$Cerebras Systems(CBRS)$ buy this DGXX / Digi Power X is linked to Cerebras Systems through a data-center colocation contract. DGXX is becoming an infrastructure / power / data-center landlord for Cerebras. Cerebras will use DGXX’s planned 40MW AI data-center campus in Columbiana, Alabama to host AI compute capacity. The announced Master Services Agreement is described as a 10-year, ~$1.1B contract, with potential value up to ~$2.5B including renewals/options. Revenue is expected to start in late 2026, with full ramp targeted around Q1 2027.
$BRIGHT SMART(01428)$ A financial holding company (FHC) is a type of bank holding company that meets specific regulatory requirements, allowing it to engage in a broader range of financial activities beyond traditional banking. These activities can include securities dealing, insurance underwriting, and merchant banking. To qualify as an FHC, a company must ensure that all its depository institutions are well-capitalized and well-managed, and it must file a declaration to become an FHC with the appropriate regulatory authority .  Ant Group, the financial technology affiliate of Alibaba Group, has been restructuring its operations to align with regulatory expectations, including applying for a financial holding company license in China. Thi