图片来源： 信实集团 Digital Connexion 是由穆克什·安巴尼的依赖工业有限公司 、布鲁克菲尔德资产管理公司以及 Digital Realty Trust 共同组建的合资企业，已签署协议计划到 2030 年投资 110 亿美元在印度南部开发 数据 中心设施，标志着对科技领域增长最快赛道之一的最新投资。 这家非上市公司周三在新闻声明中表示，将在印度南部安得拉邦维沙卡帕特南市占地 400 英亩（ 1.6187 平方公里）的 设施 内建设一个规模达 1 吉瓦的人 工智能原生 数据 中心园区。 公司补充称，已与安得拉邦经济发展局签署了谅解备忘录。 这则公告反映了全球趋势，随着各国政府和大型企业在一场前所未有的 AI 硬件竞赛中力求跟上步伐，数万亿美元正涌入数据中心建设。 安得拉邦也正成为关键目的地，上个月 Alphabet 旗下 Google 宣布计划在未来五年投资约 150 亿美元，在维沙卡帕特南建设 AI 基础设施枢纽。 我们正在寻找有创造力的00后创业 关于 Z Potentials 这家 Reliance 合资企业正加入越来越多全球科技巨头的行列——主要来自美国——它们正大举投资印度，使该国成为 ...

我国将继续坚持对虚拟货币的禁止性政策，持续打击虚拟货币相关非法金融活动 国家航天局设立商业航天司持续推动商业航天高质量发展 数据中心过热致芝商所中断交易超10小时媒体：凸显数字经济时代市场交易平台过度集中存在风险 据中国人民银行29日消息，中国人民银行日前召开打击虚拟货币交易炒作工作协调机制会议。会议强调，虚拟货币不具有与法定货币等同的法律地位，不具 有法偿性，不应且不能作为货币在市场上流通使用，虚拟货币相关业务活动属于非法金融活动。稳定币是虚拟货币的一种形式，目前无法有效满足客户身份 识别、反洗钱等方面的要求，存在被用于洗钱、集资诈骗、违规跨境转移资金等非法活动的风险。会议要求把防控风险作为金融工作的永恒主题，继续坚持 对虚拟货币的禁止性政策，持续打击虚拟货币相关非法金融活动。（新华财经） 国家金融监督管理总局11月29日发布通知，指导银行业保险业全力做好香港大埔火灾的金融保障服务等工作，高效查勘理赔，做好保险保障服务，加强金融 信贷支持，积极助力受灾重建。（新华社） 据应急管理部网站29日消息，日前，国务院安委会印发通知，部署开展高层建筑重大火灾风险隐患排查整治行动，聚焦有人员居住和活动的高层民用建筑 （ ...

Core Viewpoint - The demand for electricity due to AI training and inference is surging, leading to strain on power grids globally, prompting major companies like Nvidia and Google to shift their focus towards space-based data centers [1][3]. Group 1: Nvidia and Starcloud's Initiatives - Nvidia, in collaboration with its invested startup Starcloud, successfully launched the first space data center satellite equipped with H100 chips using SpaceX's Falcon 9 rocket [3]. - The satellite will test complex tasks such as real-time analysis of Earth observation data and running AI models, with plans for a second-generation satellite launch in 2026 and a 40 MW data center in space by the early 2030s [3]. Group 2: Cooling and Resource Efficiency - Starcloud's co-founder, Philip Johnston, stated that space data centers will significantly reduce the burden on Earth, particularly in terms of electricity and water supply, as they utilize infrared radiation for cooling instead of evaporating freshwater [5]. Group 3: SpaceX's Role - SpaceX is also actively developing space data centers, with CEO Elon Musk announcing plans to start launching the next generation of Starlink satellites in early 2026, which will serve as a foundation for space data centers [7]. Group 4: Google's Space Data Center Plans - Google announced its "Project Sun Catcher," aiming to relocate AI data centers to space, utilizing a satellite constellation to create an orbital computing platform equipped with TPU processors and optical communication systems [11]. - The first experimental devices are expected to launch in early 2027, with projected launch costs potentially dropping below $200 per kilogram by the mid-2030s, making space data centers cost-competitive with terrestrial counterparts [11]. Group 5: Challenges and Risks - Despite the optimism surrounding space data centers, analysts highlight several challenges, including risks from radiation, space debris, and solar flares that could disrupt communications [15].

（文章来源：央视网） 人民财讯11月29日电，随着AI训练与推理对电力的需求飙升，全球多个地区电网已出现吃紧迹象。英 伟达、谷歌等巨头正集体将下一代算力战场转向地球轨道。虽然许多科技巨头看好太空数据中心市场， 并纷纷开始布局，但也有分析指出其中存在一系列问题。例如虽然支持者认为将数据中心放置在太空可 以免受自然灾害破坏，但太空本身也存在风险，包括辐射、太空碎片等，太阳耀斑也会干扰通信。并且 将更多人造物体送入太空却没有清理方案将可能带来严重后果，一旦发生碰撞，许多支撑我们日常生活 的技术都将受到影响。 ...

Core Insights - The development of artificial intelligence (AI) is increasingly dependent on the scale of data centers as the performance improvement of computing chips slows down [1] - The competition between China and the US in AI is shifting towards energy consumption, particularly electricity [1] Data Center Efficiency - The Power Usage Effectiveness (PUE) of ground data centers is typically around 1.4, while space data centers can theoretically reduce PUE to nearly 1 due to simpler heat dissipation [1] - This significant reduction in power consumption is crucial for operational cost efficiency in data centers [1] Renewable Energy Integration - Space solar power stations can achieve over 8000 hours of annual generation through optimal deployment, which substantially lowers electricity costs [1] - The combined deployment of space data centers and space solar power stations, utilizing high-energy lasers for power transmission, is seen as a promising solution to address energy consumption issues in computing [1] - This approach is expected to unlock the growth ceiling for computing power, marking a new trend in the future development of artificial intelligence [1]

Core Insights - The cooling system failure at CyrusOne's data center in Aurora, Illinois, led to significant disruptions in trading activities at the Chicago Mercantile Exchange (CME), highlighting vulnerabilities in critical financial market infrastructure [1][2] - The CME had previously outsourced the operation of this data center to CyrusOne after selling it in 2016, which raises concerns about the risks associated with outsourcing essential operations [3][4] - The incident has drawn attention to the role of private equity firms in the data center sector, particularly following the acquisition of CyrusOne for approximately $11.4 billion by KKR & Co. and Global Infrastructure Partners [5][6] Group 1: Data Center Operations - The Aurora data center, established by CME in 2009, has become a crucial hub for electronic trading, processing a nominal trading volume of at least $25 trillion daily [1][2] - High-frequency traders have invested heavily in proximity to this data center to minimize trading delays, indicating its strategic importance in the financial ecosystem [2] Group 2: Outsourcing and Risks - CME's decision to sell the data center and lease it back for 15 years reflects a broader trend of outsourcing critical infrastructure, which can introduce operational risks [3][4] - CyrusOne's business model focuses on securing large clients like CME, emphasizing its reputation as a significant player in the data center industry [4] Group 3: Design and Operational Concerns - The cooling system failure has raised questions about the design and redundancy measures in place at the data center, as it was expected to have additional cooling units to prevent such failures [6][7] - Despite having a disaster recovery plan that included a backup data center in New York, CME opted to restart operations in Aurora based on the belief that the cooling issue would be resolved quickly [7] Group 4: Market Dynamics - The surge in demand for data centers, driven by trends like artificial intelligence, has attracted private equity interest, as seen in the acquisition of CyrusOne [5][6] - The incident underscores the critical nature of data centers in global trading and the potential implications of operational failures on market stability [1][2]

Core Insights - The recent trading disruption at CME Group highlights the critical issue of cooling systems in data centers, which can significantly impact global markets [1] Group 1: Incident Overview - On November 27, CME Group's trading platform experienced a multi-hour outage affecting trillions of dollars in contracts across various asset classes due to a cooling system failure at its Aurora, Illinois data center [1] - The cooling system failure was attributed to a malfunction in a chiller unit, which impacted multiple cooling units, leading to market turmoil [1] - CyrusOne, the operator of the data center, stated that the incident was caused by a "simple" physical failure, emphasizing the vulnerability of data centers to such issues [1] Group 2: Data Center Cooling Challenges - Data centers consume significantly more energy than typical office buildings, with energy consumption per square foot being 50 times higher, leading to substantial waste heat generation [5] - Traditional cooling methods using air are being increasingly replaced by liquid cooling systems due to the higher heat output from AI-related workloads, although these systems are more complex and costly [6] - The reliance on cooling systems raises concerns about water resource consumption, particularly in water-scarce regions, as data centers require substantial water for cooling [6] Group 3: Consequences of Overheating - Overheating in data centers can result in data loss, damage to expensive server components, and service interruptions, similar to recent outages experienced by other digital infrastructure providers [8] - Despite investments in redundancy measures, such as backup generators and additional cooling units, the complexity of systems can still lead to unavoidable disruptions [8] Group 4: CME Incident Analysis - The CME trading platform is located in a CyrusOne-operated facility in Aurora, which reportedly has advanced cooling technology and additional cooling units to mitigate failures [9] - Following the incident, CyrusOne deployed temporary cooling equipment while working to restore full cooling capacity [9] - The effectiveness of the redundant cooling systems during this incident remains unclear, raising questions about their reliability [9]

近日，北京市科委、中关村管委会等单位召开"智绘星空胜算在天——太空数据中心建设工作推进会"， 宣布北京拟在700公里至800公里晨昏轨道建设运营超过千兆瓦(GW)功率的集中式大型数据中心系统， 以实现将大规模AI算力搬上太空。 建设拟分为三个阶段：2025年至2027年，突破太空数据中心能源与散热等关键技术，迭代研制试验星， 建设一期算力星座，实现"天数天算"应用目标；2028年至2030年，突破太空数据中心在轨组装建造等关 键技术，降低建设与运营成本，建设二期算力星座，实现"地数天算"应用目标；2031年至2035年，卫星 大规模批量生产并组网发射，在轨对接建成大规模太空数据中心，支持未来"天基主算"。 业内普遍认为，"算力上天"是大势所趋。从行业发展来看，算力正在加速渗透各行业各领域，规模随之 持续提升。据《2025年中国人工智能计算力发展评估报告》，2025年中国智能算力规模将达 1037.3EFLOPS，同比增长43%；通用算力规模预计达85.8EFLOPS，同比增长20%。总体来看，2023年 至2028年中国智能算力规模和通用算力规模的复合增长率预计达46.2%和18.8%。 算力需求的激增直接推 ...

Core Viewpoint - Data Port (603881.SH) announced that Ningbo Ruixin plans to reduce its holdings by up to 21,551,308 shares, representing 3.00% of the company's total share capital [1] Summary by Categories Share Reduction Plan - Ningbo Ruixin intends to reduce its stake through centralized bidding and block trading methods, with a maximum of 7,183,769 shares (1.00% of total share capital) to be sold via centralized bidding and 14,367,539 shares (2.00% of total share capital) through block trading [1] - The reduction period will commence fifteen trading days after the announcement of the reduction plan and will last for three months [1] Trading Restrictions - The total number of shares reduced through centralized bidding within any consecutive 90-day period shall not exceed 1.00% of the company's total shares [1] - Similarly, the total number of shares reduced through block trading within any consecutive 90-day period shall not exceed 2.00% of the company's total shares [1] Adjustments for Corporate Actions - If there are any corporate actions such as dividends, stock splits, capital reserve transfers, or rights issues during the reduction period, the number of shares to be reduced will be adjusted accordingly [1] - The price for the shares to be reduced will be determined based on market prices [1]

Core Viewpoint - The company has announced its participation in the Guotai Haitong Industrial Fund to expand its investment in various sectors including optical communication, data centers, automotive electronics, and robotics [1] Investment Details - The company will invest 35.4 million RMB as a limited partner in the Guotai Haitong Zhongji Xuchuang Technology Equity Investment Fund (Kunshan) [1] - The investment is made in collaboration with Guotai Junan Innovation Investment Co., Ltd., Jiangsu Qianrong Capital Management Co., Ltd., and other limited partners [1] Fund Registration - The fund has completed the registration and filing procedures as per relevant laws and regulations, with the fund name officially registered as Guotai Haitong Zhongji Xuchuang Technology Equity Investment Fund (Kunshan) [1] - The fund's registration number is SBKE21 [1]