The AI infrastructure buildout is accelerating, with European AI-linked stocks rallying after Anthropic signed an $11.6 billion computing deal 🔗. This follows a prior $1.8 billion agreement, highlighting growing demand for AI software and computing capacity 🔗.
In the US, data center and power infrastructure providers are also seeing significant activity:
- Atlas Energy Solutions (AESI) jumped 13% premarket on new power equipment deals with a frontier AI lab for data center projects, including 283MW of incremental power generation 🔗.
- Cipher Digital (CIFR) rose 5.9% after extending its Barber Lake data center lease to 20 years, increasing total contracted revenue to over $9 billion, driven by a binding commitment from a leading AI lab 🔗.
This trend underscores the massive capital expenditure flowing into AI infrastructure, driving demand for chips, power, and data center capacity.
European AI-linked stocks rally After Anthropic’s $11.6 bln computing deal
STREETINSIDER.COMSep 25, 11:54 AM UTC
Atlas Energy stock surges on AI data center power deals
STREETINSIDER.COMSep 25, 12:49 PM UTC
Cipher Digital stock jumps after extending Barber Lake lease
STREETINSIDER.COMSep 25, 11:54 AM UTC
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