BREAKING: We just caught another interesting stock trade.
Rep. April McClain Delaney just filed purchases of up to $130,000 of stock in BWX Technologies.
BWX supplies nuclear reactors to the US Navy.
Delaney sits on the House Committee on Tech.
We'll be watching $BWXT
$CIFR CONFIRMS STINGRAY TENANT IS AWS
$2.0 BILLION of contracted revenue over 15-years
• 70 MW critical IT
• Triple net lease
• $2.0B to $5.7B lease payments
• 100% NOI margin
• April 2027 targeted commencement date
Jensen Huang said at SK headquarters that NVIDIA and SK will strengthen their cooperation on next-generation HBM and AI memory, while also building NVIDIA-powered AI data centers and AI factories in Korea.
SK Telecom plans to develop gigawatt-scale AI cloud infrastructure, with the first AI data center targeted for operation in 2027. SK Group is also building an AI factory equipped with more than 50,000 NVIDIA GPUs, with the first phase targeted for completion by the end of 2027.