Core Insights - Super X AI Technology Limited plans to establish its first regional AI supply center in Japan, with operations expected to commence in the second half of 2025, capable of delivering final assembly, system integration, and quality control for 10,000 high-performance AI servers annually [1][2][4] - The establishment of the supply center is a strategic move to enhance the company's "one-stop AI data center solution provider" capabilities, significantly improving end-to-end AI solution delivery and strengthening its global AI supply chain network [1][4][5] Company Overview - SuperX is a leading AI infrastructure solution provider headquartered in Singapore, serving institutional clients globally, including large enterprises and research institutions [2] - The company offers a comprehensive product ecosystem for AI data centers, including proprietary hardware, advanced software, and end-to-end services [2] Market Context - The Asia-Pacific region is becoming a core engine for global computing power demand, with Japan's AI systems market projected to grow by 41.6% in 2024, surpassing 1 trillion yen for the first time [1][4] - The global data center market is expected to grow from $347.64 billion in 2024 to $386.71 billion in 2025, with a CAGR of approximately 11.24% [4] Strategic Location - The supply center is located in Tsu City, Mie Prefecture, strategically positioned between Osaka and Nagoya, allowing it to serve both the Kansai and Chubu economic regions [3] - The center's location facilitates connections to major ports and airports, ensuring efficient service across Japan [3] Service Enhancement - The Japanese supply center will focus on the final assembly, system integration, and quality control of core products, aiming to provide faster and more localized delivery experiences for Japanese customers [2][5] - By establishing a local supply center, the company can achieve localized integration and delivery, significantly reducing the delivery cycle for complex solutions [4] Quality Assurance - The establishment of the supply center in Japan will ensure high-quality solutions through local integration and stringent quality control, leveraging Japan's renowned precision manufacturing [5] - This move will diversify and strengthen the company's global delivery network [5] Future Outlook - The CTO of SuperX emphasized that the supply center is a crucial step in providing excellent end-to-end solutions, integrating top-tier hardware into efficient AI solutions [6] - The center is expected to drive significant growth for the company as AI infrastructure demand continues to rise with advancements in emerging technologies [6]

Core Insights - VCI Global Limited has launched SecureGPU™, a next-generation encrypted AI compute server aimed at sovereign, defense, and regulated enterprise use, marking a significant advancement in zero-trust AI infrastructure [1][2][3] Industry Overview - The sovereign AI infrastructure market is projected to reach approximately US$1.5 trillion globally, with strong demand anticipated in Europe and Asia-Pacific [4] - Global AI infrastructure spending is expected to grow to approximately US$197.6 billion by 2030, driven by on-premises and secure deployment models [4] Company Strategy - SecureGPU™ is integrated with V-Gallant's Vault orchestration platform and QuantGold encrypted data exchange, positioning the company to generate recurring revenue from a comprehensive stack of sovereign compute, encrypted storage, and AI lifecycle services [5][6] - The product is currently in pilot deployment with government and institutional partners in Malaysia, Singapore, and select international markets, serving as a cornerstone of VCI Global's sovereign AI stack [6][7] Technical Features - SecureGPU™ features real-time PCIe-level encryption, zero-trust compute architecture, and support for large language models and regulated data use cases, ensuring secure training and deployment of AI models [8] - The server is built on NVIDIA®-class GPU architecture, providing enterprise-grade AI performance with full data locality, auditability, and compliance control [5][8]

Group 1 - Recent developments surrounding Core Scientific, Inc. (NASDAQ: CORZ) indicate a potentially interesting long-term investment opportunity [1] - The analysis includes a thorough examination of fundamentals, options flow, and dark pool data [1] - The author emphasizes a data-driven approach combined with practical market understanding to identify trends and actionable ideas [1] Group 2 - The author has a background in economics, which aids in understanding global markets and macroeconomic trends [1] - There is a focus on interpreting unusual options activity and leveraging dark pool data to uncover hidden market movements [1] - The goal of sharing research is to connect with like-minded investors and enhance their investment journey [1]

Group 1 - The core viewpoint of the news is that Jiliu Technology has completed nearly 100 million yuan in A+ round financing, which will be used for core technology and product development, market expansion, and team building [1] - Jiliu Technology positions itself as a "full-stack autonomous AI computing power builder," focusing on building a high-performance intelligent computing system that covers both hardware and software, distinguishing itself from other players in the AI infrastructure space [1][2] - The company has achieved significant growth since its establishment in 2023, transitioning from hundreds to thousands and then to tens of thousands of GPU clusters, and has successfully implemented multiple long-distance training clusters [2] Group 2 - Jiliu Technology has delivered a total of 23 clusters, utilizing over 66,000 GPUs, more than 4,000 switches, and over 320,000 optical modules, serving major clients including leading AI companies and local state-owned enterprises [3] - The rapid development of AI large models has increased the demand for high-performance computing power, and Jiliu Technology is one of the few teams in China capable of building large-scale clusters with over a thousand units [3] - The CEO of Jiliu Technology emphasized that the demand for computing power in AI differs significantly from traditional internet services, indicating a need for redesigned network architecture and highlighting the long-term growth potential in the AI infrastructure market [3]

Group 1: Core Insights - The event held by DataCanvas in Shanghai showcased the company's latest achievements in AI computing power accessibility, providing practical solutions for the high-quality development of the AI industry [1][2] - Shanghai is actively implementing the national "East Data West Computing" strategy, introducing new industrial policies to support the development of the intelligent computing industry, aiming for a transformation towards self-controllable and green efficiency by 2025 [3][4] - DataCanvas has launched its new product "New Start" at the event, which focuses on commercializing intelligent agent technology and aims to create a comprehensive solution for enterprise-level intelligent agents [4][5] Group 2: Technological Innovations - DataCanvas's Alaya NeW Cloud has successfully overcome performance bottlenecks, achieving "second-level generation of millions of tokens," aimed at providing intelligent computing infrastructure services for global AI innovation enterprises [4][6] - The company has introduced a unique "1-degree computing power" measurement standard to standardize the supply and elastic scheduling of computing resources [4][6] Group 3: Market Strategy and Applications - DataCanvas has tailored computing power and channel policies for the Shanghai market, establishing a service system that supports flexible scheduling from single cards to clusters, addressing the differentiated computing power needs of key sectors like finance and healthcare [6][7] - The collaboration with various industries has demonstrated significant results, such as the partnership with Wuxi Yinlv Shandong AI Technology Co., which has transformed music creation through AI technology, producing millions of works with minimal sample learning [7][8] Group 4: Industry Impact - The establishment and development of DataCanvas in Shanghai not only accelerates the local intelligent computing industry but also provides valuable experience for the national intelligent computing industry construction [7] - The distributed computing network built by Alaya NeW Cloud aims to optimize computing resources across regions, making AI computing power a widely accessible social resource, thus supporting the high-quality development of China's digital economy [7][8]

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Nebius Group NV NBIS might be the most underappreciated player in AI infrastructure today. At a $12 billion market cap, it's trading like a mid-cap growth story.Billions In Plain Sight — Still IgnoredBut a closer look by Ng Investing on X revealed the company is sitting on $3.7 to $5.7 billion worth of subsidiaries — hidden in plain sight, yet not fully priced in by the market.Take ClickHouse: Nebius owns 28% of the open-source database firm, last valued at $6 billion. That alone is worth $1.68 billion. Add ...

Core Viewpoint - Jiliu Technology has completed nearly 100 million yuan in A+ round financing, focusing on self-developed RoCE networking to reduce costs by 40% and serving major clients like Zhipu AI [2][3] Group 1: Company Overview - Jiliu Technology, established in February 2023, originates from Tsinghua University's cybersecurity laboratory, led by founder Hu Xiaohé, who has over ten years of research experience in high-performance networks and distributed systems [2] - The core team consists of members from top universities and leading companies such as Alibaba, Baidu, and ZTE [2] Group 2: Product and Technology - Jiliu Technology positions itself as a full-stack autonomous AI computing builder, focusing on solving distributed computing communication challenges for large-scale computing clusters [2][3] - The company has developed its high-performance open-source intelligent computing system, Galaxy HPAC, which includes three core products: Mercury-X (AI network), Venus-AICloud (AI platform), and Venus-AIDOC (computing maintenance platform) [3] - The self-developed MS6426 national chip 25.6T high-speed open-source AI switch has passed a 72-hour stability test for large-scale deployment [3] Group 3: Market Position and Demand - Jiliu Technology has delivered 23 clusters, utilizing over 66,000 GPUs, 4,000 switches, and more than 320,000 optical modules, successfully implementing long-distance training and inference clusters [4] - The demand for computing power is rapidly increasing, with the ratio of training to inference computing power demand expected to shift from 7:3 in 2023 to 3:7 by 2025 [4] - The company is actively participating in computing power projects in regions like Xinjiang and Ningxia, aligning with national strategies [4]

Core Insights - Nebius Group N.V. (NBIS) is a rising player in the AI infrastructure market, while Alphabet (GOOGL) is a well-established tech giant [1] - The demand for high-performance cloud and data-center infrastructure is surging due to the AI boom, with spending expected to exceed $200 billion by 2028 [1] Group 1: Nebius Group N.V. (NBIS) - Nebius is a neo cloud company based in Amsterdam, focusing on building full-stack infrastructure for AI, including large-scale GPU clusters and cloud platforms [3] - The company reported a remarkable 385% year-over-year revenue increase in Q1 2025, with an annualized run-rate revenue (ARR) surge of 700%, targeting $750 million to $1 billion in ARR [4] - Nebius is planning a $2 billion capital expenditure for 2025, up from an earlier $1.5 billion estimate, and has secured $700 million in funding from notable investors [5] - Despite its rapid growth, Nebius remains unprofitable, with management indicating negative adjusted EBITDA for the full year 2025 [7] Group 2: Alphabet Inc. (GOOGL) - Alphabet is a dominant player in the AI cloud infrastructure space, with Google Cloud revenues increasing by 28% year-over-year to $12.3 billion in Q1 2025 [7] - The company is investing $75 billion in 2025 to enhance its AI-focused infrastructure, including servers and data centers [8] - Google Cloud's strong performance is supported by its partnerships with NVIDIA and the introduction of advanced technologies like TPUs and GPUs [9] - Alphabet generated $36.15 billion in cash from operations in Q1 2025, showcasing its robust financial position [11] Group 3: Market Comparison - Over the past month, NBIS shares have gained 11.2%, while GOOGL stock has appreciated by 12% [13] - Valuation-wise, both companies are considered overvalued, with NBIS trading at a Price/Book ratio of 3.94X compared to GOOGL's 6.50X [15][16] - Analysts have revised earnings estimates downward for NBIS, while GOOGL has seen a marginal upward revision [17][19] - GOOGL currently holds a Zacks Rank 3 (Hold), while Nebius has a Zacks Rank 4 (Sell), indicating GOOGL as a better investment option for long-term growth potential [21]

Group 1 - The company "Jiliu Technology" has recently completed nearly 100 million yuan in A+ round financing, led by Shanghai Guotou Futeng Capital and Guofang Innovation, with participation from other funds and existing shareholders [1] - Founded in February 2023, Jiliu Technology originated from Tsinghua University's cybersecurity laboratory, with a core team from top universities and leading companies [1] - The company focuses on building a high-performance open-source intelligent computing system, differentiating itself from competitors by providing a comprehensive solution that includes both software and hardware [1][2] Group 2 - With the explosion of large models and AIGC applications, computing power has become a new type of infrastructure, leading to challenges such as network communication bottlenecks and high costs due to vendor lock-in [2] - Jiliu Technology's self-developed RoCE networking solution can reduce customer costs by 40% and shorten delivery times from months to weeks [2] - The company has developed a high-performance open-source intelligent computing system called Galaxy HPAC, which includes three core products: Mercury-X, Venus-AICloud, and Venus-AIDOC [2] Group 3 - Jiliu Technology has delivered a total of 23 clusters, utilizing over 66,000 GPUs and 4,000 switches, and has successfully implemented long-distance training and inference clusters [3] - The demand for computing power is expected to shift from a training-to-inference ratio of 7:3 in 2023 to 3:7 by 2025, indicating a growing need for inference capabilities [3] - The company is actively participating in national strategies by engaging in computing power projects in regions like Xinjiang and Ningxia, while also investing in the design of a 100,000-card cluster [3]