In this articleMETAOCAAPLwatch nowAs Meta tries to rapidly construct massive data centers to keep pace with the artificial intelligence craze, it's turning to a 175-year-old glass manufacturer for help.Meta has committed to paying Corning up to $6 billion through 2030 for fiber-optic cable in its AI data centers, Corning CEO Wendell Weeks told CNBC in an exclusive interview about the deal from a cable factory in Hickory, North Carolina.Corning is expanding the facility to accommodate growing demand from Met ...

Group 1 - The core viewpoint is that artificial intelligence (AI) represents a significant technological revolution, and investing in AI is expected to create substantial wealth [1] - There are alternative investment opportunities in AI beyond chipmakers and software developers, particularly in data centers, which are crucial for AI infrastructure [2] - Equinix is identified as the largest data center owner, making its stock an attractive option amid high valuations in other AI sectors [2] Group 2 - Equinix operates as a real estate investment trust (REIT) focused on commercial real estate assets, specifically data centers [4] - Data centers serve as the physical infrastructure for the internet and generative AI applications, providing secure environments for essential computing components [5] - Equinix has a portfolio of 273 data centers, serving over 10,000 customers, including major companies like Nvidia and Adobe, with more than 60% of Fortune 500 companies as clients [6] Group 3 - The demand for data centers has surged, with global AI data center spending reaching $236 billion last year, projected to exceed $1 trillion annually by 2030 [7] - Equinix's recent quarterly results indicate strong demand growth, with bookings increasing by 25% to an all-time high, supported by a solid balance sheet and significant liquidity [8] - The stock of Equinix is considered to have a reasonable valuation relative to its growth opportunities in the AI sector [9]

Core Viewpoint - Efficient cooling is an effective approach to reduce the Power Usage Effectiveness (PUE) of data centers [2] Group 1: Energy Consumption and Cooling - The energy consumption of data centers is closely related to cooling, as stable electricity is required to maintain efficient chip operations, and heat generation must be effectively dissipated to prevent performance degradation [3] - PUE is a key indicator of data center operational efficiency, calculated as total energy consumption divided by IT equipment energy consumption, with a target of PUE < 1.3, ideally approaching 1.2 [3] - Cooling is often a major energy consumer in data centers, with early developments seeing PUE values exceeding 2, primarily due to cooling processes [4] Group 2: Paths to Reduce PUE - There are two main paths to reduce PUE: utilizing external cooling resources and implementing efficient internal cooling systems [5] - External cooling can be achieved through natural cooling from outdoor air in cold climates, as demonstrated by Kolos's data center in Norway, which aims to reduce energy costs by 60% due to its cold climate and hydropower resources [6] - China's Tibet Ningxuan data center is noted as the highest elevation data center globally, and there are proposals to build data centers in space to enhance cooling efficiency [7] Group 3: Internal Cooling Solutions - The current mainstream internal cooling solutions are air cooling and liquid cooling [8] - Liquid cooling is gaining traction as the next-generation mainstream solution, with its penetration rate increasing from 10% to 30% due to its superior heat dissipation capabilities [9] - The main types of liquid cooling technologies include cold plate liquid cooling, immersion cooling, and spray cooling, with companies specializing in data center cooling and traditional HVAC manufacturers involved in this space [10] Group 4: Future Trends - As AI demands continue to grow, liquid cooling is expected to replace air cooling as the primary method for reducing PUE in data centers [12]

Core Viewpoint - Hyperscale Data, Inc. aims to increase its Bitcoin treasury to $100 million, currently holding approximately $48.5 million in Bitcoin as of January 25, 2026, despite market volatility [1][2]. Group 1: Bitcoin Treasury and Holdings - The company's Bitcoin treasury consists of Bitcoin from mining operations and market acquisitions, totaling around $48.5 million based on a Bitcoin price of $86,572 on January 25, 2026 [1][2]. - Hyperscale Data's subsidiaries, Sentinum and Ault Capital Group (ACG), held a combined total of 560.0363 Bitcoin, with Sentinum holding approximately 539.0369 Bitcoin and ACG holding about 20.9994 Bitcoin [2]. Group 2: Investment Strategy - The company plans to fully deploy cash allocated to its digital asset treasury strategy into Bitcoin purchases over time, targeting at least 5% of allocated cash for investment each week, although actual amounts may vary based on market conditions [3]. Group 3: Company Structure and Future Plans - Hyperscale Data operates a data center through its subsidiary Sentinum, focusing on mining digital assets and providing colocation and hosting services for AI ecosystems [5]. - The company expects to divest ACG in the third quarter of 2026, transitioning to a focus on data center operations and digital asset holdings [6].

她认为，当下的各类基础大模型就好比是"天材地宝"般的原材料。无论技术路线如何演变，这些"原材 料"都需要放入算力这个"炼丹炉"中进行提炼和培育。 周超男指出，2025年行业主要聚焦于基础模型的构建，而2026年将进入"应用落地"的爆发期。经过"炼 丹炉"的训练，这些模型将进化为能够解决实际问题的"智能体"（AI Agents），标志着AI技术正式进入 应用的平滑期与成熟期。 1月27日，润泽科技董事长周超男在亚洲金融论坛上表示，在AI时代，算力已成为如同水、电一般的基 础性产业，并形象地将算力比作"太上老君的炼丹炉"。 ...

Company Overview - EPG is a modular data center solution provider founded in 2004, specializing in factory-prefabricated integration of power, IT, and cooling systems [2][6] - The company is headquartered in Singapore and has dual R&D centers in Singapore and Shanghai, along with advanced manufacturing hubs in Malaysia and China [6] Recent Financing - EPG recently completed its Series B financing, raising nearly US$100 million, co-led by Forebright and Silicon Peak, with participation from several other investment firms [1] - In 2025, EPG also completed its Series A and A+ rounds, raising tens of millions of U.S. dollars, establishing a solid foundation for future growth [1] Industry Challenges - The global data center industry is facing efficiency challenges, particularly in overseas markets like Southeast Asia and Europe, due to weak local supply chains and skilled labor shortages [3] - AI-driven workloads are increasing demands for delivery speed, power density, and thermal efficiency, which are pushing traditional construction models to their limits [3] EPG's Solutions - EPG addresses industry challenges through modular, factory-prefabricated data center solutions, shifting most construction activities to the factory for rapid on-site installation [4] - The company has manufacturing hubs in Johor Bahru and Shanghai, and utilizes in-house technologies such as cold-plate liquid cooling systems achieving PUE below 1.3 [4] - EPG's approach enables faster, more reliable, and cost-efficient data center deployment across international markets [4] Future Outlook - Alick Wan, Founder and CEO of EPG, stated that the Series B financing reflects strong confidence from global investors, and the company will continue to invest in R&D, manufacturing, and global delivery capabilities [5]

Industry Overview - The artificial intelligence (AI) industry is poised for significant growth, with spending on AI infrastructure expected to rise from $500 billion in 2022 to $1.4 trillion by 2030, reflecting an annualized growth rate of over 20% [2] - The AI infrastructure market is still in its early stages, with the potential for substantial expansion as platforms become more accessible to users [1] Company Analysis Vertiv - Vertiv is positioned to benefit from the growth of AI data centers, focusing on cooling solutions to manage heat generated by advanced computing equipment [4][5] - The global data center cooling market is projected to grow at an average rate of over 10% per year through 2034, with Vertiv's liquid cooling solutions at the forefront [5] - Vertiv's revenue has increased nearly 30% in the first three quarters of 2025, with profits more than doubling during this period [9] Digital Realty Trust - Digital Realty Trust operates as a real estate investment trust (REIT), owning over 300 data center facilities and generating nearly $1.6 billion in revenue in the last quarter, marking a 10% year-over-year increase [13][14] - The company has a strong track record of 20 consecutive years of revenue growth and offers a dividend yield of 3.1%, providing a stable income component for investors [14] Nebius Group - Nebius Group specializes in data centers designed for AI developers, reporting a remarkable year-over-year revenue growth of 355% to $146 million in Q3 2024, although it also experienced a significant increase in losses [16][19] - The company secured a multibillion-dollar, multiyear deal with Microsoft for AI infrastructure services, indicating strong potential despite current financial volatility [19][20] - Analysts maintain a positive outlook on Nebius, with a consensus target price of $158.50, suggesting a potential upside of nearly 70% from its current price [21]

Core Viewpoint - The integration of artificial intelligence in data centers is enhancing the efficiency of waste heat utilization, providing a sustainable heating solution for buildings, exemplified by the Technical University of Dublin's Tallaght campus being heated by waste heat from an Amazon Web Services data center [1][3][8]. Group 1: Data Center Heat Utilization - Data centers traditionally generate excess heat, but their integration with district heating networks has been slow due to low-temperature waste heat [2]. - The AI boom is increasing the computing capacity of data centers, necessitating new methods to balance efficiency and sustainability [3]. - AI technology enables higher temperature outputs from data centers, making it easier to connect to heating systems with less hardware [4]. Group 2: Social and Economic Impact - Providing heat to district heating networks enhances the social license of data centers, contributing positively to community sustainability efforts [5]. - Ireland's easing of the moratorium on new data center applications reflects a shift in sentiment regarding the economic potential of these facilities amid the AI boom [7]. - The Tallaght scheme demonstrates the benefits of integrated planning, combining power system and distribution grid operators [8]. Group 3: Project Outcomes and Benefits - The Tallaght campus project has reduced carbon dioxide emissions by approximately 704 metric tons in 2024, despite increased energy demand from new buildings [9]. - AWS's data center in Tallaght provides recycled heat free of charge, supporting the heating of 55,000 square meters of public buildings and commercial space [10][11]. - The project currently meets 92% of the campus's heating demand and significantly advances TU Dublin's decarbonization goals for 2030 [24]. Group 4: Challenges and Future Prospects - The integration of data centers into heating networks faces challenges such as permitting delays and high capital costs [13]. - The life cycle mismatch between district heating networks and data center equipment poses risks of stranded assets [13]. - Scaling up waste heat utilization could potentially supply heat for at least 3.5 million homes by 2035 if aligned with AI infrastructure development [21].

Summary of Key Points from the Conference Call Industry Overview - **Industry Focus**: Communications Infrastructure in North America, specifically the colocation data center sector [1][7] - **Market Sentiment**: The overall industry view is in-line, indicating stable expectations for growth [7] Company Insights - **Equinix (EQIX)**: - Estimates for EQIX have been raised due to strong bookings momentum and lower operating expenses [1] - The company reported a record bookings increase of 25% in Q3 [4] - Expected AFFO (Adjusted Funds from Operations) per share growth of 6.4% year-over-year in 2026, with revenue growth estimated at 8.7% [12][53] - Price target set at $950 for YE26, implying approximately 20% upside potential [14] - **Digital Realty (DLR)**: - DLR reported a near-record backlog of $852 million in Q3 2025 [4] - Expected revenue growth of around 10% in 2026, in line with consensus estimates [13] Demand Trends - **Robust Demand**: - Strong demand for both colocation and AI-based workloads is evident, with enterprises expected to continue migrating from on-premise data centers to colocation facilities [5][10] - The volume of global data generated is projected to grow at a CAGR of approximately 25% through 2029, driving demand for storage and compute capacity [35] - **CIO Survey Insights**: - Recent CIO surveys indicate a shift in spending priorities, with a notable willingness to cut on-premise data center buildouts, which is favorable for colocation operators [10][24] - The top six IT spending projects expected to see the largest increases in 2026 are all linked to colocation data centers [33] Cost Analysis - **Capex to Opex Conversion**: - A new analysis shows that enterprises can save approximately 15% by choosing colocation over building on-premise data centers [11][26] - The total cost of ownership analysis favors renting space and services from third-party data centers [26] AI and Future Growth - **AI Workloads**: - Sustained demand for AI model training and inference workloads is expected to benefit both EQIX and DLR, with significant contributions anticipated from AI-related revenue by 2030 [42][47] - TSMC's increased capex guidance to $52-56 billion is seen as a bullish indicator for AI-related compute demand [45] Market Dynamics - **Cloud Capex Tracker**: - The tracker indicates a projected 61% year-over-year growth in cloud-related capex in 2025 and 35% in 2026, which is beneficial for colocation providers [52] - **Telecom and Data Traffic**: - The growth in mobile network data traffic, driven by 5G and 6G deployments, is another tailwind for colocation data center growth, with a projected 27% CAGR in US wireless data usage through 2029 [37][41] Conclusion - The colocation data center industry is poised for growth driven by robust demand, favorable cost dynamics, and increasing enterprise IT spending, particularly in AI and cloud services. Both Equinix and Digital Realty are well-positioned to capitalize on these trends, with strong financial forecasts and strategic initiatives in place.

1.【迪拜版"硅谷"35亿美元大扩建，打造全领域未来科技创新基地】阿联酋宣布启动迪拜硅谷绿洲扩 建工程，投资额达35亿美元。扩建计划包含IO区与第14号街区两大项目，其中IO区投资额达30亿美 元，侧重于提供有助于促进未来技术发展的基础设施，目标优化迪拜的研发创新系统；第14号街区第 一阶段总投资达5亿美元，将作为提供优质体验的住宅生活区。（财联社） 2.【首届特种机器人科产融合大会举办】1月22日，由中国特检院牵头组织的"首届特种机器人科产融 合大会"在辽宁省大连市举办。大会以"特种机器人科产融合与场景培育"为主题，深入贯彻落实党中 央、国务院关于加快高水平科技自立自强，推动科技创新与产业融合发展的决策部署，按照市场监管 总局党组部署要求，聚焦特种机器人前沿科创动态与产创实践路径开展深入交流，加快推进特种机器 人科技与产业的深度融合。大会取得两项重要成果：一是正式发起成立"特种机器人百人会"，由中国 特检院、中国科学院沈阳自动化研究所总召集，百余名特种机器人领域颇有建树的中青年科学家组 成，旨在构建"政产学研金服用"一体化创新体系，推动技术转化、场景落地和产业协同。二是发布 《特种机器人发展（大连）倡议》， ...