I think the way the market is interpreting it is that when they see a company like CorweI come out and invest money in the data center space, it is indicative of uh the depth of the demand for the services that we provide. And you know I I they want you to add more you need to produce more product. They know that when we're coming into the market to to buy more data center capacity, we're doing that because we have pent-up demand that we are trying to place into these data centers and that is accretive to o ...

COLUMBUS, Ohio, July 16, 2025 /PRNewswire/ -- Vertiv Holdings Co. (NYSE: VRT), a global leader in critical digital infrastructure, today announced it will report its second quarter 2025 results before market open on Wednesday, July 30, 2025. The press release will contain a link to the presentation materials providing a second quarter 2025 update, which will be available on Vertiv's website at investors.vertiv.com. Vertiv's management team will discuss the results during a conference call the same day, star ...

GDS Holdings Limited (NASDAQ: GDS; HKEX: 9698) is a leading developer and operator of high- performance data centers in China. The Company's facilities are strategically located in and around primary economic hubs where demand for high-performance data center services is concentrated. The Company's data centers have large net floor area, high power capacity, density and efficiency, and multiple redundancies across all critical systems. GDS is carrier and cloud-neutral, which enables its customers to access ...

注册地位于广州市南沙区的广东奥飞数据科技股份有限公司（证券简称：奥飞数据；股票代 码:300738）7月14日发布公告显示，其参与投资设立的产业投资基金"天泽奥融"已于当日在中国证券投 资基金业协会完成备案。公告显示，奥飞数据认缴出资2亿元，将持有天泽奥融40%份额，天泽奥融总 出资额达5亿元。 | 序号 | 合伙人名称 | 合伙人性质 | 认缴出资额(万元 | 认缴比例 | | --- | --- | --- | --- | --- | | | | | 人民币) | | | 1 | 万联天泽资本投资有限公司 | 普通合伙人 | 4.900 | 9.80% | | 2 | 广州复朴道和投资管理有限公司 | 普通合伙人 | 100 | 0.20% | | 3 | 广州上市公司高质量发展基金合 | 有限合伙人 | 25.000 | 50.00% | | | 伙企业(有限合伙) | | | | | 4 | 广东奥飞数据科技股份有限公司 | 有限合伙人 | 20,000 | 40 00% | | | 合计 | | 50.000 | 100.00% | 公告显示，奥飞数据与万联天泽资本投资有限公司、广州复朴道和投资管理 ...

本次会议紧面向开源证券的专业投资机构客户或受邀客户 感谢您的理解和支持 谢谢 好的各位投资者大家晚上好我是开源证券通信首席分析师江颖那非常欢迎大家参加我们脱颖而出的第21场电话会议今天我们电话会议的主题呢主要是来探讨一下如何给这个AIDC的机房的相关的上市公司估值以及这些相关上市公司的市场空间市值空间到底是怎么拍的 那当然就是我们这里面讲的这个产能一定是指这个有效产能你一定要结合它布局的地理位置客户结构去进行多方面的观测的因为毕竟对于一个AIDC来讲有效产能才是你提升估值和打开远期空间的核心因素你如果在一个根本就没人要的地方去建这个数据中心的话即便你建了再多其实都很难给你估值因为你根本就卖不出去所以我们觉得观察这个 那首先呢我们先来谈一下关于这个AIDC机房的一个远期空间的这么一个问题我们先讲一下我们的核心结论我们认为呢目前来讲上看不到明显的一个天花板我们为什么这么说呢首先我们先讲一下什么是AIDC以及AIDC和IDC相比它有什么样的一个区别 其实AIDC和IDC相比呢我们认为主要的三大变革是这三大第一个是供电侧会有比较大的一个变革第二个呢就是制冷侧会有比较大的变革第三个的话呢就是从这个交付速度来讲有可能未来 ...

再论 AIDC 下半年景气催化 20250715 摘要 英伟达 H20 芯片有望较快出口交付中国，同时推出 RTX Pro GPU，预 计将显著推动国内下半年 IDC 招标和 AIDC 电气设备产业链需求，成为 国内 AIDC 产业链加速拐点。 下半年 ARDC 电信设备领域关注英伟达 H20、B30 芯片及国产化芯片 进展，互联网大厂招标、K8S 指引及 AI 应用发布等催化因素，AI 底层 算力需求增长超预期。 全球主要互联网大厂 TOKEN 量显著增长，如微软一季度增长 5 倍，谷 歌 4 月增长 50 倍，国内豆包 5 月日均 TOKEN 量增长 4 倍，表明终端 算力需求爆发。 全球数据中心空置率下降，Meta 计划扩建美国 AI 算力数据中心并募资 290 亿美元，世纪互联计划十年内建设十个大规模算力中心集群，显示 强劲需求。 国内上半年 CAPEX 不及预期影响 IDC 定制设备产业链，但下半年 H20 解禁、B30 推进及国产芯片测试预计将推动 IDC 建设需求改善。 Q&A 今年下半年国内和海外 AIDC（人工智能数据中心）产业链的整体趋势如何？ 我们认为今年下半年国内和海外 AIDC 产业 ...

14 July 2025 | 2:56PM EDT Americas Technology: Hardware Expert Network Series: Data Center & Networking Equipment July 2025 outlook with 650 Group We hosted an investor webinar with Alan Weckel, the 650 Group founder and technology analyst on July 14th, 2025 as part of our Expert Network Series to discuss current trends impacting the data center & networking equipment market. Bottom line: Capex spending for AI infrastructure should remain robust, particularly as a growing number of tier-2 clouds and large e ...

July 15, 2025 02:47 AM GMT China Data Centers | Asia Pacific Morgan Stanley Asia Limited+ Resumption of Sale of H20 in China Is a Major Positive GDS Holdings Ltd: Under-appreciated domestic asset monetization and overseas progress (3 Jul 2025) China's Emerging Frontiers – Data Centers: China's Answer to Powering AI (29 Apr 2025) | M | | | | --- | --- | --- | | | | Update | | July 15, 2025 02:47 AM GMT | | | | China Data Centers Asia Pacific | Morgan Stanley Asia Limited+ Yang Liu | | | | Equity Analyst | | ...

Summary of Conference Call Records Industry Overview - The conference call primarily discusses the AIDC (Artificial Intelligence Data Center) sector, focusing on the impact of NVIDIA's H20 sales recovery and its implications for various related companies and technologies. Key Points and Arguments AIDC Sector Dynamics - NVIDIA's H20 sales recovery is expected to accelerate terminal equipment procurement and capital expenditure, positively impacting server power supply companies, particularly domestic manufacturers like 欧陆通 [3][5][6] - The new generation B30 cards offer higher energy efficiency and lower costs, which may further drive the demand for server power supplies [5][6] Engine Supply and Demand - The engine supply remains tight throughout the year, with foreign brand units experiencing price increases of 15%-20% in Q1, followed by a stock price correction in Q2 due to slowed data center construction [9] - Companies like 潍柴 and 玉柴 are projected to see significant growth in unit sales, with 潍柴 expecting 1,000 units and 玉柴 over 1,700 units, more than doubling year-on-year [9] UPS and Backup Power Market - The domestic data center market predominantly uses UPS combined with lead-acid backup power, accounting for 80%-85% of the market [10][11] - Companies like 科华数据 are recommended due to their strong sales growth and deep ties with major clients like Tencent [11][12] Liquid Cooling Technology - 2025 is anticipated to be a pivotal year for liquid cooling technology, with a significant increase in quick connectors and piping [8][20] - Major companies like 阿里 and 腾讯 are pushing for HVDC technology, while others are focusing on Panama technology [8] High-Speed Copper Cable Demand - NVIDIA and Huawei are expected to generate substantial demand for high-speed copper cables, estimated at $5-6 billion and 4 billion RMB respectively [27][28] - The domestic production rate varies significantly across the supply chain, with assembly and solution provision being the weakest links [28][29] AI Copper Foil Market - The demand for AI copper foil is increasing due to the growth in AI computing power, necessitating higher quality products [24][25] - Domestic companies like 德福 and 铜冠 are positioned to accelerate domestic substitution in high-end copper foil products [25] Fuse Market in Data Centers - The introduction of 800V HVDC architecture will make fuses a necessity, with the market size expected to exceed 1 billion RMB [23] - 中融电气 is highlighted as a key player likely to capture significant market share due to partnerships with major power supply manufacturers [23] Storage Business Trends - The storage business is expected to recover, with strong demand from both residential and commercial sectors [17] - The anticipated performance for the year is projected at 600-700 million RMB, with a valuation of approximately 20 times [17] Future of Lead-Acid Backup Power - The lead-acid backup power market is experiencing supply constraints, but conditions are expected to improve as production capacity is gradually released [18] Busbar Applications in Data Centers - Busbars are gaining traction due to their superior current-carrying capacity and heat dissipation, with applications in high-density power supply scenarios [30] - International giants like Eaton and Schneider dominate the market, but domestic players like 威腾电器 are also making strides [30] Additional Important Insights - The conference highlighted the importance of technological advancements and partnerships in driving growth within the AIDC sector, emphasizing the need for companies to adapt to changing market demands and technological innovations [8][20][30]

We're here today because we believe that America's destiny is to dominate every industry and be the first in every technology. And that includes being the world's number one superpower in artificial intelligence energy to drive it. And that's why he campaigned on drill baby drill because we need today the Commonwealth is reclaiming its industrial heritage and taking its place at the forefront of the AI technological revolution.And as I said before, it's an expression I used all during the all during the cam ...