Leadership Transition Supports Hyperscale’s Focus on Becoming a Pure-Play AI Infrastructure Company; Divestiture Expected to Be Completed by Year-End 2025LAS VEGAS, June 17, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today announced that its Founder and Executive Chairman, Milton “Todd” Ault III, has informed the Company that he will resign as the Company’s Executive Chairman but remain as a director upon the effe ...

智通财经6月17日电，美国加州大学圣迭戈分校研究团队在6月13日发表的《焦耳》杂志发文称：他们利 用特殊设计的纤维膜开发出蒸发冷却新技术，可大幅提升数据中心及高功率电子设备的能效。这项技术 不仅有望替代传统风扇、散热器和液泵等耗能冷却方案，还能显著减少冷却系统的用水量。智通财经6 月17日电， 蒸发冷却新技术大幅降低数据中心能耗 ...

粤北青山之间，一座座数据中心如"钢铁森林"般拔节生长。在广东韶关，13条连接大湾区的400G全光 运力网络和12条省际光缆如同"神经网络"般贯穿全市，将庞大数据分别以1.3毫秒和1.66毫秒的速度输向 广州和深圳的核心机房。仅有正常人眨眼速度百分之一的极低时延，满足了大湾区绝大部分算力业务的 需求。作为国家在华南布局的唯一数据中心集群，韶关已成为粤港澳大湾区抢占人工智能高地的"算力 心脏"。 "算力就是生产力，没有算力就没有人工智能。"在近日召开的第四届粤港澳大湾区（广东）算力产业大 会暨第三届中国算力网大会上，韶关市委书记陈少荣表示，韶关算力规模从零开始，总投资超600亿 元，招引上下游项目31个，移动、电信、联通、鹰硕等项目建成投产，腾讯、万国、中联、华韶二期等 项目动工建设。 从曾经的"华南重工业基地"到如今的"智算新城"，韶关正以算力为支点，撬动一场从"算力承载"到"全 链智造"的产业跃迁。 扩量提速："算力心脏" 这样的时延到底有多低？鹏城实验室数据智能研究所副所长、韶关市数据产业研究院院长相洋向证券时 报记者举例称，一分钟可以切分成1000毫秒，以正常人的反应，一眨眼的时间就需要100毫秒左右，所 ...

12 June 2025 | 8:12PM SGT Asia Pacific Data Centers Conceptualising the impact of AI on data centers; Buy Goodman, KDC, Keppel, NextDC, DigiCo Technology development impacts real estate through: (i) driving demand and improving fundamentals, (ii) asset valuation uplift, and (iii) share price re-rating from both earnings growth and multiple expansion. To determine the impact of AI on data centers, we analyse the effect that e-commerce had on logistics during Covid. We believe that we are early in the data ce ...

Core Viewpoint - Retail investors have a long-term investment advantage over professional hedge fund investors, allowing them to buy stocks early and wait for growth catalysts to materialize [2] Company Overview - Nebius Group (NBIS) is positioned as a compelling long-term investment opportunity, with a market cap of $11.4 billion and a stock price increase of 70% this year [5][3] - The company specializes in building data centers to support AI solutions, renting out infrastructure that utilizes GPUs from major suppliers like Nvidia [5][6] Recent Developments - Nebius recently raised $1 billion through convertible notes to accelerate growth and announced expansion plans in the UK, alongside the availability of Nvidia's next-generation Blackwell chips in Europe [9] - The company has expanded its data center network by adding four new locations across Europe, the U.S., and the Middle East in the last three quarters [11] Financial Performance - In Q1, Nebius reported revenue of over $55 million, a 385% increase year-over-year, although net losses grew by 41% to nearly $114 million [10] - Management anticipates achieving an annual run-rate revenue of $750 million to $1 billion by year-end and expects to reach positive adjusted EBITDA in the second half of the year [11] Future Projections - Management projects mid-single-digit billions in revenue with adjusted EBITDA margins of 20%-30% over a four-year depreciation schedule [12] - The company is experiencing significant growth in a promising sector, with its business model resonating well in the AI market [12]

全网都在"尝鲜"的AI图片、视频生成技术，《哪吒2之魔童闹海》里精妙唯美的渲染特效……这些体 验，都离不开算力这一数字底座的支撑。数字经济浪潮奔涌的今天，算力已成为驱动科技创新、产业跃 迁的新动能。 6月13日，第四届粤港澳大湾区（广东）算力产业大会暨第三届中国算力网大会在韶关举办。作为经济 大省、数字强省，在算力这条赛道上，广东到底有多快？本期信心有数一起看！ 2027年广东算力规模将超60EFLOPS 当人们谈论电力时，谈论的是照亮夜晚、驱动机器、连接世界的能量。而在数字时代，算力就是这种能 量，它是推动科技进步、经济发展和社会变革的"新电力"。 "信心有数"栏目 南方都市报、南都大数据研究院"信心有数"栏目，用数据记录广东实现现代化的奋进之路，用数据描绘 万马奔腾共创美好的活力之路，用数据书写每一个你我昂扬向上的信心之路。 千里之行，系于你我；心中有数，广东可期。 如果说算力就是数字时代的"新电力"，那么作为粤港澳大湾区国家枢纽节点、华南地区唯一的国家数据 中心集群，韶关集群正在成为广东最重要的"发电厂"。 大湾区"算力之城"，韶关何以脱颖而出？ 在自然环境方面，韶关地质安全稳定，年平均气温全省最低，有 ...

封面新闻记者 周翼 贵安新区规划展示厅 石照昌摄 作为中国第8个国家级新区、中国首个国家级大数据综合试验区，贵安新区位于贵阳市和安顺市接合部、黔中经济区核心地带。经过10年发展，贵安新区 从一张"白纸"到如今顶着"中国数谷"的头衔，华为、腾讯、中国移动等行业巨头纷纷落子。 贵安超级计算中心以日均处理超10PB数据的能力，将算力源源不断输送到全国各地，今年爆火的《哪吒2》中，超40%的特效渲染由这里提供算力保障。 地处西南的贵安新区，是如何从"科技洼地"一步步成为"算力高地"的呢？ 作为一家高新技术企业，选择从上海到贵州贵安新区，贵州数据宝网络科技有限公司（以下简称"数据宝"）10年前作出这个决定时，估计不少人都持怀疑 态度。6月9日，封面新闻记者随"贵安新区高质量发展媒体调研行"活动走进这家企业时，公司政务总监罗洪江用一句话回答了记者的疑问，"因为我们看 好这里的发展前景"。 用政策吸引"大厂"落地 不久前，腾讯把服务器放进山洞里的视频，在社交平台上引发不少人关注。公开资料显示，腾讯七星洞库式数据中心是我国首座洞库式数据中心，借助山 体内部温度低于外部的自然条件，服务器在这里拥有了天然的"空调房"，这个数据中 ...

Core Viewpoint - IREN Limited successfully closed a private offering of $550 million in convertible senior notes, reflecting strong investor demand and strategic financial maneuvers to support its growth initiatives in the data center sector [1][3]. Group 1: Transaction Details - The initial offering was upsized from $450 million to $500 million due to high demand, with an additional $50 million purchased through the initial purchasers' option [3][6]. - The notes carry a 3.50% coupon rate and have a conversion premium of 30% [6]. - The net proceeds from the offering are approximately $534.9 million after deducting discounts, commissions, and estimated offering expenses [4][6]. Group 2: Use of Proceeds - Approximately $53.8 million will fund the cost of capped call transactions, while about $92.5 million is allocated for a prepaid forward transaction [7]. - The remaining proceeds will be used for general corporate purposes and working capital [7]. Group 3: Capped Call and Prepaid Forward Transactions - Capped call transactions were entered into to reduce potential dilution of IREN's ordinary shares upon conversion of the notes, with an initial cap price of $20.98 per share, representing a 100% premium over the last reported sale price [4][5]. - The prepaid forward transaction involves purchasing approximately $92.5 million of IREN's ordinary shares, facilitating derivative transactions for investors [8][9]. Group 4: Company Overview - IREN is a vertically integrated data center business focused on renewable energy, with a power portfolio of 2,910 MW secured across over 2,000 acres in the U.S. and Canada [12]. - The company operates 660 MW of data centers, expanding to 885 MW in 2025, and is a significant player in Bitcoin mining and AI cloud services [13].

Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area is experiencing strong growth in the computing power industry, with Shaoguan becoming the largest smart computing cluster in South China [1][2] - The total computing power scale of the eight major hubs in China's "East Data West Computing" initiative reached 215.5 EFLOPS, accounting for over 70% of the national total [1] - Shaoguan has established a capacity of 120,000 standard racks and attracted 22 smart computing center projects with a total investment exceeding 60 billion [2] Industry Development - A series of technology innovation platforms were launched at the conference, including the Shaoguan Data Investment & Huawei Joint Innovation Laboratory, which will focus on data elements, talent cultivation, and adaptation centers [3] - The AI Edge Alliance was officially established to promote the integration of AI and edge computing, aiming to inject new vitality into the smart computing industry's upgrade [3] - Shaoguan's network latency has improved significantly, with data transmission to Guangzhou taking only 1.3 ms and to Shenzhen 1.66 ms, meeting most computing power business needs in the Greater Bay Area [2] Investment and Projects - The Greater Bay Area Computing Scheduling Center has been completed, and the Guangzhou Data Exchange (Shaoguan) service base is operational [2] - China Telecom plans to invest over 2.4 billion in Shaoguan to build 38,500 standard racks, while Softcom Power Information Technology will develop a computing power scheduling platform [3]

" AI，改变不了数据中心厂商只是一名包租婆的属性。 " 作者丨 胡敏 编辑丨 周蕾 "数据中心，天生是个烂行业，没有真正的硬核技术，只是做房东，靠租赁挣钱。"一位股民在股吧尖锐点 评。 2020年下半年至2024年年中，数据中心板块在资本市场开启了一场长达四年的"跌跌不休"之路，光环新 网、万国数据、数据港、世纪互联等龙头企业深陷估值泥潭。 光环新网股价从30.89元暴跌至6.64元，市净率一度创历史新低，万国数据从116.76一路跌到了最低5.01 元，跌幅达95.71%，而世纪互联股价从巅峰的44.45元，一路下降到最低1.39元，一度面临退市危机。 然而，这样一个"烂行业"却在去年下半年开始起风了，资金接连涌入，数据中心股开始迎来了他们的"春 天"，股价一路狂飙，像世纪互联、润泽科技、数据港等公司股价过去半年多时间，已经经历了三次冲 高，从最低点到最高点，涨幅至多超一倍。 "当初我并不看好IDC相关股票，觉得利润低，又没太多壁垒，后来发现打脸了。"二级市场投资者刘欣宇 回忆起年初对数据中心股票的判断。 好景不长，眼下的数据中心股又开始回落，前不久，润泽科技公布2024年报以及一季度报当天，其股价更 是 ...