2月27日午后，算力租赁板块延续强势，截至发稿，同标的费率最低一档云计算ETF华夏（516630）涨 幅为1.33%，成分股云天励飞20cm涨停，拓维信息涨停，云赛智联、润和软件、汉得信息等股跟涨。 消息面上，据智通财经，近日欧洲最大的数据中心运营商及云服务商之一Hetzner宣布，由于IT多个领 域成本大幅上涨，公司将于4月1日起调高全线产品及服务报价，包括云服务、专用服务器、存储及负载 均衡器等。本次调价将影响其位于欧洲、美国和新加坡数据中心的新订单及现有订阅用户，德国及芬兰 地区的云服务价格根据配置等级不同，涨幅在30%到38%之间；美国地区的CCX专用vCPU云服务器价 格普遍上涨约30%。值得注意的是，这已是Hetzner本月第二次宣布提价，该公司于2月2日已调高专用服 务器的一次性设置费用。 中银证券最新研报指出，随着模型能力提升，智能体（Agent）与多模态应用进入深水区。算力涨价成 为新迹象，凸显供应瓶颈，算力产业链有望持续受益。 （文章来源：21世纪经济报道） 云计算ETF华夏（516630）聚焦国产AI软硬件算力，按中信二级行业分类，该指数计算机软件+云服务 +计算机设备合计权重高达84. ...

MARA Holdings, one of the largest publicly traded Bitcoin miners in the U.S., said Thursday it will team up with Starwood Property Trust to develop AI-focused data centers, sending its shares higher in after-hours trading. Under the agreement, MARA will work with Starwood to convert a portfolio of its U.S. Bitcoin mining sites, excluding those already held in third-party joint ventures, into hyperscale data center campuses, with projects structured on a site-by-site basis. The partnership will allow the tw ...

天风通信 | 润泽科技：AIDC&算力中心规模交付推动发展，国产算力空间广阔AIDC龙头紧抓机遇 润泽科技今日大涨+14%，公司AIDC+IDC+液冷领先，智算中心持续交付规模提升，同时算力业务持续布局推 进，受益国内大客户需求放量业绩高增动能强。 1、AIDC推动持续增长，算力业务有望带来增量。 1、AIDC推动持续增长，算力业务有望带来增量。 公司25年归母净利润高速增长，主要系发行公募REITs产生的非经常性 天风通信 | 润泽科技：AIDC&算力中心规模交付推动发展，国产算力空间广阔AIDC龙头紧抓机遇 润泽科技今日大涨+14%，公司AIDC+IDC+液冷领先，智算中心持续交付规模提升，同时算力业务持续布局推 进，受益国内大客户需求放量业绩高增动能强。 公司25年归母净利润高速增长，主要系发行公募REITs产生的非经常性损益所致；业务上，公司AIDC业务推动发 展，25年新增算力中心交付约220MW，且顺利交付行业领先的单体100MW智算中心，并推动液冷技术应用。 公司①储备在手能耗资源充沛行业领先；②单体AIDC规模行业领先；③体内算力业务或带来显著增量。 随着公司全国化布局的持续落地，终端客户结构 ...

TeraWulf (NasdaqCM:WULF) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsBrett Knoblauch - Managing Director and Head of Digital Asset ResearchJohn Larkin - Senior Vice President and Director of Investor RelationsMartin Toner - Managing Director, Institutional Equity ResearchNazar Khan - Co-Founder and Chief Technology OfficerPatrick Fleury - Chief Financial OfficerPaul Prager - Co-Founder, Chairman, and CEOConference Call ParticipantsChris Brendler - Senior Research AnalystDarren Af ...

TeraWulf (NasdaqCM:WULF) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsBrett Knoblauch - Managing Director and Head of Digital Asset ResearchJohn Larkin - Senior Vice President and Director of Investor RelationsMartin Toner - Managing Director, Institutional Equity ResearchNazar Khan - Co-Founder and Chief Technology OfficerPatrick Fleury - Chief Financial OfficerPaul Prager - Co-Founder, Chairman, and CEOConference Call ParticipantsChris Brendler - Senior Research AnalystDarren Af ...

TeraWulf (NasdaqCM:WULF) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker9Welcome to TeraWulf's fourth quarter and full year 2025 earnings conference call. At this time, all participants are on a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance throughout the conference, please press star 0 on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the conference over to your ...

Q4 2025 UPDATE Strategic Partnership to Accelerate Delivery of Cutting Edge Hyperscale, Enterprise and AI-Capable Digital Infrastructure NASDAQ: MARA MARA.COM FEBRUARY 26, 2026 Disclosure Investing in our securities involves a high degree of risk. Before making an investment decision, you should carefully consider the risks, uncertainties and forward-looking statements described under the heading "Risk Factors" in our most recent annual report on Form 10-K and any other periodic reports that we may file wit ...

Where Power Unlocks Compute Q4 & Full Year 2025 Update February 2026 522 MW Leased | ~$13B Contracted Revenue | 2.4 GW HPC Portfolio Geom Slide Title – 28 Franklin Gothic Med Header – 14 Franklin Gothic Book Content Text – 14 Franklin Gothic Book Chart Content – 10 RGB 33 – 40 – 64 20 – 135 – 211 129 – 200 – 255 205 – 217 – 225 74 – 88 – 135 Outline: black, ½ pt. 255 – 177 – 0 1 SAFE HARBOR STATEMENT This presentation is for informational purposes only and contains forward-looking statements within the mean ...

EASTON, Md., Feb. 26, 2026 (GLOBE NEWSWIRE) -- TeraWulf Inc. (Nasdaq: WULF) (“TeraWulf” or the “Company”), a leading owner and operator of vertically integrated digital infrastructure, today announced that it will host a lender construction update call for its wholly owned subsidiary, WULF Compute. The call will be hosted by John Larkin, Head of Investor Relations, Patrick Fleury, CFO, Nazar Khan, CTO and Sean Farrell, COO, and will begin at 8:00 a.m. ET on Wednesday, March 4, 2026. In addition to the Inves ...

Core Viewpoint - MARA Holdings, Inc. has entered a strategic partnership with Starwood Capital Group to develop next-generation digital infrastructure, aiming to deliver approximately 1 gigawatt of near-term IT capacity with a pathway to over 2.5 gigawatts [1][2][3] Group 1: Partnership Details - The partnership will involve joint development, financing, and operation of digital infrastructure projects across MARA's existing power-rich portfolio [2] - Starwood Digital Ventures will lead the design, development, tenant sourcing, construction, and facility operations, while MARA will provide dedicated energy-advanced data center sites [2][3] - The collaboration is expected to accelerate the buildout of digital infrastructure, enhancing project-level economics through Starwood's investment expertise [2][3] Group 2: Strategic Advantages - MARA's sites provide predictable access to energy at scale, which is crucial for customers needing capacity certainty for diverse workloads [3][4] - The partnership will prioritize sites with low-cost energy access and strong interconnection positions, allowing for flexibility in operations between Bitcoin mining and AI compute [5] - This flexibility is anticipated to create upside for both partners and support long-term growth [5] Group 3: Company Background - MARA focuses on deploying digital energy technologies to transform excess energy into digital capital, balancing the grid and advancing critical infrastructure [9] - Starwood Capital Group manages over $125 billion in assets and has a significant presence in the data center development sector, with a strong portfolio and investment capabilities [10][11] - Starwood Digital Ventures specializes in digital infrastructure investment, leveraging a team with extensive data center expertise [12]