Group 1 - Alibaba Group's CEO announced an increase in capital expenditure to support the upcoming ASI era, with a projected 10-fold increase in energy consumption at Alibaba Cloud's global data centers by 2032 [1] - Tongli Risheng, through its subsidiary Tianqi Hongyuan, is entering the energy storage sector, aiming to provide energy storage solutions to companies like Alibaba by improving green energy consumption and reducing data center energy costs [1] - A strategic cooperation agreement was signed between Tongli Risheng and Hangzhou Xinfengwei Network Technology Co., focusing on collaborative efforts in energy storage and AI computing technology to enhance operational efficiency and economic benefits of intelligent computing data centers [1] Group 2 - Tianqi Hongyuan specializes in core technology research and development in the energy storage and microgrid industry, particularly excelling in immersion liquid cooling technology and providing comprehensive energy storage solutions [2] - The company is actively participating in the construction of national computing center nodes, having signed a strategic agreement with the government of Qingyang to establish a 2GWh energy storage equipment production line and a 1GWh lithium iron phosphate energy storage station [2] - The Qingyang project aims to support the computing needs of 50,000 P and is expected to benefit from policy incentives as it attracts major companies like Alibaba Cloud and Huawei Cloud [2]

大摩预计到2028年，AI数据中心和芯片投资将高达2.9万亿美元，其中科技巨头将承担约1.4万亿美 元。余下的缺口预计将通过债务融资填补，规模达1.2万亿美元，而私募信贷基金预计提供其中的8000 亿美元。 摩根大通在AI数据中心融资领域展现出激进姿态。当数据中心开发商Crusoe需要为甲骨文和OpenAI 建设大型数据中心综合体而借款94亿美元时， 摩根大通同意独自承担全部融资风险，而非采用银行业 通常的风险分摊模式。 人工智能革命的惊人算力需求，正催生一场同样惊人的资本狂潮。 据摩根士丹利今年7月预测，到2028年， 全球在AI数据中心和芯片上的总支出将高达2.9万亿美元。 其中，现金流充裕的科技巨头将承担最大份额， 约1.4万亿美元。 余下的缺口预计将通过债务融资填 补， 规模达1.2万亿美元， 而私募信贷基金将成为主力，预计提供其中的8000亿美元。 为满足这一空前的资金需求，一个由全球性银行、私募信贷巨头和专业贷款机构组成的强大联盟正在 形成。它们不仅能快速开出数十亿美元的支票，还在积极探索以AI芯片为抵押品等创新融资结构。从 摩根大通为OpenAI项目提供的单笔近百亿美元贷款，到黑石集团支持的芯片 ...

（原标题：湖北：到2027年全省先进存储占比达到40%以上 新建数据中心绿电占比超过80%） 人民财讯9月24日电，湖北省人民政府办公厅日前印发《湖北省加快算网存用协同发展的若干措施》， 其中提出，推动数据中心绿色化智能化升级。鼓励数据中心建设主体加大先进存储技术的部署应用，实 现存储闪存化升级。鼓励市场化专业力量积极创建国家绿色数据中心，对符合条件的数据中心项目纳入 我省绿色产业项目库予以支持。鼓励全国碳排放权注册登记结算系统（中碳登）和湖北碳交中心联合科 研院所，探索开展数据中心碳效模型研究，将符合条件的数据中心纳入湖北试点碳市场管理，以市场化 机制推动数据中心绿色发展。到2027年，全省先进存储占比达到40%以上，新建数据中心绿电占比超过 80%。 ...

每经AI快讯，9月24日，数据港（603881）涨2.28%，报40.4元/股，股价再创新高，总市值突破290.22亿 元，成交额达28.42亿元。 ...

每经AI快讯，9月24日，湖北省人民政府办公厅印发《湖北省加快算网存用协同发展的若干措施》，其 中提到，推动数据中心绿色化智能化升级。鼓励数据中心建设主体加大先进存储技术的部署应用，实现 存储闪存化升级。鼓励市场化专业力量积极创建国家绿色数据中心，对符合条件的数据中心项目纳入我 省绿色产业项目库予以支持。鼓励全国碳排放权注册登记结算系统（中碳登）和湖北碳交中心联合科研 院所，探索开展数据中心碳效模型研究，将符合条件的数据中心纳入湖北试点碳市场管理，以市场化机 制推动数据中心绿色发展。到2027年，全省先进存储占比达到40%以上，新建数据中心绿电占比超过 80%。 ...

Core Insights - The demand for computing power driven by the AI revolution is leading to a significant capital influx, with global spending on AI data centers and chips expected to reach $2.9 trillion by 2028, primarily funded by tech giants and debt financing [1] - A powerful alliance of global banks, private credit giants, and specialized lending institutions is forming to meet this unprecedented funding demand, exploring innovative financing structures such as AI chip collateral [1] - The capital race driven by AI is creating substantial opportunities for financial institutions capable of mobilizing funds quickly and managing risks effectively [1] Group 1: Traditional Banks' Role - JPMorgan Chase has taken an aggressive stance in AI data center financing, agreeing to bear the entire risk for a $9.4 billion loan to Crusoe for building large data centers for Oracle and OpenAI [2] - This transaction has propelled JPMorgan to the top of the IJGlobal rankings for telecom project debt underwriting, having also led $38 billion in loans for Oracle's data center projects [2] - Japanese banks, particularly SMBC and MUFG, are gaining traction in the data center financing market due to their cost advantages from Japan's low-interest-rate environment [3] Group 2: Private Credit's Dual Role - Blackstone is playing a dual role in the data center sector, both as an owner of major developers and as a significant lender, with notable transactions including a $7.5 billion debt financing for CoreWeave secured by NVIDIA chips [4] - This "chip collateral loan" model presents risks due to the shorter lifespan of chips compared to other data center assets, but it also offers high returns, with interest rates reaching 10.5% [4] - Blackstone also engages in traditional, lower-risk data center loans, provided that projects have agreements with investment-grade tenants [4] Group 3: Alternative Investors' Involvement - Alternative investors are increasingly entering the market, providing crucial capital for earlier-stage, higher-risk projects, with PIMCO recently authorized as the lead underwriter for a $26 billion debt financing for Meta's new data center [5] - Macquarie Bank is known for supporting early-stage projects, offering various financing options, including a $5 billion preferred equity investment in Applied Digital with a 12.75% annual dividend [5] - Blue Owl and Magnetar Capital are also noteworthy, with Blue Owl investing over $600 million in data center projects and Magnetar participating as a major investor in CoreWeave's innovative loan transactions [6]

Group 1 - The stock of GDS Holdings Limited (09698) opened lower but rose over 4% in the afternoon, currently up 4.83% at HKD 39.52 with a trading volume of HKD 517 million [1] - The National Development and Reform Commission recently issued a notice to enhance the regular reporting and recommendation of real estate investment trusts (REITs) in the infrastructure sector, focusing on market expansion and project vetting [1] - According to Jefferies, newly listed REITs can apply for asset injection six months post-IPO, which could accelerate acquisitions, positively impacting GDS Holdings and 21Vianet [1] Group 2 - Huatai Securities reported that GDS Holdings shared key insights at a strategy meeting, highlighting an increase in the on-shelf rate of domestic data center services and a rise in new orders [1] - The data center industry is currently experiencing a favorable supply-demand cycle [1] - DayOne is actively launching new projects in Europe and Southeast Asia, aiming to sign contracts for 1GW capacity within three years [1] - GDS Holdings successfully issued the first batch of domestic data center REITs, receiving significant market attention and demonstrating capital market recognition of quality digital infrastructure assets [1]

Group 1 - The stock of GDS Holdings Limited (09698) opened lower but rose over 4% in the afternoon, reaching a price of HKD 39.52 with a trading volume of HKD 517 million [1] - The National Development and Reform Commission has issued a notice to further promote the normalization of Real Estate Investment Trusts (REITs) in the infrastructure sector, which includes specific measures to expand the market and support fundraising [1] - According to Jefferies, newly listed REITs can apply for asset injection six months post-IPO, which could accelerate acquisitions, positively impacting GDS Holdings and Century Internet [1] Group 2 - Huatai Securities reported that GDS Holdings shared key investor concerns at a strategy meeting, highlighting continuous improvement in the domestic data center business and an increase in new orders [1] - The data center industry is currently experiencing a cycle of supply and demand improvement [1] - DayOne is actively launching new projects in Europe and Southeast Asia, aiming to achieve a target of signing 1GW capacity within three years [1] - GDS Holdings successfully issued the first batch of domestic data center REITs, receiving significant market attention and reflecting capital market recognition of high-quality digital infrastructure assets [1]

中证上海国企ETF（510810）成立日期2016年7月28日，最新规模79.42亿。今年以来收益7.31%，同类 排名3626/4220；近一年收益38.36%，同类排名2736/3814；成立以来收益4.1%。 中证上海国企ETF（510810）基金经理为吴振翔。 来源：新浪基金∞工作室 9月24日，数据港涨5.16%，截至发稿，报41.54元/股，成交32.30亿元，换手率11.62%，总市值298.41亿 元。 资料显示，上海数据港股份有限公司位于上海市静安区江场路1401弄14号1601室，成立日期2009年11月 18日，上市日期2017年2月8日，公司主营业务涉及数据中心服务器托管服务及网络带宽服务。主营业务 收入构成为：IDC服务业99.31%，IDC解决方案0.69%。 从数据港十大流通股东角度 数据显示，汇添富基金旗下1只基金位居数据港十大流通股东。中证上海国企ETF（510810）二季度增 持150.75万股，持有股数336.75万股，占流通股的比例为0.47%。根据测算，今日浮盈赚取约686.96万 元。 截至发稿，吴振翔累计任职时间15年235天，现任基金资产总规模184.78亿元， ...

Core Insights - OpenAI and Oracle are advancing the $500 billion "Gateway" project, with the first site in Texas now operational [1][2] - The project aims to invest $400 billion over the next three years, ultimately reaching 7GW capacity [2] - OpenAI's CFO highlighted that the Texas Abilene site could expand to over 1GW, enough to power approximately 750,000 American homes [2] Project Expansion - The expansion includes five new sites in Texas, New Mexico, Ohio, and an undisclosed Midwest location [1][2] - Oracle is leading the construction of three large data centers as part of this initiative [4][5] - OpenAI and Oracle's agreement involves developing up to 4.5GW of new capacity over five years, valued at over $300 billion [5] Infrastructure Demand - The unprecedented scale of the Gateway project is a response to the significant demand for computing power for AI training and inference [6][8] - OpenAI's CFO emphasized the current shortage of computing power, stating that there is not enough capacity to fulfill all AI capabilities [8] - The construction aims to ensure that computing power is available by 2026, utilizing NVIDIA's next-generation Vera Rubin chips [9] Financing Structure - The project is supported by a complex financing structure, with OpenAI paying for computing power through operational expenses [12] - OpenAI's projected revenue for the year is expected to reach $13 billion, with plans to use cash flow and debt financing for construction costs [13] - NVIDIA is also involved through equity investment, receiving compensation for the chips provided [15] Political and Economic Implications - The Gateway project carries significant political and economic implications, having been announced in collaboration with former President Trump [19][20] - The project is expected to employ over 6,000 construction workers daily and provide nearly 1,700 long-term jobs [21] - OpenAI's infrastructure development aims to reshape the U.S. power grid and enhance the country's global influence [22][23]