7月3日，三大股指小幅高开，算力板块高开领先。截至2025年7月3日 09:43，中证大数据产业指数（930902）上涨0.44%，成分股光环新网上涨2.98%， 奥飞数据上涨1.48%，宝信软件上涨1.22%，优刻得上涨1.09%，中科星图上涨1.07%。数据ETF（516000）上涨0.55%，最新价报0.91元。拉长时间看， 截至2025年7月2日，数据ETF近2周累计上涨1.34%。 消息方面，7月2日，阿里云宣布将于马来西亚和菲律宾新增数据中心，全球基础设施布局将扩展至29个地域、90个可用区。其中，马来西亚第三个可用 区已于7月1日正式上线，菲律宾第二个可用区则计划于今年10月启用，进一步满足海外的云计算与AI需求。同时，阿里云将设立首个AI全球能力中心， 计划联合超过1000家企业打造10余个行业AI示范项目，并与全球120多所高校合作，每年培养10万名AI人才。 根据IDC的最新报告，2024年中国AI基础设施（AI IaaS）市场份额，阿里云、华为云、火山引擎位列前三。按具体份额来看，阿里云占比23%，超过第 二名和第三名的总和。 数据ETF紧密跟踪中证大数据产业指数，样本覆盖大数据存储、分 ...

来源：ABS交流合作 今天（7月2号），万众期待的首批IDC公募REITs投资人名单终于公布了。 长长的战配投资人名单，部分反映了投资人们PK抢公募REITs份额的火热程度。 南方万国数据中心REIT（508060） 南方万国数据中心REIT底层资产为万国数据昆山IDC项目。预计募资24亿元，认购价格3.000元/份（报价区间每份2.840元-3.021元，无限接近上限），共8亿份，其中： 南方润泽科技数据中心REIT（180901） 南方润泽科技数据中心REIT底层资产为润泽科技的廊坊IDC项目。预计募资45亿元，认购价格4.500元/份（报价区间每份3.950元-4.531元，无限接近上限），共10亿份，其中： 南方万国数据中心REIT（508060） 战配机构投资人53个，限售（24个月）（12个月）的已标注，其余均限售36个月。按类型分： 产业投资人：北京首源欣荣投资、北京金控资本（24个月）、云南能投资本（12个月）。 保险：中英人寿保险、国寿（24个月）、平安健康险（12个月）、太平洋财险（12个月）、长城人寿（12个月）、中华联合保险（12个月）。 保险资管：太平洋人寿-共富二号（12个月）、国 ...

Did not expect this to blow up like it did.Given how much I appreciate the research community (I'm not a trader) I'm pretty happy to have given them something of a platform to celebrate their progress.Truly underrated sector of the industry. https://t.co/096kEgumvSBREAD | ∑: (@0xBreadguy):Introducing: Research VersusLike VC Versus....But for data providers and research firms. https://t.co/df10IN40jb ...

液冷行业深度：智算需求驱动冷却技术升级，液冷生态迎 成长契机 20250702 摘要 数据中心液冷渗透率快速提升：TrendForce 数据显示，2024 年液冷 渗透率约为 10%，预计 2025 年将超过 20%，主要受益于高算力需求 和政策引导，但风冷仍占据主导地位。 政策驱动数据中心 PUE 降低：国家四部委要求 2025 年底新建及改扩建 大型及超大型数据中心 PUE 降至 1.25 以内，枢纽节点不高于 1.2，全 国平均 PUE 降至 1.5 以下，最新数据显示已降至 1.26。 智能算力推动液冷发展：智能算力依赖 GPU 等芯片加速运算，机柜功率 远超传统数据中心。英伟达 Blackwell 系列等高功耗芯片需要更有效的 液冷散热解决方案。 液冷技术主要分为冷板式、静默式和喷淋式三种路线，目前以单向冷板 式为主。通用液冷系统架构由一次侧冷源、二次侧热补货和 CDU 组成， 核心零部件包括 manifold、UQD 以及管路等。 数据中心稳定温湿度至关重要：服务器温度每升高 10 度，设备可靠性 和寿命降低 50%。数据中心事故会导致运算效率降低、硬件损坏或数据 丢失等问题。 Q&A 数据中心的 ...

Core Insights - Applied Digital Corporation (APLD) reported a 22% revenue growth in Q3 fiscal 2025, reaching $52.9 million, primarily due to expanded data center and cloud capacity [1][11] - The company experienced a widening net loss of $36.1 million, equating to a 16-cent loss per share, raising concerns about sustainability amid aggressive expansion [1][11] Financial Performance - APLD's adjusted EBITDA improved significantly to $10 million, indicating underlying business potential despite short-term challenges [2] - Cost of revenues increased to $49.1 million due to higher facility operations, while interest expenses nearly doubled to $8.9 million, reflecting elevated debt levels of $689.1 million [3] - Seasonal power costs and a shift from single to multi-tenant cloud configurations contributed to margin compression [3] Strategic Developments - APLD is on track to launch its Ellendale campus in Q4 fiscal 2025, supported by strategic financing commitments of $5 billion from Macquarie and $375 million from SMBC [2] - The company plans to divest its Cloud Services business to mitigate competition with hyperscaler clients and prepare for a potential REIT transition, raising questions about long-term strategic coherence [4][5] Market Position - APLD's stock has increased by 27.7% year-to-date, outperforming the industry average gain of 3.2% [10] - The company trades at a forward price-to-sales ratio of 8.64, significantly above the industry average and its five-year median of 1.45, indicating potential overvaluation [12] Earnings Estimates - The Zacks Consensus Estimate for APLD's fiscal 2026 earnings suggests a year-over-year increase of 73.6% [13] - Current estimates indicate a projected loss of $0.99 for the current year, with expectations of narrowing losses to $0.27 in the next year [14]

Group 1: BlackSky Technology - BlackSky Technology Inc. has seen a 21% increase in share price due to a $24 million contract with the National Geospatial-Intelligence Agency, which is part of a larger potential business opportunity [4][6] - The company is expanding its satellite project to enhance its high-frequency monitoring capabilities, with initial launches expected in 2027 [5] - BlackSky's subscription-based geospatial intelligence service has a backlog exceeding $350 million and year-over-year sales growth over 20%, although it continues to face quarterly losses [6] Group 2: Core Scientific - Core Scientific Inc. shares surged approximately 49% following renewed acquisition talks with AI hyperscaler CoreWeave, which previously made an unsolicited offer of $5.75 per share in 2024 [7][8] - The company's market capitalization has surpassed $5 billion, indicating strong investor interest and potential for a premium acquisition offer [8] - Core Scientific has established multiple agreements with CoreWeave, enhancing its infrastructure capabilities despite the previous failed acquisition attempt [9] Group 3: Ambarella - Ambarella Inc. experienced a rally amid speculation of a potential sale, although this remains unconfirmed [11] - The company's Edge AI system-on-a-chip solutions are gaining traction in the market, which could support its recovery following a challenging 2024 [12] - Analysts have a consensus rating of eight Buys and four Holds for Ambarella, with a price target suggesting a 28% upside potential [12]

"I am proud to have supported Yondr on its journey since its formation in 2018. Yondr has become a vital infrastructure partner to many of the world's largest technology companies, and I believe DigitalBridge and La Caisse are the right partners to support Yondr through its next stage of growth. I look forward to seeing what the business will achieve," said William Harrison, CEO of Cathexis. "While many individuals contributed to the success of Yondr, I would like to thank Paul Cossell (former Chief Executi ...

TORONTO, July 02, 2025 (GLOBE NEWSWIRE) -- NowVertical Group Inc. (TSXV: NOW) ("NowVertical" or the "Company"), a leading data and AI solutions provider, today provided an update on the execution of its "One Brand, One Business" integration strategy, highlighting continued margin expansion and deeper enterprise penetration across North America and Latin America. Over the past twelve months, one of our NA&EMEA Strategic Accounts – a Fortune 500 technology business and one of eight US $1 million-plus 2024 eng ...

Core Viewpoint - GDS Holdings Limited has successfully priced its China REIT (C-REIT) IPO at RMB 3.00 per unit, with significant oversubscription and substantial gross proceeds expected from the offering [1][2]. Group 1: IPO Details - The C-REIT's final offering price was determined after an institutional bookbuilding process that was 166 times oversubscribed [1]. - A total of 800,000,000 units will be issued, resulting in gross proceeds of RMB 2,400 million [1]. Group 2: Financial Metrics - At the final offering price, the implied EV/EBITDA is 16.9 times based on projected EBITDA for 2026 of RMB 141.8 million [2]. - The implied dividend yield per unit is 5.2% based on projected cash flow available for distribution for 2026 of RMB 124.8 million [2]. Group 3: Transaction and Cash Flow - GDS will sell a 100% equity interest in a project company holding stabilized data center assets for an enterprise value of approximately RMB 2,319 million [3]. - Upon completion of the sale, GDS will receive net cash proceeds of approximately RMB 2,111 million and de-consolidate about RMB 62 million of net debt [3]. - GDS plans to reinvest RMB 480 million to acquire 20% of the units issued by the C-REIT in the IPO [3]. Group 4: Operational Agreement - GDS will continue to manage the underlying data center assets under a services agreement, earning approximately RMB 5 million in recurring annual fee income [4]. Group 5: Company Overview - GDS Holdings Limited is a leading developer and operator of high-performance data centers in China, strategically located in major economic hubs [5]. - The company offers a range of services including co-location, managed hybrid cloud services, and has a diverse customer base including hyperscale cloud service providers and large corporations [5].

LAS VEGAS, July 02, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today announced that its wholly owned subsidiary Sentinum, Inc. (“Sentinum”), has completed the reenergizing of approximately 10 megawatts of power at its Montana facility and is resuming Bitcoin mining operations. Sentinum expects to have approximately 50 S19j Pro Antminers (“Antminers”) in operation today, which will be increased to approximately 2,6 ...