Energy Transition & Power Demand▲
Cordiant Digital lifts Hudson Interxchange capacity to 80% with two new deals
Cordiant Digital Infrastructure has secured two new customer agreements at its Hudson Interxchange data centre in New York, lifting contracted capacity to around 80% of the floor's saleable space. Billing on the first contract starts in September, with full deployment expected by year-end. Separately, Helium One Global's Colorado joint venture completed its first helium sale under a short-term offtake agreement after its second commercial helium trailer delivery, shifting focus to recurring sales and cash flow. Active Energy Group is expanding its UAE strategy beyond AI data centres into water, energy and critical infrastructure, noting that growing AI facilities need secure water supplies for cooling. Gaming Realms reported a 9% rise in core content licensing revenue in the first half despite a sharp increase in UK gambling tax, and has now entered 33 regulated markets including Alberta on its first day of legalised online gaming. Frontier IP Group portfolio company Pulsiv appointed Delta Matrix as its first manufacturing partner for products using its energy-efficient OSMIUM power conversion technology, targeting a market of around 600 million USB-enabled socket installations per year. Allergy Therapeutics appointed former HSBC banker Helge Weiner-Trapness as executive chairman as it explores a dual primary listing in Hong Kong.
About megatrends
Energy Transition & Power Demand › Grid, Transmission & Power Equipment ▲Demand
Cloud & Digital Infrastructure › Telecom Towers, Fiber & Colocation ▲Demand
Critical Materials & Supply Chain › Specialty Chemicals & Industrial Gases ▲Supply
Energy Transition & Power Demand › Behind-the-Meter & On-site Power Demand
CORD.LSE · Demand · Positive Secured two new customer agreements at Hudson Interxchange, lifting contracted capacity to ~80% of saleable space.
HE1.LSE · Demand · Positive Colorado JV completed first helium sale under offtake agreement, shifting to recurring sales and cash flow.
GMR.LSE · Demand · Positive 9% rise in core content licensing revenue in first half, entered 33 regulated markets including Alberta on first day of legalised online gaming.
FIPP.LSE · Technology · Positive Portfolio company Pulsiv appointed first manufacturing partner for OSMIUM power conversion technology, targeting large market.
AEG.LSE · Demand · Positive Expanding UAE strategy beyond AI data centres into water, energy and critical infrastructure, with growing AI facilities needing secure water supplies.
AGY.LSE · Capital · Neutral Appointed former HSBC banker as executive chairman and exploring dual primary listing in Hong Kong; impact unclear.