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Jet.AI and Consensus Core Announce Plans for Multi-Billion Dollar (1.5 GW) AI Data Center Joint Venture in Canada
GlobeNewswire News Room· 2025-04-30 12:30
LAS VEGAS, April 30, 2025 (GLOBE NEWSWIRE) -- Jet.AI Inc. (“Jet.AI” or the “Company”) (Nasdaq: JTAI), a company transitioning to a pure-play artificial-intelligence (“AI”) data-center enterprise, announced the signing of a Letter of Intent (“LOI”) to form a joint venture (the “Joint Venture” or “JV”) with Consensus Core Technologies Inc. (“Consensus Core”), a Vancouver-based provider of high-performance GPU infrastructure and AI cloud services. The JV will pursue development of two hyperscale data-center ca ...
Public Statement on Strategic Partnership
Globenewswire· 2025-04-29 18:06
Global InterConnection Group Ltd and Scale42 are pleased to announce they are in advanced discussions for the creation of a joint venture focused on the development of integrated digital and energy infrastructure including sub-sea data cables and data centres. Please see the full press release attached. Attachment 20250429 RNS - Public Statement on Strategic Partnership. FINAL ...
Apollo Funds to Acquire Pan-European, Highly Interconnected Colocation Data Center Business from STACK Infrastructure, a portfolio company of Blue Owl Digital Infrastructure
Globenewswire· 2025-04-29 07:00
Core Viewpoint - Apollo has agreed to acquire the European colocation business developed and managed by STACK Infrastructure in a carve-out transaction, aiming to leverage its expertise and resources to accelerate growth in the data center sector [1][3]. Company Overview - The Company consists of seven data center assets located in five key European markets: Stockholm, Oslo, Copenhagen, Milan, and Geneva, catering to a diverse range of blue-chip enterprise clients including telecommunications carriers, IT services companies, and financial institutions [2]. Strategic Intent - The CEO of the Company expressed enthusiasm about partnering with Apollo to enhance growth as a standalone entity, emphasizing the potential to capitalize on industry tailwinds and deliver greater value to stakeholders [3]. - Apollo's partner highlighted the strong demand for data center infrastructure, particularly for high-quality, interconnected colocation businesses, viewing this acquisition as a long-term growth opportunity [3]. Operational Focus - STACK EMEA's CEO noted the establishment of a dedicated enterprise colocation business unit to meet the specialized needs of the hyperscale sector while ensuring continued support for former enterprise colocation clients [3]. - The management team and all employees from the EMEA colocation business are expected to transition with the Company, which will undergo rebranding and will no longer use the STACK Infrastructure name [3]. Transaction Details - The acquisition is subject to certain closing conditions, including regulatory approvals, with Latham & Watkins LLP serving as legal counsel to the Apollo Funds [4].
技术驱动与绿色转型双轮并进,润泽科技一季报稳健增长
Zheng Quan Shi Bao Wang· 2025-04-29 04:08
Core Insights - The company reported a revenue of 1.198 billion yuan and a net profit of 430 million yuan for Q1 2025, indicating healthy financial metrics [1] - As a leading provider of intelligent computing infrastructure in China, the company is leveraging technological innovation and green development to build a future-oriented computing foundation [1] - The company has established seven AIDC intelligent computing clusters across key economic regions, with all delivered and upcoming computing centers having secured production orders, expected to be operational by 2025 [1] Technological Developments - The company is deepening the commercialization of liquid cooling technology, having delivered the industry's first fully liquid-cooled green computing center in 2023 [1] - The Power Usage Effectiveness (PUE) of the liquid-cooled computing centers has been reduced to approximately 1.15, showcasing significant energy efficiency [1] - The company is enhancing energy-saving renovations in existing computing centers and has achieved industry-leading PUE levels in its Langfang park, supporting AI model training with reliable and efficient computing infrastructure [1] Green Development Strategy - The company is actively promoting a "low-carbon green" process for its computing centers, with its A-7 and A-18 centers recognized as national green data centers due to their excellent energy-saving performance [2] - In 2024, the company completed a total of 800 million kilowatt-hours in green electricity transactions, emphasizing its commitment to energy-saving technology research and green transformation [2] Strategic Expansion - The company's strategic layout in Hainan Free Trade Port aligns with national policies, as the State Council approved the establishment of cross-border e-commerce comprehensive pilot zones in Hainan and other cities [3] - The company is constructing an intelligent computing infrastructure cluster in Danzhou, Hainan, with a planned capacity of approximately 30,000 cabinets, aimed at enhancing cross-border operations [3] - This initiative supports the digital economy development directive outlined in the Hainan Free Trade Port construction plan and lays the groundwork for the company to expand into overseas markets [3]
数据中心热潮没有消退,但巨头们确实按了“暂停键”
硬AI· 2025-04-29 00:18
点击 上方 硬AI 关注我们 硬·AI 作者 | 张雅琦 市场需求并非撤退,而是"暂时的暂停"。根据麦肯锡公司最新的模型预测(不包括关税影响), 未来五到七 年数据中心市场预计将保持20%至25%的增长范围,但逐年之间增长率会有波动。 "增长不会是线性的,"麦肯锡高级合伙人Pankaj Sachdeva表示,他研究数据中心发展并预计会有起伏。 分析指出,AI整体资本支出依然强劲,市场需求并非撤退,而是"暂时的暂停"。根据麦肯锡的预测,未来五到七年数据中 心市场预计将保持20%至25%的增长范围,但逐年之间增长率会有波动。 编辑 | 硬 AI 当微软上个月取消了在俄亥俄州的数据中心计划,加之报道称亚马逊云服务正在撤销部分人工智能数据中 心项目,市场迅速陷入了对数据中心热潮是否已经结束的焦虑。 然而,担忧或许过头了,有迹象显示,AI整体资本支出依然强劲。 "我们继续看到AI部署在数据中心市场加速扩展,强劲的需求信号强化了我们对近期和长期增长的信 心,"总部位于俄亥俄州的数据中心供应商Vertiv的CEO Giordano Albertazzi在上周的财报电话会议上表 示。该公司股价上周上涨了22%。 01 科技巨 ...
通用算力相对过剩 智能算力相对短缺 中国算力市场的成长烦恼
Shang Hai Zheng Quan Bao· 2025-04-28 20:33
Core Insights - The Chinese computing power market is experiencing a structural imbalance characterized by both surplus and shortage, with general computing power being relatively overabundant while intelligent computing power is in short supply [3][4][6]. Group 1: Market Dynamics - Several listed companies have announced winning bids for data center projects or signed computing power service contracts, indicating ongoing demand in the market [2][4]. - Major state-owned enterprises like China Mobile and China Telecom are significantly increasing their investments in computing power, with China Mobile planning a budget of 37.3 billion yuan for 2025, accounting for 25% of its total capital expenditure [5][4]. - The International Data Corporation (IDC) predicts that China's intelligent computing power will reach 1,037.3 EFLOPS by 2025 and 2,781.9 EFLOPS by 2028, reflecting a growing market scale [5][4]. Group 2: Structural Issues - The average rack utilization rate in China's IDC market is around 58%, indicating a significant amount of idle computing power [6]. - There is a notable disparity in computing power quality and regional distribution, with general computing power being overabundant in some areas while intelligent computing power is scarce, particularly in eastern regions where demand is high [6][7]. Group 3: Causes of Imbalance - The rapid growth and iteration of computing power demand, coupled with the transition from older to newer hardware, have led to mismatches in supply and demand [8]. - A lack of understanding among both buyers and sellers regarding the requirements and capabilities of intelligent computing centers has contributed to the imbalance [9][10]. - Some companies prioritize low costs in western regions for building computing centers, neglecting the necessary conditions for effective operation, which leads to mismatched resources [10]. Group 4: Future Outlook - The industry is expected to optimize and iterate on computing power scheduling, hardware, and supporting software to address the current challenges [11][14]. - The trend of "East Data West Computing" is emerging, where eastern data centers handle frequently accessed data while western centers manage less time-sensitive tasks [12]. - Domestic high-end computing hardware is accelerating in development, with companies like Huawei introducing competitive chips to fill the supply gap [13].
GDS Files 2024 Annual Report on Form 20-F
Globenewswire· 2025-04-28 13:00
SHANGHAI, China, April 28, 2025 (GLOBE NEWSWIRE) -- GDS Holdings Limited ("GDS Holdings", "GDS" or the "Company") (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high- performance data centers in China, today announced that it has filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 with the Securities and Exchange Commission (the "SEC") on April 28, 2025 U.S. Eastern Time. The annual report can be accessed on the Company's investor relations website at investors.g ...
部分国产芯片闲置率高达80%?智算中心建设“点刹”背后
3 6 Ke· 2025-04-28 10:25
随着人工智能技术和产业的快速发展,全球围绕AI的战略竞争正日益加剧。智算中心作为支撑大模型训练与推理的核心基础设施,已成为各国科技竞争 中的"新基建"。 《IT时报》去年曾报道,国内地方政府、科技巨头和电信运营商纷纷加码智算中心项目,投资规模从百亿级跃升至千亿级。 然而,今年以来,随着国际市场风向发生微妙变化,这场算力建设热潮也出现波动。如微软,已宣布暂停多个数据中心项目,释放出"收缩"信号。尽管全 球科技公司仍在持续加大AI投入,但"许多项目缺乏明确客户""AI服务器集群供应过剩"的声音不绝于耳。阿里巴巴集团董事会主席蔡崇信就警告称,美国 AI数据中心或陷入建设泡沫。 而在国内市场,审慎转向的迹象同样出现。 一边是热火朝天的建设,一边是宏观调控的降温,智算中心是否已由"香饽饽"变成"鸡肋"?国产算力建设是否过剩了? 01 投资热度未减 中国通信工业协会数据中心委员会发布的《中国智算中心产业发展白皮书(2024年)》(以下简称《白皮书》)显示,截至2024年11月,全国已投运的智 算中心项目近150个,在建及规划中的项目接近400个。 截至2024年8月,全国智算中心项目总数已超过300个,公布算力规模超过5 ...
算力概念股逆势反弹 大位科技涨停
news flash· 2025-04-28 01:39
智通财经4月28日电,大位科技、鸿博股份涨停,宏景科技、恒润股份、杭钢股份、科华数据、奥飞数 据、云赛智联等涨超5%。消息面上,《科创板日报》记者获悉,4月26日下午,全球首个商用智算昇腾 超节点在中国电信粤港澳大湾区(韶关)算力集群正式商用上线。 算力概念股逆势反弹 大位科技涨停 ...
AI data center boom isn't going bust, but the 'pause' is trending
CNBC· 2025-04-27 13:53
Core Insights - The data center market is experiencing a pause rather than a complete bust, with strong long-term growth signals driven by AI deployments [2][4][8] - Major players like Amazon and Nvidia reaffirmed the strength of the data center market, indicating ongoing strong demand [3][7] - Microsoft has decided to halt its planned data centers in Ohio, reflecting a strategic reevaluation amid the AI rush [5][6] Industry Trends - The data center industry is undergoing a temporary pause, with significant project pipelines still in place, particularly for AI training models [4][8] - Power availability is becoming a critical factor for data center development, with new centers requiring significantly more electricity than before [10][11][12] - The data center market is projected to grow at a rate of 20%–25% over the next five to seven years, despite year-to-year variations [16] Company Strategies - Microsoft is focusing on projects that align with its investment strategy, having increased its leased capital expenditures significantly [6] - Companies are expected to implement cost-mitigation strategies in response to potential tariff impacts on supply chains [17][18] - The need for efficient compute power solutions is rising due to the demands of AI, prompting a shift in data center project dynamics [19]