Core Insights - The article highlights the critical role of energy efficiency in the expansion of AI data centers, with Super X (SUPX.US) emerging as a key player through a strategic partnership aimed at addressing energy supply challenges [1][2][9] - Super X's collaboration with Zhongheng Electric aims to establish a joint venture, "SuperX Digital Power," to tackle urgent power supply issues in AI data centers globally, excluding mainland China, Hong Kong, and Macau [2][3] Energy Efficiency and Technology - The partnership focuses on HVDC technology, which significantly improves energy efficiency by reducing energy loss and total cost of ownership (TCO) compared to traditional AC systems [3][4] - HVDC technology has been validated through extensive deployment in major Chinese telecom and internet companies, achieving over 96% energy efficiency and reducing TCO by more than 20% [3][4] Market Positioning and Growth Potential - Super X is positioned to capitalize on the growing demand for AI computing power, with projections indicating that power consumption in data centers will exceed 100kW per cabinet, necessitating HVDC as a critical solution [4][8] - The company aims to provide a comprehensive solution that integrates power supply, cooling, and computing capabilities, enhancing customer value and operational efficiency [5][6] Competitive Advantage - The integration of HVDC technology with Super X's AI infrastructure solutions creates a unique, non-replicable competitive barrier, allowing for optimized energy management and system stability [6][7] - Super X's global reach and established channels enable it to quickly respond to the surging demand for AI data centers, particularly in North America, Europe, and Southeast Asia [7][9] Strategic Vision - Super X is not just a service provider but aims to set new standards for AI infrastructure, focusing on the vertical integration of computing and energy solutions [8][9] - The company's approach aligns with global trends towards green energy solutions, enhancing its appeal to investors and clients focused on sustainability [7][8]

这种扎根于实战、经过千万级机柜长期检验的技术实力，在未来算力需求持续爆发的趋势下展现出极强的适配性，瞄 准了万亿级的增量市场。随着NVIDIA Blackwell等新一代GPU将单机柜功耗推向100kW以上，2027年后计划推出的 Rubin Ultra NVL576更将达到600kW功耗，HVDC已从"可选方案"变为"必需品"。Super X通过合资公司将这一经过实战 检验的技术推向全球市场，率先抢占"AI算力能源升级"的黄金赛道，其技术稀缺性在当前市场中尤为突出。 全栈布局构建"算力+散热+供电"壁垒，打造高粘性客户价值 智通财经APP获悉，当AI算力进入"单机柜功耗破百kW"的爆发期，能源效率已成为制约全球AI数据中心扩张的核心瓶 颈——传统交流（AC）供电架构高达10-15%的能源损耗、臃肿的设备占地、居高不下的总拥有成本（TCO），让行 业陷入"算力增长即能耗增长"的困境。而Super X（SUPX.US）正以一场颠覆性合作，在AI+算力赛道开辟出稀缺投资 机会，其核心价值与增长逻辑正加速凸显。值得注意的是，Super X此前虽遭遇J Capital Research做空，但公司通过核 心技术验证和 ...