Hyperscale Data Also Declares Monthly Cash Dividend of $0.20833 per Share of 10.00% Series E Cumulative Redeemable Perpetual Preferred StockLAS VEGAS, June 18, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today announced that its Board of Directors (the “Board”) has declared a monthly cash dividend of $0.2708333 per share of the Company’s outstanding 13.00% Series D Cumulative Redeemable Perpetual Preferred Stock. T ...

新华财经上海6月18日电（记者杨溢仁）2025年6月18日，首批数据中心REITs项目——南方万国数据中 心封闭式基础设施证券投资基金（以下简称"万国数据中心REIT"）正式获得中国证监会注册批复及上 交所无异议函。 例如，2024年4月，证监会《资本市场服务科技企业高水平发展的十六项措施》出台，首次将数据中心 纳入科技创新REITs试点范畴。2025年，《关于资本市场做好金融"五篇大文章"的实施意见》进一步明 确，支持人工智能、数据中心、智慧城市等新型基础设施以及科技创新产业园区等领域项目发行 REITs。上述措施叠加支持民营经济系列政策产生了巨大的协同效应，为数据中心行业资产证券化构建 了完善的政策框架。 无疑，万国数据中心REIT的获批，标志着我国资本市场服务数字经济高质量发展取得突破性进展。该 项目通过创新民营资本参与公募REITs的实践路径，为数字基建领域打造了可复制的"募投管退"全周期 解决方案，对盘活数据中心领域存量资产具有示范意义。 CPE源峰基础设施板块董事总经理叶弢向记者表示，一系列支持政策的相继出台为数据中心行业的快速 成长注入了强劲动力，同时也为数据中心REITs的落地铺平了道路。在智 ...

6月18日，中国证监会主席吴清在2025陆家嘴论坛上表示，进一步强化股债联动，大力发展科创债。中 国证监会将批复全国首批两只数据中心REITs注册，下一步将继续支持科技企业利用知识产权、数据资 产等新型资产开展资产证券化、REITs等融资，进一步盘活科技创新领域存量资产。 《每日经济新闻》记者获悉，今日，首批两单数据中心公募REITs——南方万国数据中心REIT和南方润 泽科技REIT已正式获批。两单产品都由南方基金担任基金管理人，将分别在上交所和深交所上市。 有业内人士评价，这两只产品的获批标志着国内REITs底层资产实现战略性扩容，首次填补数据中心领 域市场空白，为资本市场注入全新活力，也为数据中心行业通过资产证券化拓展融资渠道提供了创新性 实践范例。 首批数据中心公募REITs获批，南方基金担任基金管理人 公募REITs又迎来新业态。 6月18日，中国证监会和上交所、深交所官网显示，由南方基金担任基金管理人的南方万国数据中心 REIT、南方润泽科技REIT获批。这两只产品是全国首批数据中心公募REIT。 近年来，国家层面密集出台政策为数据中心等新型基础设施建设 "保驾护航"。证监会先后发布《资本 市场服 ...

南方基金相关人士告诉券商中国记者，由南方基金担任基金管理人的南方润泽科技数据中心封闭式基础设施证 券投资基金（以下简称"南方润泽科技REITs"）获批。同一日，由南方基金担任基金管理人的南方万国数据中 心封闭式基础设施证券投资基金（简称"南方万国数据中心REITs"）也获得证监会的准予注册批复，作为上交 所首单数据中心类公募REITs，这两单项目标志着公募REITs底层资产成功扩容，填补了国内REITs市场相关领 域的空白，为市场注入新动能，并首次填补数据中心领域市场空白，也为数据中心行业通过资产证券化拓展融 资渠道提供了创新性实践范例。 值得一提的是，当前公募基金经理对算力、数字知识产权、数字版权、AI人工智能等数字经济相关赛道已开 始逐步加大布局，今年以来的相关政策极大地鼓励偏股型基金在数字经济赛道的重仓信心。在2025年全国两会 上，数字经济、人工智能与算力成为备受瞩目的焦点议题。 今年《政府工作报告》指出，持续推进"人工智能+"行动，将数字技术与制造优势、市场优势更好结合起来， 支持大模型广泛应用。中国在人工智能核心技术上进步显著，但也面临算力资源优化、成本控制以及国际技术 封锁等问题，因此加强自主创 ...

在国家大力推进新基建与数字经济发展的背景下，资本市场服务实体经济再添创新实践。6月18日，中 国证监会和上交所官网显示，由南方基金担任基金管理人的南方万国数据中心封闭式基础设施证券投资 基金（以下简称"南方万国数据中心REIT"）获批。作为上交所首单数据中心类公募REITs，该产品的获 批标志着国内REITs底层资产实现战略性扩容，首次填补数据中心领域市场空白，为资本市场注入全新 活力，也为数据中心行业通过资产证券化拓展融资渠道提供了创新性实践范例。 近年来，国家层面密集出台政策为数据中心等新型基础设施建设 "保驾护航"。中国证监会先后发布 《资本市场服务科技企业高水平发展的十六项措施》《关于资本市场做好金融 "五篇大文章" 的实施意 见》，明确将数据中心、人工智能等新基建领域纳入REITs支持范畴，旨在通过资本市场机制优化资产 配置、拓宽融资渠道，推动技术创新与产业升级深度融合。 在2025年全国两会上，数字经济、人工智能与算力成为备受关注的焦点议题。今年《政府工作报告》明 确提出，持续推进 "人工智能+" 行动，而算力作为数字经济时代的核心生产力，不仅是推动千行百业数 字化转型的关键引擎，更为数字中国建设 ...

云服务行业在 2025 年第二季度的主要趋势是什么？ 云服务与数据中心行业更新 20250617 摘要 微软通过捆绑 Azure 云服务和提供使用量折扣来优化资源，提升用户体 验和市场份额，与亚马逊和谷歌竞争。 美国数据中心选址正从东部沿海和硅谷向电价较低的中部（德克萨斯 州）和西北部（西雅图）转移，甲骨文在德克萨斯州的新数据中心预计 贡献超过其新财年总收入的 10%。 Cloudera 等公司通过边缘计算按实际用量收费模式吸引中小企业，其 自建边缘节点的高性能 GPU 服务器利用率比大型云厂商高 25%-30%， 降低了客户成本。 谷歌月均 TOKEN 消耗在一年内增长超过 500%，主要由编程需求和自 有业务消耗驱动，字节跳动也显示出类似的高速增长，推动应用开发和 业务结构性变化。 中国云市场结构与海外不同，海外依赖编程和大型厂商消耗，国内依赖 思考过程变长带来的 TOKEN 消耗增长。阿里巴巴云利润率因字节跳动 降价策略而受压。 Q&A TOKEN 消耗对云服务行业有什么影响？ TOKEN 消耗对云服务行业产生显著影响。例如，在 2024 年 4 月谷歌月均 TOKEN 消耗为 9.7 万亿，到 202 ...

Core Viewpoint - Digital Realty, the largest global provider of cloud- and carrier-neutral data center solutions, announced the pricing of €850 million in 3.875% Guaranteed Notes due 2034, indicating a strong capital raising effort to support its operational and growth strategies [1][2]. Group 1: Offering Details - The offering consists of €850 million aggregate principal amount of 3.875% Guaranteed Notes, priced at 99.137% of the principal amount [1]. - The Euro Notes will be senior unsecured obligations and fully guaranteed by Digital Realty and its operating partnership, with interest payable annually at a rate of 3.875% starting June 25, 2025, maturing on July 15, 2034 [2]. - The closing of the offering is expected on June 25, 2025, pending customary closing conditions [2]. Group 2: Use of Proceeds - The net proceeds from the Euro Notes will be used to temporarily repay borrowings under the operating partnership's global revolving credit facilities, acquire additional properties or businesses, and fund development opportunities [3]. - Additional uses include investing in interest-bearing accounts and short-term securities, working capital, and potentially repaying other debt or redeeming outstanding equity or debt securities [3]. Group 3: Regulatory and Compliance Information - The Euro Notes are being sold only outside the United States under Regulation S of the U.S. Securities Act, and they have not been registered under the Securities Act [4]. - The offering is not intended for retail investors in the European Economic Area (EEA) or the United Kingdom, ensuring compliance with local regulations [7][10].

Applied Digital TodayAPLDApplied Digital$11.10 -0.45 (-3.90%) 52-Week Range$3.01▼$15.42Price Target$12.73Add to WatchlistThe artificial intelligence (AI) revolution has ignited a modern gold rush, not for precious metals, but for the vast digital infrastructure required to power it. In this high-stakes environment, Applied Digital Corporation NASDAQ: APLD has made a bold pivot to position itself as a key contender. This strategic shift has captivated investors, fueling significant stock price volatility an ...

Core Insights - The article discusses the rising demand for data center infrastructure driven by artificial intelligence, highlighting two companies, Applied Digital (APLD) and Equinix (EQIX), which are positioned to benefit from this trend but in different ways [1][2] Group 1: Applied Digital (APLD) - APLD is rapidly emerging as a key player in AI-focused data center infrastructure, building GPU-intensive facilities for AI and machine learning workloads [3] - The company has a strategic advantage in delivering cost-effective, GPU-powered infrastructure in energy-efficient locations, particularly its Ellendale, North Dakota campus [3][4] - APLD's growth is fueled by the increasing need for AI-specific infrastructure that traditional hyperscalers cannot provide quickly or affordably, with a development pipeline of over 400MW [4] - The company is transitioning from speculative growth to potentially recurring revenues through take-or-pay contracts, aided by vertical integration from construction to hosting [4] - APLD faces challenges including being in an early, unprofitable phase with high capital expenditures and negative cash flow, as well as execution risks and increasing competition [5][6] Group 2: Equinix (EQIX) - EQIX is the largest colocation and interconnection data center provider globally, well-positioned to meet the growing demand for AI and digital infrastructure [7] - The company offers a unique value proposition with over 250 data centers across 71 metros, enabling proximity, scalability, and connectivity essential for AI workflows [7][8] - EQIX is investing in next-generation infrastructure for AI, including high-density colocation and NVIDIA-powered private AI clusters, enhancing its ability to support large AI workloads [8] - The REIT structure of EQIX provides financial stability and consistent dividend payouts, appealing to growth and income-oriented investors [8] - Challenges for EQIX include rising energy costs and regulatory scrutiny around energy consumption and sustainability, which could impact its operations [9][11] Group 3: Financial Estimates and Valuation - The Zacks Consensus Estimate for APLD's fiscal 2026 revenues and EPS indicates a year-over-year increase of 2.4% and 73.6%, respectively [13] - For EQIX, the 2025 revenue estimate implies a year-over-year increase of 5.2%, with EPS expected to improve by 8% [14] - APLD is trading at a price to forward 12-month sales multiple of 10.55, while EQIX's multiple is 9.14, both above their respective five-year medians [16] - APLD has a Growth Score of 'B', while EQIX has a Growth Score of 'C' [13][14] Group 4: Investment Profiles - APLD represents a high-growth, high-risk investment targeting fast-moving AI firms with specialized solutions [18] - EQIX offers a stable, interconnected platform trusted by enterprises and cloud giants, with growing capabilities in AI infrastructure [18] - Both companies currently hold a Zacks Rank 2 (Buy), but EQIX appears to be cheaper with a Value score of 'D' compared to APLD's 'F' [19]

Core Insights - The article discusses the launch of a white paper by Applied Digital Corporation, detailing how smart site selection and cooling design can significantly reduce costs for generative AI infrastructure, potentially saving up to $60 million annually per campus [1][8]. Group 1: Company Overview - Applied Digital Corporation specializes in designing, building, and operating next-generation digital infrastructure for High-Performance Computing (HPC) applications [1]. - The company has introduced Polaris Forge as its North Dakota-based data center region, which is optimized for AI workloads and driven by renewable power [2]. Group 2: Key Findings from the White Paper - The white paper highlights that site selection can lead to annual electricity cost reductions of $50 to $60 million compared to existing 100MW data centers, amounting to potential savings of up to $2.7 billion over a 30-year lifespan [8]. - Polaris Forge 01 is designed to support 400 MW of critical IT load and is built to take advantage of stranded power and favorable climate conditions for cooling [4][8]. Group 3: Infrastructure and Community Impact - The design of Polaris Forge 01 includes a closed-loop, waterless, direct-to-chip cooling system, achieving a projected Power Usage Effectiveness (PUE) of 1.18 and a Water Usage Effectiveness (WUE) near zero [8]. - The company is committed to supporting local economies through initiatives that integrate community priorities, such as workforce housing and job creation [5]. Group 4: Market Confidence and Agreements - Applied Digital has signed a 250 MW, 15-year lease agreement worth $7 billion with CoreWeave for deployment at Polaris Forge 01, indicating strong market confidence in the company's capabilities [6].