J P M O R G A N Asia Pacific Equity Research 03 December 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Asia Power Equipment Stephen Tsui, CFA AC (852) 2800-8592 stephen.tsui@jpmorgan.com Vento Suen (852) 2800-8546 vento.suen@jpmorgan.com Alan Hon Expe ...

Round Rock, Texas, Dec. 05, 2025 (GLOBE NEWSWIRE) -- Leaders from Korea and Central Texas gathered in Taylor last month to mark the groundbreaking of the Gradiant Technology Park (GTP), a 212-acre industrial park that its backers say will become a cornerstone of the next generation of industry in the region. CEO Kim The event featured remarks from GTP Chairman Kihyung Lee and Incheol “Charles” Kim, the CEO of iMarketAmerica, the developer of GTP (https://gradiant-technology-park-2f18.brandcast.io/), as wel ...

VANCOUVER, British Columbia, Dec. 04, 2025 (GLOBE NEWSWIRE) -- DMG Blockchain Solutions Inc. (TSX-V: DMGI) (OTCQB US: DMGGF) (FRANKFURT: 6AX) ("DMG"), a leading vertically integrated blockchain and data center technology company, announces an update to its Christina Lake site AI development strategy. The Company had provided guidance for a gradual transition of its Christina Lake data center facility from Bitcoin mining to Artificial Intelligence (AI) that would span several years. It now believes the best ...

calls of the day. Robin Hood target goes to 172 today from 145. It got reiterated outperformed that at Mazouo.So that's some nice upside there. Joe, you own that name. >> Nice technical formation as well.Today's first day back above the 50-day moving average. It held the 200 day moving average down below at 102. I think really all you need is for cryptocurrencies to stabilize, not continue the rate of decline that they've seen.And there's some out there that are suggesting that might be unfolding. I'm not s ...

Summary of Flex's Earnings Call Company Overview - **Company**: Flex - **Industry**: Data Center and Power Solutions Key Points Financial Performance - Flex reported an expected revenue of **$6.5 billion** from the data center segment for the current fiscal year, representing **25%** of total revenue, with a projected growth rate of **35%** for fiscal 2026 [4][5][7] - The power business generated **$1.3 billion** in revenue for fiscal 2025 [9][10] Data Center and Power Business - Flex's data center business includes compute integration, power development for chips, cooling solutions, and auxiliary cooling systems [5][6] - The growth in the data center market is driven by increasing power demands from chips and advancements in cooling technologies [7][8] - The embedded power business is a significant growth area due to the rising power consumption of chips [7][16] Technology Trends - The industry is moving towards **800-volt** technology to meet the increasing power demands of data centers, with Flex currently validating a **400-volt** product [17][19][22] - Flex is focusing on providing integrated solutions that combine power supply units, bus bars, and rack systems, leading to increased revenue per megawatt [23][24] Modular Solutions - Flex has been developing **PowerPods** to streamline installation and reduce deployment times for data centers [25][27][28] - The company is expanding its modular solutions to include IT and cooling pods, enhancing the speed and efficiency of installations [27][29] Utility Market and Acquisitions - The acquisition of **Crown Technical** in 2024 has strengthened Flex's presence in the utility market, particularly in modular systems [33][35] - Flex is expanding its utility business, which is expected to grow alongside the data center segment [37][38] Capacity and Demand - Flex is currently unable to meet demand and is investing in capacity expansions across multiple facilities in the U.S. and Mexico [40] - The company is strategically focusing on high-growth markets such as data centers and utilities while being selective about other sectors [57][58] Competitive Landscape - Flex believes it has a strong competitive position due to its local capabilities and integrated solutions, despite competition from various players in the market [52][54][55] Partnerships and Collaborations - Flex has partnered with **LG** to enhance its cooling solutions, providing a complete cooling stack for data centers [44][45] - The company is focused on maintaining around **80%** of its capabilities internally while leveraging partnerships for complementary technologies [48] Future Outlook - Flex anticipates continued growth driven by the demand for data centers and power solutions, with a focus on productivity improvements through AI and automation [63][64] - The company expects to maintain strong operating margins, supported by growth in high-margin areas and internal productivity initiatives [67][68]

Core Scientific, Inc. is a leading provider of blockchain infrastructure and digital asset mining services in North America, operating a network of advanced data centers. The company leverages proprietary technology and large-scale facilities to optimize mining efficiency and deliver robust hosting solutions to institutional clients. Its integrated business model and focus on operational scale position it as a key player in the evolving digital asset infrastructure market.The company operates a dual busines ...

● 本报记者罗京 《若干措施》提出要构建全省算力一体化服务体系。建成全省一体化算力资源公共服务平台，统筹省内 算力资源分配和共享。加快融入全国一体化算力网，推进与国家枢纽节点互联互通，深化闽宁算力联 动，加强与长三角、粤港澳大湾区等地的算力资源对接与引流，探索面向港澳台、东南亚的算力出海模 式。 在算力网络传输方面，《若干措施》鼓励规划建设城市算力网，升级扩容海底光缆，探索算力出海专网 服务，加快网络技术研发部署，打造市域1ms、省域5ms、到粤港澳及长三角枢纽10ms、全国20ms四级 时延圈。提出重点应用场所OTN覆盖率指标。 《若干措施》提出要促进云计算、边缘计算协同发展，打造"中心云+边缘云+端设备"的多层次算力调 度架构体系；推进算力与绿色电力融合，鼓励省内数据中心申报国家绿色数据中心，推广支持节能降温 新技术应用，推进技术改造，探索算电协同、绿电直连和数电联营新模式。 《若干措施》提出，到2027年底，全省公共算力规模达到12EFLOPS以上，谋划建设一批中型算力基础 设施项目，推动智算中心提升国产化率。新建及改扩建数据中心电能利用效率(PUE)降至1.25以内，数 据中心整体上架率不低于65%， ...

《若干措施》提出要构建全省算力一体化服务体系。建成全省一体化算力资源公共服务平台，统筹省内 算力资源分配和共享。加快融入全国一体化算力网，推进与国家枢纽节点互联互通，深化闽宁算力联 动，加强与长三角、粤港澳大湾区等地的算力资源对接与引流，探索面向港澳台、东南亚的算力出海模 式。 在算力网络传输方面，《若干措施》鼓励规划建设城市算力网，升级扩容海底光缆，探索算力出海专网 服务，加快网络技术研发部署，打造市域1ms、省域5ms、到粤港澳及长三角枢纽10ms、全国20ms四级 时延圈。提出重点应用场所OTN覆盖率指标。 《若干措施》提出要促进云计算、边缘计算协同发展，打造"中心云+边缘云+端设备"的多层次算力调 度架构体系；推进算力与绿色电力融合，鼓励省内数据中心申报国家绿色数据中心，推广支持节能降温 新技术应用，推进技术改造，探索算电协同、绿电直连和数电联营新模式。 ● 本报记者 罗京 福建省发展和改革委员会网站12月1日发布消息，福建省数据管理局、省工业和信息化厅、省通信管理 局近日联合印发《福建省有序推进算力基础设施发展若干措施》。《若干措施》明确，鼓励规划建设城 市算力网，升级扩容海底光缆，探索算力出海专网 ...

Core Insights - AMD has announced an expanded collaboration with HPE to accelerate the development of open, scalable AI infrastructure using AMD's advanced computing technologies [2][4] - The new AMD "Helios" rack-scale AI architecture will be adopted by HPE, integrating specialized networking solutions for enhanced performance [7][9] - The "Helios" platform is designed to deliver up to 2.9 exaFLOPS of FP4 performance per rack, utilizing AMD's latest hardware and software technologies [5][6] Collaboration Details - HPE will leverage AMD's "Helios" architecture to provide cloud service providers with faster deployment and greater flexibility in scaling AI computing [4][9] - The partnership aims to redefine high-performance computing capabilities, focusing on open standards to foster innovation [4][8] Technical Specifications - The "Helios" platform combines AMD EPYC CPUs, AMD Instinct GPUs, and advanced networking technologies to create a cohesive system optimized for AI workloads [3][5] - The system is built on the OCP Open Rack Wide design, facilitating streamlined deployment for demanding AI applications [6][7] Future Developments - HPE plans to offer the AMD "Helios" AI Rack-Scale Architecture globally in 2026, enhancing AI capabilities for various industries [7][9] - A new supercomputer named "Herder," powered by AMD technologies, will be deployed at the High-Performance Computing Center Stuttgart in Germany, expected to enhance HPC and AI research [8][10]

Iren, a data center firm focused on artificial intelligence and high-performance computing, is seeking to raise $2 billion across two convertible bond issues https://t.co/ZSo9ljckBb ...