TORONTO, April 02, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (TSXV:PTK, NASDAQ:POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced it has partnered with Lessengers, an innovative optical solution provider based in South Korea, to offer a differentiated 800G DR8 transceiver. The transceiver will include POET's transmit and receive optical engines and Lessenger's "Direct Op ...

数据中心投资序幕。 作者 I 周佳丽 报道 I 投资界PEdaily 投资界获悉，普洛斯最新推出的中国数据中心收益基金一期已完成募集，投资规模约26亿人民币，投资人包 括国内领先投资管理公司及知名国际机构投资人，普洛斯担任基金管理人及资产管理人。 这是普洛斯推出的首个数据中心主题投资策略。 普洛斯主要聚焦不动产和私募股权投资，目前资产管理规模 超80 0亿美元，已是全球基础设施江湖不可忽视的存在。此次推出的数据中心基金，是其长期管理运营物流 基础设施基金基础上，把私募基金拓展到数据中心这一新的资产品类，可谓从零到一一个新的突破。 眼 前 AI时代的浪潮滚滚而来，数据中心如同一座座数字文明的发电厂，被认为是AI革命不可或缺的基石。放眼全 球，从普洛斯到黑石、KKR，我们看到一个万亿级别的超级赛道正冉冉升起。正如一位投资人所言，数据中 心的黄金十年已经拉开序幕。 规模26亿元 投向智算新基建 AI引爆了一场别开生面的基础设施竞赛。 追本溯源来说，人工智能的发展离不开算力、算法、数据这三大要素。从广义上看，算力是数字经济时代新 生产力，是支撑数字经济发展的坚实基础。伴随人工智能浪潮来势汹汹，算力需求也呈现爆炸性增长 ...

Core Insights - Ansys and GlobalFoundries have collaborated to certify four Ansys photonic solvers for the GF Fotonix platform, enhancing the design capabilities for passive and active photonic components [2][4] - The GF Fotonix platform is the only commercially available foundry platform that allows for the monolithic integration of photonic and electronic components, catering to high-speed optical communications [3][6] - The certified Ansys solutions include FDTD, MODE, CHARGE, and HEAT, which support a wide range of design capabilities essential for photonic integrated circuits (PICs) [4][6] Company Overview - Ansys has over 50 years of experience in simulation software, enabling innovators to bridge the gap between design and reality [6] - The company's mission focuses on powering innovation that drives human advancement across various industries, including semiconductors and medical devices [7] Industry Context - The demand for high-capacity chips has surged due to the rise of compute-heavy technologies like AI, necessitating advanced design tools for photonic chip development [5] - The collaboration aims to address design challenges in photonic chip design, which is often time-consuming and costly, thereby empowering customers to develop next-generation technologies [5][6]

Oklo (OKLO) Q4 2024 Earnings Call March 24, 2025 05:00 PM ET Company Participants Sam Doane - Director of Investor RelationsJacob Dewitte - Co-Founder, CEO & DirectorR. Craig Bealmear - CFOCraig Shere - Director of Research Conference Call Participants Ryan Pfingst - Equity Research AnalystJeffrey Campbell - Senior AnalystNone - AnalystEric Stine - Senior Research AnalystMax Hopkins - Equity Analyst Operator Thank you for standing by. My name is Karen and I will be your conference operator today. At this ti ...

Jabil (JBL) Q2 2025 Earnings Call March 20, 2025 08:30 AM ET Company Participants Adam Berry - Senior Vice President of Investor Relations & CommunicationsGreg Hebard - CFOMike Dastoor - Director & CEORuplu Bhattacharya - DirectorSamik Chatterjee - Executive DirectorDavid Vogt - Managing DirectorGeorge Wang - Vice PresidentMelissa Dailey Fairbanks - Vice President Conference Call Participants Mark Delaney - Stock Analyst Operator Greetings and welcome to Jabil's Second Quarter Fiscal Year twenty twenty five ...

Worthington Steel (WS) Q3 2025 Earnings Call March 20, 2025 08:30 AM ET Company Participants Melissa Dykstra - Vice President of Corporate Communication & Investor RelationsGeoff G. Gilmore - CEO, President & DirectorTim Adams - VP & CFOJohn Tumazos - Owner and CEO Conference Call Participants Martin Englert - Senior Equity Research Analyst - Metals & MiningPhilip Gibbs - Director, Metals Equity Research Analyst Operator Hello, and welcome to Worthington Steel's Third Quarter twenty twenty five Earnings Cal ...

Financial Data and Key Metrics Changes - In Q4 2024, consolidated revenue was $94.8 million, down from $104.8 million in Q3 and $119.2 million in the prior year period [19] - The net loss for Q4 was $215.8 million, compared to a net income of $1.6 million in Q3 and a net loss of $10.2 million in the prior year period, primarily due to a non-cash impairment charge of approximately $215 million related to the Sunrise coal subsidiary [20] - Operating cash flow increased to $38.9 million in Q4 from an operating cash used of $12.9 million in Q3 [20] - Adjusted EBITDA for Q4 was $6.2 million, down from $9.6 million in Q3 [20] Business Line Data and Key Metrics Changes - Electric sales in Q4 were $69.7 million, down from $71.7 million in Q3 and up from $37.1 million in the prior year period [19] - Coal sales were $23.4 million in Q4, down from $31.7 million in Q3 and $91.7 million in the prior year period, reflecting a strategic reduction in coal production [19] - Hallador Power generated 1,160,000 megawatt hours in Q4, a 5% increase from 1,100,000 megawatt hours in Q3 [17] Market Data and Key Metrics Changes - The forward energy and capacity sales position increased to $685.7 million as of December 31, 2024, compared to $616.9 million at the end of Q3 [21] - Total forward sales book as of December 31, 2024, was $1.6 billion, up from $1.4 billion at the end of Q3 [21] Company Strategy and Development Direction - The company is transitioning from a traditional coal producer to a vertically integrated power producer, aligning with market trends favoring the IPP model [6] - Strategic partnerships are being pursued, including a non-binding term sheet with a global data center developer, which is expected to drive long-term value [6][7] - The company is actively evaluating additional strategic transactions to expand electric operations and enhance scale [14][15] Management's Comments on Operating Environment and Future Outlook - Management noted the ongoing trend of retiring dispatchable generation in favor of non-dispatchable resources, which could enhance the value of Hallador Power [8] - The company anticipates favorable pricing trends for power sales in 2025 and beyond, driven by data center development efforts [10][12] - Management expressed optimism about capturing higher prices and energy volumes in the future, despite current market volatility [13] Other Important Information - The company completed its annual impairment analysis, resulting in a non-cash long-lived asset impairment charge of $215.1 million [9] - Capital expenditures for 2024 totaled $53.4 million, with expectations of approximately $66 million for 2025 [20][21] Q&A Session Summary Question: Regulatory and review process with the grid operator - Management highlighted multiple access requests from developers, indicating a favorable environment for potential sales [24][25] Question: Remaining items before a definitive agreement - Management indicated that while progress has been made, a deal is not finalized until signed, with an exclusivity agreement in place until June [27] Question: Co-firing requirements and capital intensity - Current laws require coal-fired plants to co-fire with natural gas by 2032, and feasibility studies are underway [29] Question: Acquisition of generating assets - Management is exploring opportunities across various states, emphasizing a case-by-case evaluation of potential acquisitions [33][44] Question: Pricing expectations for deals - Management expects to maintain a premium to forward curves due to increasing demand from data centers and hyperscalers [51] Question: Capacity payments in long-term agreements - Capacity payments are expected to cover fixed costs of the plant, estimated at around $60 million [62]

Vnet Group (NASDAQ:VNET) Q4 2024 Earnings Conference Call March 12, 2025 8:00 AM ET Company Participants Xinyuan Liu ??? Head-Investor Relations Ju Ma ??? Rotating President Qiyu Wang ??? Chief Financial Officer Conference Call Participants Shuyun Che ??? CICC Sara Wang ??? UBS Yang Liu ??? Morgan Stanley Edison Lee ??? Jefferies Timothy Zhao ??? Goldman Sachs Daley Li ??? Bank of America Securities Operator Thank you for standing by for the Fourth Quarter and Full Year 2024 Earnings Conference Call for VNE ...

FuelCell Energy (FCEL) Q1 2025 Earnings Call March 11, 2025 10:00 AM ET Company Participants Tom Gelston - SVP, Finance and IRJason Few - President and CEOMichael Bishop - Executive VP, CFO & TreasurerDushyant Ailani - Senior VPNoel Parks - Managing Director - Energy ResearchMark Feasel - Executive VP & Chief Commercial Officer Conference Call Participants George Gianarikas - Managing Director and Senior AnalystRyan Pfingst - Equity Research AnalystJeffrey Campbell - Senior Analyst Operator Thank you for st ...

Core Insights - Silicom Ltd. has secured a significant design win with a US-based cyber security leader, resulting in an initial order for its Altera-based 400G FPGA Smart Card, with full ramp-up expected to generate $3 million annually [1][3]. Group 1: Design Win and Collaboration - The design win is the result of extensive collaboration between Silicom and the customer, focusing on fine-tuning the product's features and performance [2]. - Silicom's engineering team is viewed as an extension of the customer's R&D, highlighting the value of hands-on collaboration [2]. Group 2: Product and Market Position - The next-generation FPGA smart card is recognized as being at the forefront of networking technology innovation, affirming Silicom's competitive edge [3]. - Silicom positions itself as a full-service supplier, providing a comprehensive solution that includes advanced technology and rapid development capabilities [3]. Group 3: Long-term Strategy and Customer Relationships - The design win contributes to Silicom's momentum in securing multi-year deals, aligning with its strategic plan to enhance long-term revenue visibility [3]. - Silicom maintains trusted relationships with over 200 customers globally and has achieved more than 400 active design wins, establishing itself as a preferred partner in connectivity and performance [6].