⭐ Astra Signal
Signal over noise: today’s AI catalysts & trade angles
Astra Signal — Fri, Nov 14, 2025
Catalyst Box
Meta announces Beaver Dam data center campus; Applied Digital expands ABB deal for Polaris Forge 2 AI campus; Chevron to finalize West Texas natural gas plant FID; Tencent capex down 24% YoY amid GPU shortages; Veir completes superconducting data center power transmission pilot
General
Meta commits to new data center campus in Wisconsin. Meta is developing a two-building campus in Beaver Dam, signaling continued AI infrastructure buildout in the US Midwest. Source.
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Trade angle:
Consider META and AMZN for exposure to expanding hyperscale data center footprints supporting AI workloads.
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Tencent cuts capex 24% YoY due to GPU access issues. The Chinese tech giant expects continued capex declines as GPU supply constraints limit AI and cloud infrastructure investments. Source.
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Trade angle:
Watch TCEHY and NVDA; GPU shortages may pressure Tencent’s growth but benefit Nvidia’s pricing power.
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WhatsApp launches third-party chat integration in Europe. Meta rolls out interoperability with third-party messaging apps while maintaining end-to-end encryption, complying with EU Digital Markets Act. Source.
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Trade angle:
Positive for META as it expands user engagement and regulatory compliance in Europe.
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Anthropic’s AI-assisted hacking claims questioned. Researchers cast doubt on Anthropic’s assertion that its AI-assisted cyberattacks were 90% autonomous, tempering hype around AI in cybersecurity. Source.
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Trade angle:
Monitor AI cybersecurity plays like CRWD and PANW for realistic risk assessments.
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Business
Applied Digital expands deal with ABB for 300MW Polaris Forge 2 AI campus. ABB will supply power infrastructure to Applied Digital’s large-scale AI data center campus in North Dakota. Source.
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Trade angle:
ABB and APLD are key beneficiaries of AI infrastructure buildouts; consider ABB for power systems exposure.
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Chevron selects West Texas for natural gas plant to power data centers. Chevron plans a gas-fired plant to support data center power needs, with FID expected early next year. Source.
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Trade angle:
Energy plays like CVX and data center REITs such as EQIX could benefit from stable power supply growth.
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DataVita and RWE expand UK data center campuses. DataVita is growing its Glasgow site while RWE completed the sale of its Didcot campus with planning permission secured. Source, Source.
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Trade angle:
Watch UK-focused data center operators like DTA and RWE for growth in European AI infrastructure.
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Mortenson pauses Hermantown data center plans amid opposition. Despite local lawsuits, Mortenson expects to revisit the project later, signaling ongoing demand challenges. Source.
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Trade angle:
Monitor MNR for potential delays in data center construction but long-term growth remains intact.
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Hardware | Data Centers
Veir completes first data center superconducting power transmission pilot. Its STAR system successfully transmitted 3MW within a simulated data center, promising efficiency gains. Source.
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Trade angle:
Early-stage tech to watch; VEIR could disrupt power delivery in AI data centers.
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Surge and Orex SAI deploy 5G Fixed Wireless Access in Indonesia. Surge integrates Open RAN tech into fixed offerings, expanding connectivity for AI applications. Source.
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Trade angle:
Telecom infrastructure plays like ERIC and NOK may benefit from Open RAN deployments.
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Schneider Electric’s 800VDC power solution targets 1MW AI IT racks. Aligning with Nvidia and hyperscalers, this tech supports next-gen AI hardware power needs. Source.
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Trade angle:
Consider SU and NVDA for exposure to AI hardware power innovation.
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Flex discusses AI-driven convergence of power, cooling, and compute. Flex highlights how AI workloads reshape data center design, emphasizing integrated solutions. Source.
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Trade angle:
FLEX and AMAT stand to gain from evolving AI hardware manufacturing and design trends.
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Markets
Electricity prices and demand to rise in 2026, driven by data centers. The EIA forecasts higher power costs, especially in Texas, fueled by data center and crypto mining growth. Source.
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Trade angle:
Utilities like NEE and DUK could benefit from rising demand and infrastructure investments.
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TVA embarks on historic 3.7 GW new generation build-out. Tennessee Valley Authority invests heavily in gas and advanced nuclear to support grid reliability amid rising AI data center loads. Source.
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Trade angle:
Energy infrastructure plays like TVA and CVX gain from grid modernization.
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US gas infrastructure and storage needed to support electric grid. NARUC task force finds current market timing and contracts adequate but highlights infrastructure gaps. Source.
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Trade angle:
Natural gas infrastructure providers like EQM and WMB may see increased demand.
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2.4-GW New Jersey offshore wind project canceled. Invenergy cites economic and regulatory hurdles, signaling challenges for large renewable projects. Source.
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Trade angle:
Renewable energy investors should monitor policy risks; consider diversifying with solar-focused firms like FSLR.
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Quick Signal
AI data center expansion is driving unprecedented demand for power infrastructure and advanced hardware, reshaping energy markets and tech supply chains. Key players like META, NVDA, and CVX are at the forefront, capitalizing on the AI-driven surge in compute and energy needs. Watch these tickers as AI infrastructure investments accelerate globally.
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