Europe‘s 2026 Heatwave – Heat, Cooling, Drought and Disruption
The market treats Europe's heatwave as a temporary shock, but data reveals a structural divergence between cooling demand and logistics resilience. With only…
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AI Infrastructure
Research on compute, power, networking, cooling and physical infrastructure behind AI deployment.
30 reports
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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…
Chipbond Technology: Silicon Photonics to drive revenue growth and GM uptick, raise PT to NT$225; Neutral
The market treats Chipbond Technology as a pure DDIC cyclical play, ignoring that its silicon photonics (SiPh) segment is becoming a structural growth driver…
US Internet and Software: AWS NYC Summit 26 Key Takeaways: Agentic AI Scaling Across the Enterprise
Citi attended Amazon's AWS NYC Summit and spoke with over 10 customers and partners, observing that AWS is doubling down on its agentic AI strategy to shift…
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…
European Equity Strategy: Simply Europe: Insufficiently exciting
UBS reiterates its year-end Stoxx 600 target of 630 as the MOU to reopen the Strait of Hormuz pushes the index above that level, but warns Europe is entering…
Copper Foil to Ride on AI HVLP Demand Surge; Initiate on Defu/TGCF
Jefferies initiates coverage of Defu (301511 CH) and TGCF (301217 CH) with BUY ratings, forecasting the global copper foil TAM to expand at ~15% CAGR to…
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…
Living with AI: Bridging the Capability-to-Production-Value Gap
MS examines Cognizant’s three-vector AI strategy: productivity, industrialization, and agentification. Management frames context engineering as a $5-6T…
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…
中国经济的AI与能源新时代
Morgan Stanley presents a comprehensive China macro outlook focused on the dual super-cycles of AI adoption and energy transformation. GDP forecasts at…
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…
Visteon Corp.: 2026 Investor Day Preview
UBS previews Visteon's 2026 Investor Day on June 25th, expecting the company to outline 2029 financial targets with sales ~$4.8bn (~7% above consensus) and…
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…