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【大佬持仓跟踪】数据中心+业绩增长,公司二季度单季业绩创新高,数据中心订单实现重要增长
财联社· 2025-08-28 05:13
数据中心+业绩增长,二季度单季业绩创新高,数据中心订单实现重要增长,提供AI服务器、 DDR和企业SSD等场景产品方案,细分产品市场份额全球第三,这家公司开发生产多种变压器 产品。 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考,将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 前言 ...
GIGA-42 Signs MoU for Hyperscale AI Data Centre in Iceland
Globenewswire· 2025-08-27 15:01
Group 1 - Global InterConnection Group Limited has formed a joint venture named GIGA-42 Holdings Limited [1] - GIGA-42 has signed a Memorandum of Understanding with Norðurþing Municipality in Iceland [1] - The collaboration aims to develop a large-scale, AI-optimised data centre at Bakki, Húsavík [1]
X @Bloomberg
Bloomberg· 2025-08-27 14:10
The soaring use of AI means a greater demand for data centers. Startups are beginning to explore the possibility of building those facilities in space https://t.co/lr5tVBZLf2 ...
BluSky AI Inc. and Lilac Sign Letter of Intent to Launch Strategic GPU Marketplace Partnership
Globenewswire· 2025-08-26 13:42
Salt Lake City, Aug. 26, 2025 (GLOBE NEWSWIRE) -- BluSky AI Inc. (OTCID: BSAI) (“BluSky AI” or the “Company”), Headquartered in Salt Lake City, Utah, BluSky AI Inc. is a Neocloud purpose-built for artificial intelligence through rapidly deployable SkyMod data centers. SkyMods are next-generation, scalable AI Factories. As a provider of GPU-as-a-Service, today announced the signing of a Letter of Intent (LOI) with Lilac, a next-generation GPU marketplace platform. This agreement marks the beginning of a stra ...
Prediction: 2 Stocks That'll Be Worth More Than Berkshire Hathaway 5 Years From Now
The Motley Fool· 2025-08-26 08:40
These two megacap stocks have Berkshire Hathaway in their sights.Berkshire Hathaway (BRK.B -0.56%) (BRK.A -0.64%) is a legendary stock with decades of above-average performance. Yet, even legends can fade. And, in recent years, it seems as though more and more stocks are surpassing Berkshire's market cap.For example, 10 years ago, Berkshire's market cap stood at around $330 billion. There were only a few American companies with a higher market cap: Apple ($640 billion), Alphabet ($420 billion), and Microsof ...
X @Bloomberg
Bloomberg· 2025-08-25 19:55
The market for securities backed by various digital infrastructure — including data centers — could grow about 46% by the end of next year to roughly $115 billion, according to Bank of America https://t.co/ddIATSd81Z ...
Super Micro Computer Stock Hasn't Priced in Growth Yet
MarketBeat· 2025-08-25 18:04
Super Micro Computer TodaySMCISuper Micro Computer$44.76 +0.88 (+2.00%) 52-Week Range$17.25▼$66.44P/E Ratio27.01Price Target$44.75Add to WatchlistSpeculation and news headlines aside, there is a pretty simple way for investors to know whether a stock has priced in its future growth yet or not, creating a reliable manner to measure whether they should stay invested in a company through the hard times or whether it is time to liquidate and go hunting for the next best deal. This can all be done with a single ...
X @Bloomberg
Bloomberg· 2025-08-25 17:50
Saudi Arabia’s new artificial intelligence company, Humain, has broken ground on its first data centers in the kingdom and plans to have them up and running in early 2026 with the use of semiconductors imported from the US https://t.co/KyLnlL2Jjw ...
Sify Infinit Spaces Limited announces the appointment of Dr Tom Bradicich as Independent Director to its Board
Globenewswire· 2025-08-25 15:23
CHENNAI, India, Aug. 25, 2025 (GLOBE NEWSWIRE) -- The Board of Sify Infinit Spaces Limited (SISL), a subsidiary of Nasdaq listed Sify Technologies Limited (Nasdaq: Sify), today announced the appointment of Dr. Tom Bradicich as an Independent Director to its Board. Dr. Bradicich presently serves as an Independent Director on the Board of Parent Company, Sify Technologies Limited and previously served on the board of Aspen Technology (AZPN). Dr. Bradicich’s professional career was spent in global leadership r ...
【公告全知道】液冷服务器+数据中心+人形机器人+稀土永磁!公司有液冷全套解决方案
财联社· 2025-08-25 15:12
Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, focusing on significant stock market events such as suspensions, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers, with key announcements marked in red to assist investors in identifying investment hotspots and mitigating potential black swan events [1] - A company is noted for providing a complete liquid cooling solution, primarily serving intelligent computing centers, indicating a strong position in the data center market [1] - Another company has established a project team for humanoid robot connectors, integrating optical modules and copper cables for high-speed connections, suggesting a focus on advanced technology and military applications [1] - A third company has reported a nearly 23-fold year-on-year increase in net profit for the first half of the year and has formed a strategic partnership with Zhiyuan Robotics, emphasizing its growth in computing power and robotics [1]