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CleanSpark secures 600 MW Texas site as pivot to "AI factory" scaling intensifies

CleanSpark (NASDAQ:CLSK), the bitcoin miner that has rapidly pivoted into a diversified digital infrastructure player, announced Wednesday it has entered a definitive agreement to acquire 447 acres in Brazoria County, Texas.

Leia mais: CleanSpark secures 600 MW Texas site as pivot to "AI factory" scaling intensifies
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Nvidia shares slide as Beijing counters Trump’s "25% ickback" policy with H200 ban

Nvidia Corp. (NASDAQ:NVDA) shares fell roughly 2% in early trading Wednesday, leading a broader tech sell-off after reports emerged that Beijing has moved to effectively block the entry of the company’s H200 AI chips, despite recent export clearances from Washington.

Leia mais: Nvidia shares slide as Beijing counters Trump’s "25% ickback" policy with H200 ban
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GlobalFoundries to acquire Synopsys processor unit in "physical AI" expansion

Synopsys (NASDAQ:SNPS) has reached a definitive agreement to sell its Processor IP Solutions business to GlobalFoundries (NASDAQ:GFS), a strategic divestiture that signals a narrowing of focus for the EDA giant toward high-growth interface and foundational silicon IP.

Leia mais: GlobalFoundries to acquire Synopsys processor unit in "physical AI" expansion
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Diginex closes €55 million acquisition of Plan A to create ESG technology powerhouse

Diginex (NASDAQ:DGNX) finalized its acquisition of PlanA.earth GmbH on Wednesday, a transformative move that consolidates two of Europe’s leading sustainability platforms into a single, integrated "RegTech" giant.

Leia mais: Diginex closes €55 million acquisition of Plan A to create ESG technology powerhouse
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Rail Vision acquires majority stake in Quantum Transportation to fuel AI-rail synergies

Rail Vision (NASDAQ:RVSN) announced Wednesday it has finalized the acquisition of a 51% ownership interest in Quantum Transportation, a strategic move that integrates cutting-edge quantum computing into the company’s suite of railway safety and autonomous driving technologies.

Leia mais: Rail Vision acquires majority stake in Quantum Transportation to fuel AI-rail synergies
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Infosys raises outlook as AI deals drive Q3 earnings beat

Infosys (NYSE:INFY) raised its full-year revenue forecast on Wednesday after reporting third-quarter results that surpassed Wall Street expectations, signaling a resilient recovery in enterprise technology spending.

The Bangalore-based outsourcing giant now expects revenue to grow between 3% and 3.5% for the fiscal year ending March 2026, up from its previous projection of 2% to 3%.

For the quarter ended December 31, 2025, Infosys reported net profit of $747 million, or 18 cents per share.

On an adjusted basis, earnings reached 21 cents per share, topping the 20-cent average estimate from analysts surveyed by Zacks Investment Research.

Revenue rose to $5.1 billion, exceeding the $5.08 billion forecast by the Street.

The upgraded guidance reflects a surge in demand for the company’s "AI-first" services, specifically its Topaz generative AI platform.

Infosys reported a large deal total contract value (TCV) of $4.8 billion for the quarter, with "net new" deals accounting for 57% of that figure.

Despite seasonal headwinds like winter furloughs in the U.S. and Europe, the company managed to maintain stable operating margins between 20% and 22%.

The results come as a relief to the broader Indian IT sector, which has faced concerns over sluggish discretionary spending.

While profit dipped 2% year-over-year in rupee terms due to the impact of new labor codes in India, the sequential improvement in margins and the volume of new deals suggest that the sector’s "winter of discontent" may be thawing.

Leia mais: Infosys raises outlook as AI deals drive Q3 earnings beat
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Xpeng targets 600,000 deliveries as pivot to "physical AI" gains momentum

Xpeng (NYSE:XPEV) has set an internal delivery target of up to 600,000 vehicles for 2026, according to people familiar with the matter, as the Volkswagen-backed automaker transitions from a traditional car manufacturer into a "physical AI" powerhouse.

Leia mais: Xpeng targets 600,000 deliveries as pivot to "physical AI" gains momentum
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Pearson profit rises as AI and virtual learning drive year-end surge

Pearson (NYSE:PSO) reported that its strategic pivot toward digital-first education is yielding high-margin results, with fourth-quarter sales growth doubling the annual rate.

The London-based education giant guided fiscal-year 2025 adjusted operating profit to between £610 million and £615 million, representing a roughly 6% underlying increase that sits at the top end of analyst expectations.

Leia mais: Pearson profit rises as AI and virtual learning drive year-end surge