Company Overview - IREN Limited is focused on Bitcoin mining and AI cloud services, utilizing 100% renewable energy [8] - The company has been operational since 2019 for Bitcoin mining and since 2024 for AI cloud services [10] Bitcoin Mining Expansion - IREN has successfully increased its self-mining capacity from 37 EH/s to 40 EH/s, achieving an efficiency of 15 J/TH [2] - The company is on track to reach its target of 50 EH/s by the first half of 2025 [1][3] - The expansion is supported by the commissioning of additional mining hardware at its Childress Phase 4 data centers, which have a capacity of 150 MW [2] Operational Efficiency - IREN is positioned as one of the largest and lowest-cost Bitcoin producers due to its efficient data center operations and low electricity costs [2] - The company aims to maintain its momentum in scaling mining capacity towards the 50 EH/s target [2] Future Development - IREN has a development portfolio that includes 2,910 MW of grid-connected power secured across North America and a multi-gigawatt development pipeline [10] - The company is expanding its data center capacity from 660 MW to 910 MW in 2025, specifically designed for high-performance computing applications [10]

TORONTO, April 9, 2025 /PRNewswire/ - SolarBank Corporation (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: GY2) ("SolarBank" or the "Company") is pleased to announce that it has retained Martone Advisors LLC and its principal, Jonathan Martone, as an advisor to the Company on its previously disclosed planned expansion into the data center market. Mr. Martone has held various leadership roles in the data center and telecommunications industries for over 25 years. Throughout his career, Martone has been instrumental in ...

■ 当前我国25G及以上激光器芯片国产化率偏低，美日技术主导，但中美摩擦加快"去美化"进程， 自 主可控、国产替代空间巨大 。 ■ 河南打造全国领先的光芯片产业集群， 鹤壁市为核心区域，以 仕佳光子 为核心企业打造"全链 条"光电子产业生态，吸引上下游企业及科研院所落地，形成有源+无源全产业链。 2、 《 政策引领稀土转型》摘要 ■ 数据中心作为人工智能（AI）和云计算等新一代信息通信技术的重要载体，已经成为数字经济的核 心基础设施。 ■ 中国的数据中心市场在2023年实现了稳步增长，机架总规模突破810万标准机架，算力总规模达到 230EFLOPS，位居全球第二。 ■ 随着2021年互联网反垄断政策的实施，市场需求减缓，特别是公有云客户需求趋于饱和，互联网行 业的新需求尚未显现。 ■ 此时，IDC行业出现了供需失衡，数据中心资源利用率下降，机柜服务费用也出现下滑，价格战加 剧了市场的不稳定性。 ■ 需求增长主要由AI应用的普及所推动，如DeepSeek大模型，它在降低成本、提升性价比方面具有 显著优势，缩小了中美之间的AI技术差距，并可能刺激更多云服务商（CSP）和中小企业的AI投 资。 ■ 智能计算中心的 ...

数据中心投资序幕。 作者 I 周佳丽 报道 I 投资界PEdaily 投资界获悉，普洛斯最新推出的中国数据中心收益基金一期已完成募集，投资规模约26亿人民币，投资人包 括国内领先投资管理公司及知名国际机构投资人，普洛斯担任基金管理人及资产管理人。 这是普洛斯推出的首个数据中心主题投资策略。 普洛斯主要聚焦不动产和私募股权投资，目前资产管理规模 超80 0亿美元，已是全球基础设施江湖不可忽视的存在。此次推出的数据中心基金，是其长期管理运营物流 基础设施基金基础上，把私募基金拓展到数据中心这一新的资产品类，可谓从零到一一个新的突破。 眼 前 AI时代的浪潮滚滚而来，数据中心如同一座座数字文明的发电厂，被认为是AI革命不可或缺的基石。放眼全 球，从普洛斯到黑石、KKR，我们看到一个万亿级别的超级赛道正冉冉升起。正如一位投资人所言，数据中 心的黄金十年已经拉开序幕。 规模26亿元 投向智算新基建 AI引爆了一场别开生面的基础设施竞赛。 追本溯源来说，人工智能的发展离不开算力、算法、数据这三大要素。从广义上看，算力是数字经济时代新 生产力，是支撑数字经济发展的坚实基础。伴随人工智能浪潮来势汹汹，算力需求也呈现爆炸性增长 ...

Duos Technologies Group, Inc. (NASDAQ:DUOT) Q4 2024 Earnings Conference Call March 31, 2025 4:30 PM ET Company Participants Chuck Ferry - Chief Executive Officer Adrian Goldfarb - Chief Financial Officer Conference Call Participants Ed Woo - Ascendiant Capital Markets Vijay Devar - Northland Capital Markets Operator Good afternoon. Welcome to Duos Technologies Fourth Quarter and Full Year 2024 Earnings Conference Call. Joining us for today's call are Duos' CEO, Chuck Ferry; and CFO, Adrian Goldfarb. Followi ...

DALLAS, March 31, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) ("Applied Digital" or the "Company"), a designer, builder, and operator of next-generation digital infrastructure designed for High-Performance Computing (HPC) applications, will host a conference call on Monday, April 14, 2025, at 5:00 p.m. Eastern Time to discuss its operations and financial results for the fiscal third quarter ended February 28, 2025. A press release detailing these results will be issued after the mark ...

GDS (GDS) Q4 2024 Earnings Call March 19, 2025 08:00 AM ET Company Participants Laura Chen - Head-Investor RelationsWilliam Huang - Founder, Chairman & Chief Executive OfficerDaniel Newman - Chief Financial OfficerYang Liu - Executive DirectorFrank Louthan - Managing DirectorJonathan Atkin - Managing Director Conference Call Participants Xinyi Wang - Equity Research Analyst - Greater China Telecom & Data CenterTimothy Zhao - AnalystDaley Li - Vice President, Equity Research Analyst - China Software & Semis ...

Financial Data and Key Metrics Changes - Total revenue for 2024 was $108 million, a 141% increase from 2023 [33] - Adjusted EBITDA reached $73 million, compared to $12.4 million in 2023 [37] - Gross profit was $45.7 million, nearly threefold increase from 2023, with gross margins expanding approximately 500 basis points to 42.3% [35][36] Business Line Data and Key Metrics Changes - Bitcoin mining revenue was $58.6 million, up 32% year over year, despite a 37% decline in Bitcoin production [34] - Cloud services generated $45.7 million in its first year of operations, becoming the largest business segment by revenue in the second half of 2024 [34][9] - Colocation services contributed $1.4 million from October 12 through year-end, following the acquisition of Innovem [34] Market Data and Key Metrics Changes - The HPC business accounted for over 40% of full-year revenue and more than half of Q4 revenue [6] - The company has seen strong demand for B200s, with a potential additional $25 million in annual recurring revenue (ARR) expected from a new cluster [13] - The customer pipeline remains strong, with demand for GPUs outstripping supply [14] Company Strategy and Development Direction - The company is focused on scaling its HPC operations and has integrated its data center operations through the Innovem acquisition [6][19] - A disciplined approach to GPU procurement is being taken to manage capital deployment and avoid excess inventory risk [14] - The company aims to position itself as a leader in AI infrastructure, with a focus on urban data center locations to meet low latency requirements [28][109] Management's Comments on Operating Environment and Future Outlook - Management noted significant and sustained demand for compute infrastructure, which exceeds current capacity [39] - The company believes it is misunderstood by the market, with its stock trading like a pure play Bitcoin miner despite its diversified operations [40] - Future growth is expected to be driven by inference demand in AI compute, with strategic developments in metropolitan areas [28] Other Important Information - The company remains debt-free but is exploring financing options for its HPC business [38][42] - Capital expenditures for 2024 totaled $94 million, primarily for GPU purchases and the acquisition of Montreal II [38] Q&A Session Summary Question: What is the current run rate for cloud services? - The current run rate is $62 million, expected to increase to $72 million with the D&A Fund contract [49][50] Question: What is the revenue contribution from colocation services in Q4? - Colocation revenue recognized was $1.4 million, annualized from the acquisition date [56] Question: Can you provide details on the 100 megawatt site under LOI? - There is currently 24 megawatts of power available, with discussions for an additional 100 megawatts by the end of 2025 [65][66] Question: How confident is the company in sourcing infrastructure equipment? - The company has secured equipment for upcoming deployments and is confident in sourcing for future needs [90] Question: What is the strategy regarding Bitcoin mining? - The focus remains on optimizing the fleet and maintaining Bitcoin exposure without significant growth capital allocation [31][96] Question: How is the company evaluating yield strategies for digital assets? - The company sees a bright future for digital assets and is currently focused on its HPC business [105][107]

Vnet Group (NASDAQ:VNET) Q4 2024 Earnings Conference Call March 12, 2025 8:00 AM ET Company Participants Xinyuan Liu ??? Head-Investor Relations Ju Ma ??? Rotating President Qiyu Wang ??? Chief Financial Officer Conference Call Participants Shuyun Che ??? CICC Sara Wang ??? UBS Yang Liu ??? Morgan Stanley Edison Lee ??? Jefferies Timothy Zhao ??? Goldman Sachs Daley Li ??? Bank of America Securities Operator Thank you for standing by for the Fourth Quarter and Full Year 2024 Earnings Conference Call for VNE ...

Digital Realty Trust, Inc. (NYSE:DLR) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Jordan Sadler - SVP of Public and Private IR Andy Power - President and CEO Matt Mercier - CFO Chris Sharp - CTO Greg Wright - CIO Colin McLean - CRO Conference Call Participants David Barden - Bank of America Richard Choe - JPMorgan Irvin Liu - Evercore ISI Jonathan Atkin - RBC Michael Rollins - Citi Matt Niknam - Deutsche Bank Ari Klein - BMO David Guarino - Green Street Frank Louthan - ...