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作为中国第8个国家级新区,腾讯华为等大厂为何都在贵州这地落子?
Sou Hu Cai Jing· 2025-06-14 00:18
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 ...
IREN closes upsized $550 million convertible notes offering
Globenewswire· 2025-06-13 20:02
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].
“东数西算”八大节点智算规模占全国八成,韶关成华南最大智算集聚区
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-13 08:41
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]
当下的数据中心股,真没什么好买的
雷峰网· 2025-06-12 08:16
" 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 ...
当下的数据中心股,真没什么好买的
雷峰网· 2025-06-12 08:15
" 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 ...
BluSky AI Inc. Announces Completion of Modular Design
Globenewswire· 2025-06-11 14:11
Introducing the BluSky AI Inc. SkyMod SeriesSalt Lake City, June 11, 2025 (GLOBE NEWSWIRE) -- BluSky AI, Inc. proudly announces the completion of its cutting-edge modular AI Datacenter infrastructure, introducing the revolutionary SkyMod series designed for seamless outdoor and indoor deployment. As part of its commitment to innovation, BluSky AI Inc. has finalized the design of its first four modules, tailored for deployment within existing physical structures as well as standalone outdoor installations. T ...
ABB and Applied Digital accelerate AI-ready data centers
Globenewswire· 2025-06-11 13:53
Applied Digital launches an infrastructure partnership with ABB at 400 MW campus in North Dakota. The collaboration will innovate fast, reliable, energy-efficient solutions to meet the needs of rapidly advancing artificial intelligence (AI) capabilities. Richmond, Virginia, June 11, 2025 (GLOBE NEWSWIRE) -- Electrical infrastructure partnership delivers innovative solution for AI’s power demands at a greenfield 400 MW data center campus in North Dakota, US New medium voltage power architecture with ...
Hyperscale Data Subsidiary TurnOnGreen Achieves $7.5 Million Backlog as Demand Grows for Mission-Critical Power Solutions
Globenewswire· 2025-06-11 10:30
LAS VEGAS, June 11, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today announced significant growth within its power electronics subsidiary, TurnOnGreen, Inc. (“TurnOnGreen”). TurnOnGreen’s operating subsidiary, Digital Power Corporation (“DPC”), has expanded its contracted backlog to $7.5 million, reflecting sustained demand for its high-performance, mission-critical power systems across key industries, including d ...
IREN prices upsized $500 million convertible notes offering
Globenewswire· 2025-06-11 06:24
Core Viewpoint - IREN Limited has announced a private offering of $500 million in convertible senior notes with a 3.50% interest rate, due in 2029, aimed at qualified institutional buyers [1][8]. Transaction Details - The offering size was increased from a previously announced $450 million [8]. - The notes will accrue interest at a rate of 3.50% per annum, payable semi-annually starting December 15, 2025, and maturing on December 15, 2029 [5]. - The initial conversion rate is set at 73.3229 ordinary shares per $1,000 principal amount of notes, equating to an initial conversion price of approximately $13.64 per share, representing a 30% premium over the last reported sale price of $10.49 on June 10, 2025 [5][8]. Use of Proceeds - IREN estimates net proceeds from the offering to be approximately $486.1 million, or $534.9 million if the initial purchasers fully exercise their option to purchase additional notes [3]. - The company plans to allocate $48.9 million for capped call transactions, approximately $92.5 million for a prepaid forward transaction, and the remainder for general corporate purposes and working capital [4]. Capped Call Transactions - IREN entered into capped call transactions to hedge against potential dilution upon conversions, with an initial cap price of $20.98 per share, representing a 100% premium over the last reported sale price [8][10]. - The capped call transactions are expected to reduce potential dilution to IREN's ordinary shares upon conversion of the notes [11]. Prepaid Forward Transaction - IREN has also entered into a prepaid forward share purchase transaction for approximately $92.5 million of its ordinary shares, which will settle shortly after the maturity date of the notes [14]. - This transaction is intended to facilitate privately negotiated derivative transactions, allowing investors to establish short positions related to IREN's ordinary shares [16]. Company Overview - IREN is a vertically integrated data center business focused on Bitcoin, AI, and renewable energy, with facilities strategically located in renewable-rich regions across the U.S. and Canada [23]. - The company operates 660MW of data centers, expanding to 885MW in 2025, and is one of the largest Bitcoin producers globally with a capacity of 41 EH/s, set to expand to 50 EH/s [23].
Digi Power X Issues Letter to Shareholders
Globenewswire· 2025-06-10 11:30
This news release constitutes a “designated news release” for the purposes of the Company’s prospectus supplement dated May 30, 2025 to its short form base shelf prospectus dated May 15, 2025. MIAMI, June 10, 2025 (GLOBE NEWSWIRE) -- Digi Power X Inc. (“Digi Power X” or the “Company”) (Nasdaq: DGXX / TSXV: DGX), an innovative energy infrastructure company that develops data centers, is pleased to announce the release of the following report to shareholders by Michel Amar, Chairman and Chief Executive Office ...