SHANGHAI, China, April 28, 2025 (GLOBE NEWSWIRE) -- GDS Holdings Limited ("GDS Holdings", "GDS" or the "Company") (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high- performance data centers in China, today announced that it has filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 with the Securities and Exchange Commission (the "SEC") on April 28, 2025 U.S. Eastern Time. The annual report can be accessed on the Company's investor relations website at investors.g ...

Core Insights - The data center market is experiencing a pause rather than a complete bust, with strong long-term growth signals driven by AI deployments [2][4][8] - Major players like Amazon and Nvidia reaffirmed the strength of the data center market, indicating ongoing strong demand [3][7] - Microsoft has decided to halt its planned data centers in Ohio, reflecting a strategic reevaluation amid the AI rush [5][6] Industry Trends - The data center industry is undergoing a temporary pause, with significant project pipelines still in place, particularly for AI training models [4][8] - Power availability is becoming a critical factor for data center development, with new centers requiring significantly more electricity than before [10][11][12] - The data center market is projected to grow at a rate of 20%–25% over the next five to seven years, despite year-to-year variations [16] Company Strategies - Microsoft is focusing on projects that align with its investment strategy, having increased its leased capital expenditures significantly [6] - Companies are expected to implement cost-mitigation strategies in response to potential tariff impacts on supply chains [17][18] - The need for efficient compute power solutions is rising due to the demands of AI, prompting a shift in data center project dynamics [19]

人工智能数据中心对电力的需求正迅速逼近电网承载极限，这已非新发现。 乔治城大学、 Epoch AI 和兰德公司研究人员一项新研究的结论，该研究考察了 2019 年至今年全球 AI 数据中心的增长轨迹。合著者汇编并分析了超过 500 个 AI 数据中心项目的数据集，发现虽然数据中心的计算性能每年翻倍以上，电力需求和资本支出同样在成倍增长。 如果当前趋势持续下去，用于训练和运行人工智能的数据中心可能很快将容纳数百万芯片，耗资数千亿美元，并需要相当于大型城市电网的电力供应。 研究结果凸显了未来十年建设支持 AI 技术发展所需基础设施的挑战。 近期宣称全球约 10% 人口使用其 ChatGPT 平台的 OpenAI ，与软银等合作伙伴计划筹集高达 5000 亿美元资金，在美国（可能还包括其他地区）建立 AI 数据中心网络。微软、谷歌和 AWS 等其他科技巨头也已承诺，仅今年就将共同投入数亿美元扩大其数据中心规模。 富国银行最新分析预测，到 2030 年，数据中心的能耗将增长 20% 。这可能迫使依赖不稳定天气的可再生能源达到供应极限，进而刺激化石燃料等不可再 生、破坏环境的电力来源加速扩张。 人工智能数据中心还带来其 ...

Element Solutions Inc (NYSE:ESI) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Varun Gokarn - Vice President, Strategy and Integration Ben Gliklich - President and Chief Executive Officer Carey Dorman - Chief Financial Officer Sir Martin Franklin - Executive Chairman Conference Call Participants James Cannon - UBS Bhavesh Lodaya - BMO Capital Markets Mike Harrison - Seaport Research Partners Rock Hoffman - Bank of America Chris Parkinson - Wolfe Research Pete Osterland - Tr ...

MaxLinear, Inc. (NASDAQ:MXL) Q1 2025 Earnings Conference Call April 23, 2025 4:30 PM ET Company Participants Leslie Green – Investor Relations Kishore Seendripu – Chief Executive Officer Steve Litchfield – Chief Financial Officer and Chief Corporate Strategy Officer Conference Call Participants Christopher Rolland – Susquehanna International Group David Williams – the Benchmark Company Jeremy Kwan – Stifel Quinn Bolton – Needham & Company Ananda Baruah – Loop Capital Markets Richard Shannon – Craig-Hallum S ...

MaxLinear (MXL) Q1 2025 Earnings Call April 23, 2025 04:30 PM ET Company Participants Leslie Green - Investor RelationsKishore Seendripu - Co-Founder, Chairman, CEO & PresidentSteve Litchfield - CFO and Chief Corporate Strategy OfficerJeremy Kwan - Associate Vice President - Equity Research Conference Call Participants Christopher Rolland - Senior Equity AnalystDavid Williams - Equity Research AnalystQuinn Bolton - Senior AnalystAnanda Baruah - Research AnalystRichard Shannon - Senior Research Analyst Opera ...

本期视频全方位解析 NVIDIA Quantum InfiniBand 交换机，神州数码将介绍非管理型设备的高效 网络解决方案！接口布局、散热结构、状态指示一览呈现，高效部署，轻便维护，适用于各种高性 能计算和数据中心核心场景。 点击上方视频即可观看 如果您想了解更多产品信息， 请扫一扫下方的 二维码 ， 或点击文末 "阅读原文" 立即填写需求，获取更多专业支持！ *与 NVIDIA 产品相关的图片或视频（完整或部分）的版权均归 NVIDIA Cor por a ti on 所有。 END 半导体精品公众号推荐 ▲点击上方名片即可关注 专注半导体领域更多原创内容 ▲点击上方名片即可关注 关注全球半导体产业动向与趋势 *免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行 业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。 | "半导体行业观察"交流群 | | | | | | | --- | --- | --- | --- | --- | --- | | LE Pro Print L 扫码添加小助手微信,注明:加群+姓名+公司名称 | | ...

Core Viewpoint - Silicom Ltd. has secured a significant contract with a global provider of advanced network testing equipment, which will enhance its revenue and market presence in the networking solutions sector [1][2][3]. Company Overview - Silicom Ltd. is a leading provider of high-performance networking and data infrastructure solutions, focusing on improving performance and efficiency in Cloud and Data Center environments [4]. - The company's solutions are designed to increase throughput, decrease latency, and enhance the performance of servers and networking appliances, supporting advanced Cloud architectures and technologies like NFV, SD-WAN, and Cyber Security [4]. Recent Developments - An existing customer has placed an initial purchase order for Silicom's 100 gigabit NICs, with mass deployment expected to begin in early 2026, potentially increasing annual business with this customer to $2.5 million [2][3]. - The CEO of Silicom emphasized the importance of innovation and reliability in their NICs, which has led to this renewed partnership [3]. Strategic Focus - The company aims to build long-term relationships with customers, contributing to a diversified revenue stream and increasing shareholder value [3]. - Silicom has established trusted relationships with over 200 customers globally and has more than 400 active Design Wins, positioning itself as a preferred partner for technology leaders [6].

Applied Digital Corporation (APLD) Q3 2025 Earnings Conference Call April 14, 2025 05:00 PM ET Company Participants Operator - Conference Call OperatorMatt Glover - Representative, Gateway GroupWes Cummings - Chairman and CEO, Applied DigitalSaidal Mohamed - CFO, Applied Digital Conference Call Participants Nick Giles - Analyst, B. Riley SecuritiesThomas Shunsky - Analyst (on behalf of Brett Knobloch, Cantor Fitzgerald)Rob Brown - Analyst, Lake Street Capital MarketsDarren Astahi - Analyst, Broad Capital Pa ...

TORONTO, April 9, 2025 /PRNewswire/ - SolarBank Corporation (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: GY2) ("SolarBank" or the "Company") is pleased to announce that it has retained Martone Advisors LLC and its principal, Jonathan Martone, as an advisor to the Company on its previously disclosed planned expansion into the data center market. Mr. Martone has held various leadership roles in the data center and telecommunications industries for over 25 years. Throughout his career, Martone has been instrumental in ...