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莲花紫星算力项目缩水超9成;某国产全功能GPU性能对标H100;芯片公司40亿建智算中心;华东大厂购入GB200丨算力情报局
雷峰网· 2025-07-17 13:16
某国产全功能GPU新一代产品性能曝光,实测性能对标H100 国产AI芯片企业上市在即,产品性能成为上市博弈的核心竞争要素。雷峰网获悉,第三方机构对某国产全 功能GPU与英伟达H100开展性能对比测试。 数据显示,该产品实测算力约为英伟达H100的60%-70%。在Llama2-7B预训练、Qwen2.5VL-7B微调 及Llama3-8B训练任务中,该产品的单位计算效率均优于H100。 在基础模型支撑能力方面,该产品在 ResNet-50 v1.5图像分类识别任务中计算效率超H100,在Mask R-CNN目标识别训练中与H100性能持 平。 国产AI芯片公司的产品性能到底"多能打" ?欢迎添加微信 YONGGANLL6662 交流探讨。 大模型及基础模型训练任务单位计算效率对比(实测性能吞吐/实测算力) 基础模型支撑能力(单位算力下的计算效率/FP16) 图像分类识别 (ResNet-50 v1.5) 目标识别训练(Mask R-CNN) ■ NVIDIA H100 ■ 某国产全功能GPU 大模型及基础模型训练任务性能对比 大模型支撑能力(单位:tokens/s/gpu) 大模型预训练(Llama3 - 8 ...
Equinix Appoints Arquelle Shaw as President, Americas
Prnewswire· 2025-07-17 12:01
REDWOOD CITY, Calif., July 17, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, has appointed Equinix veteran Arquelle Shaw as President, Americas, effective immediately. In this role, Arquelle is responsible for the management, strategy and growth of Equinix in the Americas region, shortening the path for customers and partners to harness digital innovation and global connectivity in today's fast-changing technology landscape. Arquelle Shaw, President, Ame ...
Digi Power X Acquires Supermicro NVIDIA B200 Systems to Launch Tier 3 NeoCloud AI Infrastructure
Globenewswire· 2025-07-17 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, July 17, 2025 (GLOBE NEWSWIRE) -- Digi Power X Inc. (“Digi Power X” or the “Company”) (NASDAQ: DGXX / TSXV: DGX), a next-generation AI and digital infrastructure company, today announced the execution of a definitive purchase order with Super Micro Computer, Inc. (“Supermicro”) (NASDAQ: SMCI) to supply NVIDIA B ...
Hyperscale Data Announces Preliminary Q2 2025 Revenue of $25.8 Million, Up 45% Year-over-Year
Globenewswire· 2025-07-17 10:59
Core Insights - Hyperscale Data, Inc. reported preliminary revenue of $25.8 million for Q2 2025, marking a 45% increase from $17.8 million in the same period last year [1] - The company reaffirms its full-year revenue guidance for 2025, projecting between $125 million and $135 million [1][3] - The anticipated reconsolidation of Gresham Worldwide is expected to significantly enhance revenue, contributing approximately $10 million in Q4 2025 and an additional $40 million on a pro forma basis for the full year if consolidated from January 1, 2025 [3][4] Financial Performance - Preliminary revenue for the first half of 2025 totaled $50.8 million [1] - The company has reduced its debt by over $20 million year-to-date, improving liquidity [4] - The pro forma total revenue, assuming Gresham's consolidation, could reach between $155 million and $165 million [3] Strategic Developments - The growth in Q2 was driven by commercial lending and trading activities, demand for electronic power solutions, and improved performance of hotel assets [4] - The company is focusing on high-margin software expansion, including blockchain infrastructure and decentralized applications, expected to generate recurring revenue starting late 2025 [4] - Hyperscale Data is preparing to advance the development of a 617,000 square-foot AI data center in Michigan [4] Business Outlook - The company expects to divest Ault Capital Group, Inc. by December 31, 2025, transitioning to solely operating data centers [7] - The fintech sector is showing signs of recovery, with new AI-powered features under development for lending and trading applications [4] - The reconsolidation of Gresham Worldwide is anticipated to occur by October 1, 2025, enhancing the company's revenue profile [4]
Vertiv To Acquire Custom Rack Solutions Manufacturer
Prnewswire· 2025-07-17 10:30
Acquisition positioned to strengthen leadership in high-density integrated infrastructure offeringsCOLUMBUS, Ohio, July 17, 2025 /PRNewswire/ -- Vertiv (NYSE: VRT), a global provider of critical digital infrastructure, today announced it has entered into an agreement to acquire the Great Lakes Data Racks & Cabinets family of companies (collectively "Great Lakes") for $200 million. Great Lakes is recognized for designing and manufacturing innovative, highly customized data rack enclosures and other integrate ...
南方万国数据中心REIT成功完成公开发售
Zheng Quan Ri Bao Wang· 2025-07-17 06:45
本次发行获得市场热烈追捧,公众投资者有效认购倍数达456倍,网下投资者有效认购倍数达166倍。由 于认购踊跃,公众投资者发售部分提前结束募集,充分体现了投资者对优质数字基建资产的高度认可。 南方万国数据中心REIT预计将于今年8月初在上海证券交易所正式挂牌交易。 本报讯(记者李春莲)7月16日,中国领先的高性能数据中心运营商万国数据控股有限公司(以下简称"万国 数据",纳斯达克:GDS;港交所:9698)宣布,南方万国数据中心封闭式基础设施证券投资基金(以下 简称"南方万国数据中心REIT",基金代码:508060)成功完成公开发售,总募集资金达24亿元人民币。 作为全国首批、上交所首单落地的新型基础设施REITs项目,南方万国数据中心REIT的成功发售具有里 程碑意义。该产品的成功发行,不仅开创了民营资本参与公募REITs的新模式,更构建了完整的"募投管 退"闭环,为盘活数字基建领域的存量资产提供了可复制的解决方案。 万国数据董事长兼首席执行官黄伟表示:"南方万国数据中心REIT的成功发售,标志着公司在资本战略 创新方面取得重大突破。这不仅是对万国数据优质资产和运营能力的肯定,更为数字基建行业的资产证 券化 ...
全球智慧 全链驱动“维谛技术AIDC技术研讨会华东站”见证未来无限可能
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-07-17 04:49
AI技术狂飙突进,算力集群正迈入兆瓦级时代。在AI应用中,算力扮演着"发动机"的角色,谁能解决算 力需求问题,谁就能在AI赛道上取得先机。 中国智算市场产业发展深度分析 中国智算中心正加速发展,算力规模扩大、结构优化且布局更趋协同,但面临用电增速过快、应用落地 难等挑战。通过算电协同创新、构建全生命周期协同体系及完善多维度成熟度标准,可推动其向技术先 进、供需匹配、绿色低碳、安全可靠方向高质量发展,支撑数字经济与能源经济协同转型。 王月 中国信通院云大所数据中心部副主任 Powering the AI Future 随着智算中心机柜功率密度的急剧提升,供电链面临容量、散热和可靠性的严峻挑战,同时工作负载特 有的功率波动需要对服务器内部的电源转换器进行优化管理,以提高效率、增强动态响应并实现精细调 控。Vertiv结合众多实际应用案例,有效应对这些高密度供电和AI负载管理带来的核心挑战。 7月11日,一场汇聚行业精英、探索智慧未来的盛会——"全球智慧 全链驱动——维谛技术AIDC技术研 讨会华东站"在杭州璀璨启幕。 研讨会齐聚信息通信研究院、设计院、运营商等多个领域专家,聚焦智算市场发展趋势和AI应用场 景,集 ...
VRT vs. GNRC: Which Data Center Infrastructure Stock Has an Edge Now?
ZACKS· 2025-07-16 18:01
Key Takeaways VRT's Q1 sales jumped 24% Y/Y, with organic orders up 20%, driven by AI and edge computing demand. VRT's rich partner ecosystem and cooling innovations support expansion in high-performance AI data centers. GNRC unveiled 2.25-3.25 MW generators for data centers but faces macro pressures and tariff headwinds.Vertiv (VRT) and Generac Holdings (GNRC) are major players in the data center infrastructure market, providing critical infrastructure solutions for data centers and industrial environmen ...
Super Micro Stock May Benefit as Cooling Demand Takes Off
MarketBeat· 2025-07-16 17:37
Most companies in the technology sector are now beginning to recognize the importance of having the right footprint and infrastructure in place for their data center capacity. As the demand for artificial intelligence and cloud computing has skyrocketed and continues to rise, this has become an undeniable theme in the industry. Super Micro Computer TodaySMCISuper Micro Computer$52.41 -0.76 (-1.43%) 52-Week Range$17.25▼$90.40P/E Ratio27.58Price Target$42.11Add to WatchlistFor this reason, making the cost of ...
X @Ansem
Ansem 🧸💸· 2025-07-16 17:02
RT Duncan (@FloodCapital)$GLXY is my largest position, take a minute to read why, I think $100/share is on the table in the next few years and there is ample liquidity to size into this.Here is a short summary of why I believe $GLXY is such a sleeper and significantly undervalued/misunderstood by the market. Myself and some of the @Delphi_Digital guys @3xliquidated @KSimback are working on a more formal report which will dive way deeper but here is a teaser:@novogratz's @galaxyhq is quite a complex business ...