General

TNF Pharmaceuticals secures exclusive laser computing rights for crypto. The company partners with LightSolver to commercialize laser-based computing tech targeting blockchain applications, signaling a niche AI hardware play.Source.
Trade angle: Watch TNF for early-stage AI hardware IP exposure; consider blockchain-related plays like COIN.

Digital Edge expands in APAC with new 100MW data center in Thailand. Backed by Stonepeak and partnered with B.Grimm, this move taps into rising AI and cloud demand in Southeast Asia.Source.
Trade angle: Data center REITs like EQIX and DLR could benefit from APAC growth tailwinds.

Rackspace names Gajen Kandiah as CEO to lead AI-first multicloud strategy. The Hitachi Digital veteran’s appointment signals a sharper AI focus in cloud services.Source.
Trade angle: RXT investors should monitor strategic shifts; cloud AI plays like MSFT and AMZN remain key.

Business

IQM closes $300M Series B, largest quantum funding outside US. The round led by the company’s first US investor boosts quantum computing commercialization efforts.Source.
Trade angle: Quantum tech remains nascent; keep an eye on IQM and related quantum hardware innovators.

Elea Data Centers issues $145M ESG debentures. The capital raise aims to strengthen the balance sheet amid growing demand for sustainable data infrastructure.Source.
Trade angle: ESG-focused investors may find data center bonds and REITs like DLR attractive.

Data center proposals surge in US states like Georgia and Ohio. New sites reflect ongoing expansion driven by AI workloads and cloud growth.Source.
Trade angle: Regional infrastructure plays such as Weyerhaeuser (WY) could see indirect benefits.

Hardware / Data Centers

LS Electric lands $46M contract for power equipment at US hyperscale AI data center. Deliveries start February 2026, underscoring infrastructure demand for AI workloads.Source.
Trade angle: Suppliers like LS Electric and broader industrial tech stocks could see growth from AI infrastructure buildout.

Huawei launches Mate XTs trifold with stylus support. Minor upgrade but targets productivity on foldable devices, signaling incremental hardware innovation.Source.
Trade angle: Watch HUAWEI’s ecosystem and competitors like SAMSUNG (005930.KQ) for foldable device trends.

Roborock unveils Qrevo Curv 2 Pro robot vacuum with mop pad drop feature. Enhanced suction and smart mop detachment cater to home automation enthusiasts.Source.
Trade angle: Consider consumer robotics and smart home plays like ROKU and AMZN.

Stocks / Trading / Markets

Global data center power demand to rise 50% by 2027 due to AI. Rapid AI adoption drives surging electricity needs, pressuring utilities and infrastructure.Source.
Trade angle: Energy and infrastructure stocks like NEE and DUK could benefit from rising demand and grid upgrades.

PJM stakeholders reject fast-track data center interconnection proposal. Amazon and others push for improved grid planning over expedited approvals.Source.
Trade angle: Grid modernization firms and utilities remain key to supporting AI data center growth; watch EXC and AES.

Rising natural gas prices expected to push electricity costs higher. Price volatility may spark consumer backlash, impacting utility stocks.Source.
Trade angle: Energy cost pressures could weigh on utilities; consider hedging with renewables-focused names like ENPH.

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