目前，泰卢固之乡党正试图凭借自身影响力，为在安得拉邦投资的企业争取更优惠的联邦政策。洛克什 表示："我们愿意开展对话，必要时甚至会推动联邦层面的政策干预。"他将这一策略形容为"双引擎驱 动的高速列车"。 在人工智能(AI)系统需求的推动下，全球数据中心建设热潮兴起，印度已成为其中最大受益国之一。亚 马逊(Amazon.com Inc.)计划到2030年在这个南亚国家投资127亿美元建设云基础设施;ChatGPT开发商 OpenAI也正寻求在印度建设一座1吉瓦规模的数据中心。世邦魏理仕集团(CBRE Group Inc.)数据显示， 到2027年，印度数据中心市场的投资规模预计将突破1000亿美元。 印度总理纳伦德拉·莫迪(Narendra Modi)一直将数据中心等科技产业视为提振国民经济、帮助数百万民 众脱贫的关键抓手。然而，印度在实现这一愿景的过程中面临诸多挑战：水资源短缺与电力供应不稳定 仍是制约数据中心建设的重要瓶颈。 洛克什所在的泰卢固之乡党(Telugu Desam Party)由其父亲领导，该政党是莫迪施政计划的重要合作伙 伴。安得拉邦政府为新增工业项目提供土地与电力补贴——早在上世纪90年代末 ...

据ABB披露，双方合作的核心是支持英伟达计划推出的800V直流（DC）供电架构。该架构专为1兆瓦级服务器机柜设计，通过将电网13.8kV交流电直接转 换为800V直流电，大幅减少电力传输中的能量损耗。据悉，相较于传统54V直流供电系统，800V架构可将铜母线用量减少45%，同时提升5%的端到端效 率，显著降低数据中心的建设与运营成本。 【环球网科技综合报道】10月14日消息，据外媒报道，全球工业自动化与能源管理企业ABB正与英伟达展开深度合作，共同加速开发面向未来的吉瓦级 （GW）新一代数据中心。 英伟达此前在GTC 2025大会上已展示基于800VDC的电源机架原型，集成72kW电源单元（PSU）与锂离子超级电容器（LIC），效率达98%，占地面积减少 30%。 为推动800VDC架构落地，英伟达已联合全球电气生态系统合作伙伴，包括芯片供应商英飞凌、德州仪器，电源组件厂商台达电子、立讯精密，以及电力系 统巨头伊顿、施耐德电气。业内认为，ABB的加入将强化电力输送环节的技术整合能力，其专长于高压直流（HVDC）输电与智能电网管理，与英伟达的算 力基础设施形成互补。（青山） ...

Core Insights - Brookfield Asset Management is set to invest up to $5 billion in collaboration with Bloom Energy to deploy onsite fuel cell power generation technology for AI data centers, aiming to bypass the constraints of an aging power grid [1][2] - The investment is a strategic move to address the significant power demand of AI, which is projected to reach 10 gigawatts, comparable to the electricity consumption of New York City during peak summer [3][6] Group 1: Investment and Collaboration - Brookfield's investment marks its first major commitment to support the power and computing infrastructure for AI data centers [2][6] - The partnership with Bloom Energy is seen as a critical milestone for the commercialization of Bloom's technology in the AI sector [6] Group 2: Industry Challenges and Solutions - The AI industry's rapid expansion is putting unprecedented pressure on the electrical system, with new data center projects facing challenges due to the slow and complex process of increasing power supply capacity [3] - Onsite power generation is emerging as a key solution to the power supply challenges faced by data centers, allowing for faster deployment and greater energy autonomy [3][6] Group 3: Global Strategy - Both companies are collaborating globally to design and deliver "AI factories," with plans to announce a specific project location in Europe by the end of the year [2][4] - Brookfield has been actively investing in Europe, previously announcing a €20 billion plan to develop AI projects, aiming to create the largest AI infrastructure cluster in the region [6]

作为一种不依赖电网的解决方案，现场发电（Onsite Power Generation）正成为破解AI供电难题的关键。黄仁勋上周表示，行业需要建设独立于电 网的发电设施，以快速满足需求并保护消费者免受电价上涨的影响： 资产管理巨头Brookfield与燃料电池制造商Bloom Energy达成一项合作，旨在通过部署现场发电技术，为AI数据中心提供新的能源解决方案。 根据周一发布的公告，Brookfield Asset Management将投资至多50亿美元，用于部署Bloom Energy的燃料电池技术。这是Brookfield为支持大型AI 数据中心电力及计算基础设施战略的首笔投资。受此消息提振，Bloom Energy股价在盘前交易中一度飙升超过30%。 当下，AI行业庞大的数据中心计划正与老化的美国电网发生冲突，后者往往难以快速部署新增电力容量。Bloom Energy的燃料电池提供了一种可 快速部署的现场发电方案，因为它不依赖于现有电网，从而有效绕开了传统电力基础设施的限制。 两家公司表示，他们正在全球范围内合作设计和交付所谓的"AI工厂"，并将在今年年底前宣布一个位于欧洲的具体项目地点。此举标志着 ...

Core Viewpoint - The company is focusing on building a comprehensive AI computing power ecosystem by leveraging its strengths in the IDC sector and expanding its data center operations across key regions in China [1] Group 1: Company Strategy - The company is developing an AI computing power park in Southwest China and a computing center in Nansha, Guangzhou, as part of its network layout around the national eight major computing power hubs [1] - The company aims to create an innovative application ecosystem that integrates computing power, algorithms, and applications, facilitating efficient allocation of computing resources [1] Group 2: Future Plans - The company plans to expand its data center business in cities such as Beijing-Tianjin-Hebei, Hangzhou Bay, Greater Bay Area, Chengdu-Chongqing, Wuhan, and Xinjiang [1] - The company is closely monitoring the development of the Xinjiang International Integrated Computing Power Center project and possesses the technical and service capabilities to support such projects [1] - Currently, the company has not signed a formal cooperation agreement for the first phase of the project but intends to actively pursue related cooperation opportunities [1]

Core Viewpoint - UBS's latest report on the Chinese stock market suggests that if the MSCI China Index declines to the 74-point level, the market may receive significant support, prompting investors to re-enter at lower prices. Currently, the MSCI China Index is around 85 points [1]. Group 1: Market Analysis - The MSCI China Index has rebounded approximately 36% since its low point following the escalation of the tariff war in April [1]. - The current market trend is highly similar to the situation in April, where the index attracted substantial capital inflow near the 74-point mark [1]. - UBS believes that the current valuations are attractive, and with rising policy expectations, market funds are likely to repeat the trend of buying on dips [1]. Group 2: Sector Performance - Sectors that performed poorly during the April sell-off but showed a significant rebound may face greater selling pressure this time, including data centers, internet, technology hardware, automotive and components, and biotechnology [1].

Core Viewpoint - The stock price of *ST Yushun (002289.SZ) experienced significant volatility, influenced by the progress of its major asset restructuring, which is seen as a critical move for the company's survival [2][3]. Group 1: Stock Performance - *ST Yushun's stock price fluctuated dramatically, hitting a limit down early in the trading session but later rebounding to a limit up, closing at 34.7 CNY per share with a gain of 3.09% [2]. - The stock has seen an extraordinary increase of over 1000% within the year, with a current year-to-date gain of 845.51% despite recent adjustments [5]. Group 2: Asset Restructuring - On October 10, *ST Yushun completed the first phase of its major asset restructuring, paying 335 million CNY, which marks a significant advancement in the restructuring process [2]. - The restructuring involves acquiring 100% equity of three companies—Zhong'en Cloud Technology, Shenhui Biyuan, and Zhong'en Cloud Information—operating a data center project with approximately 8,000 cabinets [2][3]. - The total cash payment for the acquisition is set at 3.35 billion CNY, funded through loans from the controlling shareholder, the company's own funds, or self-raised funds [2]. Group 3: Financial Performance - *ST Yushun has reported continuous losses over five years, with a cumulative loss exceeding 120 million CNY, and faces delisting risk due to its financial performance [3]. - In contrast, the target companies are projected to generate revenues of 735 million CNY, 815 million CNY, and 218 million CNY for the years 2023, 2024, and the first quarter of 2025, respectively, with net profits significantly surpassing *ST Yushun's current performance [3]. - If the restructuring is successful, *ST Yushun's annual profit could potentially turn from a loss to a profit exceeding 150 million CNY, aiding in its financial recovery [3]. Group 4: Regulatory Attention - The unusual trading activity of *ST Yushun has attracted the attention of regulatory authorities, with the Shenzhen Stock Exchange monitoring the stock closely due to abnormal trading behaviors [5].

Core Viewpoint - DataPort's stock has experienced a significant decline, with a 5.33% drop on October 13, leading to a total market value of 23.721 billion yuan and a cumulative drop of 13.56% over six consecutive days [1] Group 1: Company Overview - DataPort, established on November 18, 2009, and listed on February 8, 2017, is located in Shanghai and primarily engages in data center server hosting and network bandwidth services [1] - The company's revenue composition is heavily weighted towards IDC services, accounting for 99.31%, while IDC solutions contribute only 0.69% [1] Group 2: Shareholder Insights - Among DataPort's top ten circulating shareholders, the Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 1.3024 million shares in the second quarter, now holding 3.9841 million shares, which represents 0.55% of the circulating shares [2] - The ETF has incurred a floating loss of approximately 7.4104 million yuan today, with a total floating loss of 21.7929 million yuan during the six-day decline [2] Group 3: Fund Performance - The Southern CSI 1000 ETF (512100) is managed by Cui Lei, who has been in the position for 6 years and 342 days, overseeing a total fund size of 94.976 billion yuan [3] - During Cui Lei's tenure, the fund has achieved a best return of 177.68% and a worst return of -15.93% [3]

Core Viewpoint - The company is actively monitoring the development of the Xinjiang International Integrated Computing Power Center project and has the technical and service capabilities to participate in such projects, although no formal cooperation agreement has been signed yet [1]. Group 1: Company Involvement - The company has expressed interest in the Xinjiang International Integrated Computing Power Center project, which involves the construction of a 2000P computing power cluster [1]. - The company is leveraging its strengths in the IDC sector to expand data center operations in key regions, including Beijing-Tianjin-Hebei, Hangzhou Bay, Greater Bay Area, Chengdu-Chongqing, Wuhan, and Xinjiang [1]. - The company is focused on building a national scheduling center for computing power, contributing to the integrated computing power network construction across the country [1]. Group 2: Project Details - The project aims to support satellite remote sensing data processing and cross-border logistics intelligent scheduling [1]. - The company is developing a "computing power + algorithm + application" innovative application ecosystem, which emphasizes efficient allocation of computing resources through regional systems and resource integration [1]. - The company will actively seize cooperation opportunities related to the project as they arise and will fulfill information disclosure obligations in case of substantial progress [1].

Core Insights - The article highlights the increasing electricity consumption of data centers in China, projected to reach 525.76 billion kilowatt-hours by 2030, which will account for 4.8% of the total national electricity consumption [2][4] - The company, Kehua Data, is addressing the challenge of balancing high computing power demands with energy consumption through its innovative "Green Power + AI + Light Storage Integration" concept [2][3] - Kehua Data is evolving from a power electronics technology company to a solution provider in three key areas: "Intelligent Computing Centers," "Smart Power," and "Clean Energy" [1][5] Energy Consumption and Management - In 2024, the national data center electricity consumption is expected to reach 166 billion kilowatt-hours, nearly equivalent to the output of two Three Gorges Hydropower Stations [1] - The company is focusing on the development of liquid cooling technology to meet the high-density and high-efficiency requirements of AI computing [2][3] - Kehua Data has introduced a modular, flexible delivery model for its high-density liquid cooling micro-modules, enhancing energy efficiency and operational safety [3] Smart Energy Solutions - The company has established itself as a leader in the aviation sector, contributing to the digital and green transformation of over 50 airports and aviation authorities since 2008 [3] - Kehua Data's smart energy solutions include a comprehensive energy management system that replaces traditional management methods with AI-driven monitoring [3][4] Clean Energy Initiatives - The company is responding to market demands with a comprehensive grid-connected energy storage solution, achieving full functional verification for its energy storage products [4] - Kehua Data emphasizes the importance of profitable revenue and cash flow in a competitive clean energy market [4] Global Positioning - Chinese companies, including Kehua Data, are transitioning from "domestic alternatives" to "global standard definers" in the fields of intelligent computing centers and clean energy [5][6] - Kehua Data has implemented an overseas development strategy, successfully delivering data center products in regions such as Southeast Asia, Central Asia, Europe, and North America [6] - The company recognizes the differing priorities of domestic and international clients, focusing on product autonomy and compliance in China, while emphasizing performance and compatibility with global standards abroad [6]