katoku AC North…
Jabil Inc: F3Q26 Review: Robust AI Guide Implies Acceleration in Revenue Growth into FY27; Reit OW
Jabil delivered a robust F3Q26 beat and raised its FY26 AI revenue guidance to $13.6bn, while surprising investors with early FY27 AI revenue guidance…
AI Needs More Space: Energy Transport Emerges as the Key Bottleneck
Jefferies analyzes Redwire's (RDW) white paper on orbital data centers (ODCs), arguing that key technologies for scalable space-based data centers already…
Booming Datacenter pipeline and AI spending boom - the pivotal role of energy: POWERING UP EUROPE
Goldman Sachs updates its European datacenter pipeline estimate to approximately 480 GW, equivalent to 1.5x current European power demand, up from 170 GW in…
Data Center Cooling Compounder - Upgrade to Overweight
Morgan Stanley upgrades Belimo to Overweight with a CHF 1,100 PT (22% upside), driven by three DC tailwinds: AI build-out extending volume runway with…
Morgan Stanley Global Macro Forum: Chipflation – Implications of a Memory Crisis
Morgan Stanley’s cross-asset team examines “chipflation” — the structural memory bottleneck created by AI server demand prioritizing HBM/data center memory…
Advanced Micro Devices: Pre-Quiet Period Call Takeaways: Agentic AI Drives Step-Function Server CPU Opportunity; MI450/Helios De-Risking Continues; CY27/CY28 Visibility Improving
JPMorgan highlights key takeaways from AMD's pre-quiet-period calls, emphasizing that agentic AI is driving a step-function expansion in the server CPU TAM…
BorgWarner, Inc.: Powering Up; Upgrade to Buy, $95 PT
UBS upgrades BorgWarner to Buy with a $95 price target (from $61), seeing the company as the auto supplier best positioned to benefit from non-auto…
Generac Holdings Inc: Reiterate Buy, PT to $335 on C&I Demand
UBS reiterates Buy on Generac and raises its price target to $335 (from $305), reflecting greater confidence in the durability and visibility of the earnings…
JPM | US Energy: US Attacks Iran as Inventories Deplete, Odds of June SOH Normalization Fall <10%, Higher Gas 2H27, Power Demand to Hit Records, DVN Guide, ETR Analyst Day, FCX Dinner
Comprehensive US energy sector commentary covering the US military response to Iran with strikes on 20+ sites near Hormuz, deepening oil inventory draws…
Ruijie Networks (301165.SZ): Product mix upgrade towards 400G / 800G switch; Riding on China Cloud AI Capex; Buy
Goldman Sachs maintains Buy on Ruijie Networks, highlighting the company's AI data center switch business riding the China CSP cloud capex uptrend. Prepaid…
Clean Energy: Weekly Tearsheet: Last Week for Extel/II Voting, FRVO Initiation, CleanPower Conference Takeaways, GNRC Hyperscaler Deal, FLNC Collaboration with NVDA
JPMorgan's weekly clean energy tearsheet covers a week where stocks under coverage fell 6.5% on average, underperforming the S&P 500. Key highlights include…
Asia FA/Automation, AI DC & ESS, Key Takeaways from JPM Global Auto Conference, Soundbite from US Clean Tech/Power Infra
Multi-sector briefing covering Asia factory automation cycle recovery, AI data center and energy storage reference architectures, JPM Global Auto Conference…