Topic: #ai-infrastructure
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Atlas Energy surges 19% on $613M AI infrastructure contracts
Atlas Energy Solutions announced $613.5 million in cost reimbursement agreements with a frontier AI lab, covering 283 MW of natural gas generation capacity. Shares surged as much as 19% intraday on September 25, reflecting investor appetite for energy-AI convergence plays.
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Micron breaks ground on $9.3B AI memory plant in Japan
Micron Technology broke ground on a $9.3 billion to $9.6 billion semiconductor facility expansion in Hiroshima, Japan on July 4, targeting high-bandwidth memory production for AI data centers with first shipments expected by summer 2028.
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H100 GPU rental rates retreat after May spike, Bloomberg Terminal index shows
H100 rental prices pulled back 3% to 9% after hitting an all-time high on May 25, according to Ornn's Compute Price Index, now accessible on Bloomberg Terminal. The index marks a shift toward financialization of the GPU rental market.