Aker ASA

Aker's share in Oslo gained more than 7% after portfolio company Nscale signed a contract worth around $45 billion for AI computing capacity at the Monarch site in West Virginia with an unnamed customer. Nscale, backed among others by Nvidia, Dell, Nokia and Aker, also operates the joint venture Aker Nscale and is working with OpenAI on a renewable AI data center in Norway. Analysts see the deal as confirmation of sustained demand for computing power and as support for a high valuation of Nscale in its planned IPO. » Więcej na de.investing.com

On July 3, among other items, Aker ASA's Q2 revenue and the annual general meetings of Syzygy, Mutares and Einhell are on the schedule. Also, the second deadline of Unicredit's purchase offer for Commerzbank expires, and numerous PMI and industrial production data for European countries will be released. US markets remain closed due to Independence Day. » Więcej na finanzen.net

Aker reports a net asset value of NOK 110 billion for Q1 2026 (+63%), driven by the strong revaluation of AI infrastructure investment Nscale, which rose to the second-largest asset after a Series C valuation of $14.6 billion. Aker increased its stake in Nscale to 22.8% through a cash investment and the acquisition of JV shares; Nscale contributed NOK 15 billion to NAV growth, and Aker BP contributed a further NOK 22 billion. The portfolio was realigned around five core themes (energy 55%, digitalization & AI 31%); the liquidity reserve and conservative leverage remain solid. Aker is paying an interim dividend of NOK 29 per share and sees further growth potential from AI and digitalization investments. » Więcej na de.investing.com