为何把数据中心建在海底 为何把数据中心建在海底 特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 #活力中国调研行#【#为何把数据中心建在海底#】数据中心为何"潜入"海底？戳↓一起了解（记者：齐 慧杰、刘邓、邬金夫、李小卉、赵鑫虎，剪辑：徐国程） ...

国林科技（300786.SZ）9月15日在投资者互动平台表示，公司当前未参与海底数据中心核心装备相关项 目。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵司目前在深海领域的压力容器外壳能否满足海 底数据中心的要求？ ...

Group 1: AI and Data Center Energy Consumption - The development of generative AI is reshaping business processes and digital models across industries, while also increasing demands on underlying computing infrastructure [1] - IDC estimates that by 2027, the compound annual growth rate (CAGR) for AI data center capacity will reach 40.5%, with energy consumption expected to grow at a CAGR of 44.7%, reaching 146.2 terawatt-hours (TWh) [1] - In 2024, global data centers are projected to consume 415 TWh of electricity, accounting for 1.5% of total global electricity consumption [1] Group 2: Cooling Systems and Power Consumption - Prior to the surge in AI demand, cooling systems in data centers accounted for 40% of energy consumption, with AI servers' power per rack increasing from 10 kW to over 50 kW, surpassing traditional cooling limits [2] - Microsoft Azure found that the Power Usage Effectiveness (PUE) of traditional air-cooled data centers increased from 1.3 to 1.8 after deploying H100 GPUs, leading to server outages in high-heat areas [2] Group 3: Innovations in Data Center Design - The data center industry is undergoing transformation to improve energy efficiency, with a focus on reducing power consumption of auxiliary equipment and utilizing idle computing power effectively [4] - Companies like Huawei are exploring innovative designs, such as building data centers in mountains to reduce cooling costs, while others like Hailanxin are constructing underwater data centers to leverage seawater for cooling [5] Group 4: Underwater Data Centers - Microsoft pioneered underwater data centers, achieving a PUE of 1.07 and a failure rate one-eighth that of land-based centers, demonstrating the effectiveness of natural cooling [6] - Hailanxin's underwater data center project in Hainan aims for a PUE of approximately 1.1, with energy consumption reduced by over 10% and efficiency improved by up to 30% [6] Group 5: Cost Efficiency and Environmental Impact - Underwater data centers can lower total cost of ownership (TCO) by 15-20% compared to land-based centers, with significant annual savings on electricity and land costs [6][7] - The recovery of waste heat from underwater data centers can also support local fisheries and create additional economic value [7] Group 6: Operational Challenges and Solutions - Despite the advantages, underwater data centers face operational challenges due to their isolation, necessitating costly retrieval for maintenance [8] - Hailan Cloud is developing a 2.0 version of underwater data centers that allows for easier maintenance access while maintaining operational stability [9] Group 7: Integration with Computing Platforms - The construction of computing power scheduling platforms is becoming essential as companies shift from building their own infrastructure to purchasing computing power [10] - The integration of underwater data centers with computing platforms is seen as a potential solution to enhance efficiency and meet the growing demands of AI applications [11]

Core Viewpoint - Hailanxin Data Technology Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, indicating strong business performance and strategic focus on high-margin products [2] Financial Performance - The company achieved operating revenue of 487 million yuan, a year-on-year increase of 208.66% [2] - Net profit attributable to shareholders reached 34.14 million yuan, up 172.44% year-on-year [2] - Gross margin for the first half of the year was 25.03%, showing a decline due to the low-margin nature of a large project [2] - Operating cash flow improved significantly, with a net cash flow from operating activities of 28.73 million yuan, an increase of 203.34% year-on-year [2] Business Development - In the smart navigation sector, the company successfully participated in the commercial space industry, winning a bid for the Hainan maritime recovery vessel project [3] - The radar business saw nearly 300 new orders in the first half of 2025, with solid-state radar accounting for 30% of these orders [3] - The company is enhancing its international capabilities, which is improving the competitiveness of its radar products [3] Project Achievements - Hailanxin completed the acceptance of the Hainan marine disaster prevention project, which is a national key project that significantly enhances marine disaster monitoring capabilities [4] - The company developed a new generation of underwater data storage units, achieving significant improvements in efficiency and adaptability for deep-sea observation networks [4] - Hailanxin won a bid for the construction of the National Marine Comprehensive Test Field project, expected to be delivered by the end of 2025 [4] New Initiatives - The company is involved in the construction of an underwater data center project in Shanghai, which aligns with local infrastructure development needs and has garnered support from the local government [5] - The first phase of the underwater data center project is progressing rapidly, with expected operational delivery in the third quarter of 2025 [5]

Group 1 - The core point of the article is that Hailanxin has commenced construction on its underwater computing power cabin project in Shanghai Lingang, which is expected to contribute positively to the company's performance once completed [2] - The company plans to continue investing in the construction of the underwater computing power cabin in Shanghai, indicating a long-term commitment to this project [2] - The completion of the underwater computing power cabin is anticipated to provide ongoing value to the company's financial results [2]

Core Viewpoint - Zhaolong Interconnect's stock price closed at 50.00 yuan on August 8, 2025, reflecting a decline of 1.03% from the previous trading day, with a trading volume of 86,682 lots and a transaction amount of 437 million yuan [1] Company Overview - Zhaolong Interconnect specializes in the research and production of data cables, high-speed cables, and connection products, with applications in the communication equipment sector, including copper cable high-speed connections and optical communication modules [1] - The company has indicated that its products can be utilized in 6G high-frequency transmission and underwater data centers, showcasing its strategic positioning in cutting-edge communication technology [1] Financial Insights - On the same day, Zhaolong Interconnect experienced a net outflow of main funds amounting to 23.44 million yuan, with a cumulative net outflow of 104 million yuan over the past five days [1]