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 Infrastructure
Research on compute, power, networking, cooling and physical infrastructure behind AI deployment.
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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…
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…
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…
Global Oil and Gas Hormuz tracker: day 96
Daily tracker on day 96 of Hormuz disruption. Oil prices pulled back amid limited newsflow. Only 5 tankers crossed vs ~50/day pre-conflict. Bypass routes via…
US Application Software: Back Office Software 1Q26 Earnings Wrap-Up: Bifurcation on AI Contribution w/ Valuation Finding a New Floor
Citi wraps up 1Q26 earnings for the back-office software universe, finding that better-than-feared results drove the most positive reactions while solid…
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…
India Banks: What's New from Citi India Conference 2026 -- SBI Chairman Keynote Takeaways
Citi Research summary of SBI Chairman's keynote at Citi India Conference 2026. Chairman articulated India's trajectory toward Viksit Bharat 2047, positioning…
Cloud Infrastructure: The Hyperscaler Bull Case
UBS presents a bullish case for cloud infrastructure hyperscalers, highlighting that combined revenues of AWS, Azure, and Google Cloud hit $84.8B in 1Q26 with…