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AWS: Securing Grid Power for Hyperscale AI Data Centers

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Amazon•US•Mega CapDuke Energy CorporationDominion EnergyNextEra EnergySouthern CompanyXcel EnergyEquinixGoogleMicrosoftOracleCoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareUtilitiesConsumer DiscretionaryReal EstateCommunication ServicesInformation Technology

Cogent Communications: Challenges Monetizing Small-Scale Data Centers

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Cogent Communications•US•Small CapSprintT-MobileEquinixLumen TechnologiesNetwork EffectsPhysical Infra & NetworksCommunication ServicesIndustrialsReal Estate

Core Scientific: from Bitcoin Mining to AI Data Centers

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Core Scientific•US•Mid CapRiot PlatformsHIVE Digital Technologies LtdCanaan CreativeCredo TechnologyEquinixCoreWeaveHealth CareInformation TechnologyFinancialsReal Estate

Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity

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Cogent Communications•US•Small CapLumen TechnologiesVerizonEquinixComcastAT&THurricane ElectricNetwork EffectsPhysical Infra & NetworksCommunication ServicesReal Estate

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