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White House to host Big Tech in pledge to rein in power costs
Yahoo Finance· 2026-02-25 17:06
Group 1 - The White House is planning to host major data center and AI companies, including Microsoft, Anthropic, and Meta Platforms, to formalize a deal aimed at shielding consumers from rising electricity costs [1][4] - The initiative is part of a broader agenda introduced by President Trump, which includes requiring technology firms to build their own power plants to support the growing demand from data centers and AI infrastructure [2][4] - Microsoft has already made commitments to invest in new electricity generation and efficiency measures, reflecting a proactive approach to mitigate the impact of data centers on electricity prices [3] Group 2 - The expansion of data centers, essential for AI technologies, has led to local and state protests due to concerns over rising electricity bills and pollution associated with these developments [5]
Digital Realty 将创新实验室网络扩展至新加坡和日本,助力 AI 与混合云的加速部署
Globenewswire· 2026-02-25 16:35
亚太地区将为客户及合作伙伴提供真实环境,以测试和优化新一代基础设施 新加坡, Feb. 26, 2026 (GLOBE NEWSWIRE) -- 全球最大的云中立和运营商中立数据中心平台 Digital Realty (NYSE: DLR) 今日宣布,将其 Digital Realty Innovation Lab (DRIL) 扩展至新加坡和日本。 这标志着该公司的全球 DRIL 网络首次扩展至亚太地区。此前,首个 DRIL 设施于 2025 年 9 月在北弗吉尼亚成功启动,并接待了逾 120 次企业客户的访问。 新的 DRIL 站点将为我们的合作伙伴和客户生态系统提供受到全方位支持的真实测试环境。无论是利用自有的工作负载还是预配置的基础设施,用户都能于大规模上线前,在此验证 AI 与混合云的部署方案。 随着 AI 采用率不断提高,基础设施就绪度已成为从实验迈向大规模生产的关键障碍,这使此类测试环境显得尤为重要。 此次发布体现了 Digital Realty 致力于支持新加坡和日本持续保持其在 AI 创新领域的领导地位。 在新加坡,AI 的应用正推动该国数字经济持续增长,目前数字经济已占其 GDP 总量的 ...
630亿衡阳女老板 拿下大湾区算力资产
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-25 16:11
节后开工首日,衡阳女老板周超男,拿了"开门红"。 2月24日,她实控的润泽科技复牌,大涨13.5%,市值突破1400亿元。周本人持股44.55%,按当日收盘价计算,价值630亿元。25日收平。 春节假期前,这家算力巨头,一口气发布21份公告,披露一个大动作:拟收购广东润惠剩余42.56%股权。 交易完成后,润泽科技将控制标的100%股权。 "广东润惠,本来就是我们的控股孙公司,现在相当于把它全资收购了。"董秘办回复,后续归母净利润,将按该公司100%净利润核算。 出手两次 《21CBR》记者就收购事宜,以投资者身份,咨询润泽科技。 董事长周超男,带领润泽科技,扩大算力资产版图。 她计划拿下的广东润惠,是一家算力中心解决方案服务商,主要做IDC、AIDC业务,核心资产为润泽(佛山)国际信息港项目。 公告称,标的有三个优势: 一是,地理位置好,紧邻广州、深圳两大城市,能让AI应用响应更快、不卡顿,满足用户对速度快、延迟低、稳定的超强算力需求; 二是,2020年就锁定土地、能耗等关键资源,资产具备稀缺性; 三是,在一线城市周边,构建较高竞争壁垒,展现战略价值。 "未来,标的可服务广深头部互联网企业、云服务商、智能驾 ...
Hut 8 Stock Pops As Earnings Highlight AI Pivot
Benzinga· 2026-02-25 15:40
Hut 8 stock is trading near recent highs. What’s next for HUT stock?Fourth Quarter Earnings MissThe company reported a fourth-quarter loss of $2.63 per share, far below Wall Street's consensus for a 43 cent loss, on revenue of $88.5 million versus expectations of $103.1 million. Despite the earnings miss and a net loss of $301.8 million, results showed strong top-line expansion from $31.7 million a year earlier.AI Power Strategy Underpins OutlookFull-year 2025 revenue climbed to $235.1 million, driven large ...
Hut 8 Mining p(HUT) - 2025 Q4 - Earnings Call Transcript
2026-02-25 14:32
Hut 8 (NasdaqGS:HUT) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAsher Genoot - CEOSean Glennan - CFOSue Ennis - Head of Investor Relations and Government AffairsSue EnnisGood morning, welcome to Hut 8's full year 2025 financial results conference call. Joining us today are our CEO, Asher Genoot, and our CFO, Sean Glennan. Following the presentation, we will open the line for questions. This event is being recorded, and a transcript will be made available on our website. In addit ...
Hut 8 Mining p(HUT) - 2025 Q4 - Earnings Call Transcript
2026-02-25 14:32
Hut 8 (NasdaqGS:HUT) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAsher Genoot - CEOSean Glennan - CFOSue Ennis - Head of Investor Relations and Government AffairsSue EnnisGood morning, welcome to Hut 8's full year 2025 financial results conference call. Joining us today are our CEO, Asher Genoot, and our CFO, Sean Glennan. Following the presentation, we will open the line for questions. This event is being recorded, and a transcript will be made available on our website. In addit ...
Hut 8 Mining p(HUT) - 2025 Q4 - Earnings Call Transcript
2026-02-25 14:30
Hut 8 (NasdaqGS:HUT) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker2Good morning, welcome to Hut 8's full year 2025 financial results conference call. Joining us today are our CEO, Asher Genoot, and our CFO, Sean Glennan. Following the presentation, we will open the line for questions. This event is being recorded, and a transcript will be made available on our website. In addition to the press release issued earlier today, our full annual report on Form 10-K is available at hut8.com, on our ED ...
CPower, Bentaus and Supermicro Successfully Flex AI Compute Load for Demand Response
Prnewswire· 2026-02-25 14:01
Core Insights - CPower, Bentaus, and Supermicro have successfully demonstrated that AI compute infrastructure can provide real-time flexibility to the electric grid, addressing the surge in power demand for AI applications [1] - The test showed that GPU-based workloads can respond to market signals in under 20 milliseconds, establishing a new paradigm for integrating AI compute into demand response programs [1] Group 1: Test Results and Implications - The joint demonstration proved that data centers can contribute to demand response and energy flexibility programs, maintaining AI workloads while using up to 75% less electricity during peak demand [1] - The U.S. AI power capacity is projected to rise from 5 GW to over 50 GW by 2030, highlighting the growing importance of AI in energy management [1] - The successful test marks a significant advancement in making AI compute loads controllable and grid-interactive, transitioning from theoretical concepts to practical applications [1] Group 2: Future Collaborations and Market Impact - CPower, Bentaus, and Supermicro plan to collaborate with data center operators and market participants across various U.S. wholesale power markets, including PJM, ERCOT, and SPP, to enhance grid-integrated AI infrastructure [1] - The ability of GPU workloads to react swiftly to market signals is crucial for aligning AI growth with grid operational realities, transforming AI factories from passive electricity consumers to active market participants [1] - CPower has generated $1.4 billion from demand response and energy flexibility programs since 2015, indicating a strong track record in monetizing flexible energy solutions [1]
谷歌拟建新数据中心,同类费率最低创业板人工智能ETF华夏(159381)止跌回升,两日获1.2亿元资金抢筹
Mei Ri Jing Ji Xin Wen· 2026-02-25 13:11
2月25日早盘,A股走势分化,周期板块补涨,AI科技方向回调,光模块、CPO等算力方向盘初下 挫。同类费率最低创业板人工智能ETF华夏(159381)震荡走低,截至10:33止跌回升,跌幅收窄至 1.44%。持仓股中,致尚科技,首都在线领跌,光库科技、太辰光等回吐昨日部分涨幅。资金春节前后 加速布局AI高景气方向,近两日,创业板人工智能ETF华夏(159381)累计获得资金净流入超1.2亿 元,同类费率最低云计算ETF华夏(516630)吸金0.35亿元。 消息面上,2月24日,谷歌公司将在美国明尼苏达州建设一个新的数据中心,并与当地公用事业公 司Xcel Energy合作,加速创新能源解决方案的实施。为了在不将成本转嫁给当地用户的情况下加速清 洁能源的部署,两家公司在明尼苏达州设计了清洁能源加速收费(CEAC)。谷歌表示,Xcel Energy将 为新的数据中心供电,自己将承担所有与电力服务相关的费用。 创业板人工智能ETF华夏(159381)跟踪指数CPO权重近50%,同时覆盖国产软件+AI应用企业, 具备较高弹性。其中前三大权重股为中际旭创(15.64%)、新易盛(15.57%)、天孚通信(6.85%) ...
Magnora ASA (SVMRF) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-25 12:31
PresentationErik SneveChief Executive Officer Good morning, and welcome to Magnora's Q4 and combined annual results report for 2025. I'm very pleased to say that we have had the highest growth ever in terms of origination. And we also entered the data center market, and we have some exciting news about the recent developments. Highlights and portfolio update. We increased our portfolio of data center, onshore wind and battery projects in attractive markets such as the Nordics, South Africa, Italy and German ...