与此同时，全国首个绿色算电协同产业基地在大会上宣布启动，全国一体化算力网算电协同国家试点项 目宣布正式通电并网运行，两种算电协同项目的启动在引领科技进步、带动产业升级、培育新质生产力 中将发挥重要战略作用。 7月12日，2025 绿色算力（人工智能）大会现场。 盛夏的内蒙古自治区首府呼和浩特，绿意盎然，生机勃勃。 7月12日，2025绿色算力（人工智能）大会在这里举行。 本次大会由呼和浩特市人民政府主办，中国信息通信研究院、内蒙古和林格尔新区管理委员会、呼和浩 特市大数据管理局共同承办。 大会以"共筑绿色算力大生态 共创人工智能新未来"为主题，旨在加快实施国家"东数西算"战略，持续 展示全国一体化算力网络内蒙古枢纽节点和林格尔数据中心集群的建设优势和成果，打造全国绿色算力 保障基地，构筑绿色算力大生态。 大会上，一系列重磅成果的发布，彰显呼和浩特在国家算力网络布局中的关键地位。其中，和林格尔集 群多云算力资源监测与调度平台正式宣布接入全国一体化算力网资源监测平台，加速推动算力并网、算 力池化、监测调度等工作，使内蒙古自治区成为全国首个实现省级算力网与国家算力网联通的省份。 转自：草原云 在完成与国家算力网接入 ...

Core Points - Hyperscale Data, Inc. has successfully paid 36 consecutive monthly cash dividends for its 13.00% Series D Cumulative Redeemable Perpetual Preferred Stock, amounting to $0.2708333 per share per month [1][2] - The Company is committed to the long-term nature of the monthly dividend, emphasizing its track record with the Series D Preferred Stock [2] - Hyperscale Data operates a data center through its subsidiary Sentinum, Inc., focusing on digital asset mining and colocation services for AI ecosystems and other industries [3] Business Operations - The Company plans to divest Ault Capital Group, Inc. (ACG) by December 31, 2025, transitioning to solely owning and operating data centers for high-performance computing services [4] - Until the divestiture, Hyperscale Data will continue to provide mission-critical products across various industries, including AI software, social gaming, and private credit through ACG [4] - The divestiture will involve the exchange of Series F Preferred Stock for shares of Class A and Class B Common Stock of ACG, allowing stockholders to become ACG shareholders [5]

Core Viewpoint - The recent 50% tariff on copper trade with the United States has led to a significant increase in copper prices, which may indicate a longer-term upward trend in demand for copper, particularly driven by the technology sector and the rise of artificial intelligence [1][3]. Industry Insights - The demand for copper is expected to grow due to its essential role in housing and infrastructure development in both developing and developed economies, especially with the increasing market share of electric vehicles [2][3]. - The expansion of artificial intelligence and the data center infrastructure required to support it will significantly drive future copper demand, as this growth will be reflected in market prices [3][4]. Company Analysis: Super Micro Computer - Super Micro Computer Inc. (SMCI) has seen its stock rise by up to 4.3% following the copper tariff announcement, contributing to an 18% rally over the past month [4][10]. - As copper prices rise, the costs associated with building new data centers for AI development will also increase, prompting a shift towards efficiency rather than expansion [5][6]. - Super Micro Computer's liquid-cooling technology positions the company to address the challenges posed by rising copper prices, making it a key player in the market [7][9]. Market Positioning - The growth of cloud computing and the need for more data center infrastructure will benefit companies like Super Micro Computer, as they adapt to the rising costs of materials [8][9]. - Super Micro Computer's current price-to-earnings (P/E) ratio of 26.4x is below the sector average of 37.3x, indicating that the stock may still be undervalued despite recent gains [11][12]. - Institutional buying activity exceeding $500 million over the past two quarters suggests strong investor confidence in Super Micro Computer's potential amidst changing market dynamics [13]. Stock Forecast - Analysts project a 12-month stock price forecast for Super Micro Computer at $40.60, indicating a potential downside of 19.38% from the current price of $50.36 [10]. - The anticipated earnings per share (EPS) for the fourth quarter of 2025 is expected to be $0.74, which may not fully account for the demand boost from higher copper prices [10][12].

Industry Overview - The data center cooling market is expected to grow at a CAGR of 12.8% from 2023 to 2030, driven by the demand for coolant architectures for AI and high-performance computing [1]. Company Analysis: Super Micro Computer (SMCI) - SMCI's server and storage revenues are significantly supported by its direct liquid cooling products, achieving a production volume of over 2000 DLC racks per month [3]. - The company launched DLC-2 technology in May 2025, which offers features such as water and space savings, noise reduction, and a potential reduction in electricity costs by up to 40% [4]. - SMCI is currently facing challenges, including delayed purchasing decisions from customers and margin contraction due to increased competition from established players like HPE and Dell Technologies [5]. - The Zacks Consensus Estimate for SMCI's fiscal 2025 earnings is $2.07 per share, reflecting a year-over-year decline of 6.3% [5][6]. Company Analysis: Vertiv (VRT) - Vertiv has a robust thermal management portfolio, providing various cooling solutions that optimize performance and power utilization [7]. - The company is projected to achieve 24.91% EPS growth in FY25, driven by strong demand for AI cooling solutions [7][10]. - Vertiv continues to invest in research and capacity expansion to meet the growing needs of AI infrastructure, including the development of high-density cooling solutions for NVIDIA's platforms [9]. - The Zacks Consensus Estimate for Vertiv's fiscal 2025 revenues is $9.52 billion, indicating year-over-year growth of 18.8%, with earnings estimated at $3.56 per share, reflecting a growth of 24.91% [10][11]. Stock Performance and Valuation - Year-to-date, shares of SMCI have increased by 65.2%, while VRT shares have gained 6.3% [12]. - SMCI is trading at a forward Price to Sales ratio of 1.01X, above its median of 0.83X, whereas VRT is trading at a forward sales multiple of 4.5X, higher than its median of 4.25X [13]. Conclusion - Both SMCI and VRT are benefiting from the growth in cooling technology due to AI workloads and high-performance computing [16]. - However, VRT's financial metrics suggest it is a stronger investment choice compared to SMCI, which currently holds a Zacks Rank of 3 (Hold) versus VRT's 2 (Buy) [16].

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Group 2 - The company is focused on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4] - Automation and software tools, including generative AI, are used, but all content is edited and authored by humans [5]

Core Viewpoint - Hyperscale Data, Inc. is set to launch StableShare, a platform for tokenizing various asset classes, in Q1 2026, as part of a broader strategy to create a blockchain-based financial ecosystem [1][2][3] Group 1: Product Launch and Features - StableShare will enable the tokenization and management of public equities, private securities, real estate, and infrastructure projects, with all assets recorded on the Ault Blockchain for rapid settlement and transparency [3][4] - Ault Markets is also planning to introduce a decentralized exchange (DEX) to complement StableShare, both powered by the Ault Blockchain, which aims to provide institutional-grade speed and compliance [2][3] Group 2: Strategic Vision - The founder of Hyperscale Data envisions StableShare as the beginning of a fully digitized financial infrastructure, merging traditional finance with future technologies [3][4] - Ault Blockchain is described as the foundational layer where equity meets liquidity and compliance meets code, supporting the overall ecosystem of StableShare and the DEX [4] Group 3: Company Structure and Future Plans - Hyperscale Data operates through subsidiaries, including Sentinum, which focuses on data center operations and digital asset mining, and Ault Capital Group, which pursues growth through acquisitions [5][6] - The company plans to divest Ault Capital Group by December 31, 2025, transitioning to focus solely on data center operations and high-performance computing services [6][7]

Core Viewpoint - The article discusses the significant demographic shifts in China, highlighting a decline in the population growth rate and a notable outflow of residents from many provinces, particularly in the context of urbanization and economic opportunities. Group 1: Population Trends - In 2021, China's total population peaked at 1.4126 billion, but in 2022, the number of deaths exceeded births for the first time, marking a shift from positive to negative natural population growth [1] - By 2024, 20 out of 31 provincial-level regions in China experienced a decrease in their resident population compared to the previous year, with only 8 regions showing growth [2] Group 2: Population Changes by Region - Guangdong, Zhejiang, and Fujian were the top three provinces for population growth, with Guangdong increasing by 740,000, Zhejiang by 430,000, and Fujian by 100,000 [3] - Conversely, Shandong saw the largest decline, losing 430,000 residents, followed by Henan and Hunan, each losing approximately 300,000 [4][5] Group 3: Long-term Population Dynamics - From 2000 to 2010, only five provinces saw a decrease in resident population, while the trend of population decline in the Northeast became pronounced in the 2010s, with over 11.3 million residents lost [5][6] - By 2024, the number of provinces experiencing population decline had increased to 19, indicating a broader trend of demographic challenges across the country [8] Group 4: Urbanization and Migration Patterns - In economically vibrant provinces like Zhejiang, population growth was observed across all 11 prefecture-level cities, with Hangzhou adding 659,000 residents from 2020 to 2024 [10] - In contrast, in Hunan, only the capital city of Changsha saw population growth, while the other 13 cities experienced declines [14] Group 5: Economic Factors Influencing Population Movement - The automotive industry has played a crucial role in reversing population decline in Anhui, with significant job creation in the sector [24] - Guizhou has also seen a demographic turnaround due to the establishment of data centers, attracting a growing workforce [26]

China is building a slew of data centers in its once-restive Xinjiang region that it hopes will power its ambition to be a world leader in AI https://t.co/c4IhKFFWs3 ...

Core Viewpoint - Vertiv is facing potential competition from Amazon in the cooling technology sector, which has led to a decline in its stock price by 7.3% following the news [1][2]. Group 1: Competition and Market Dynamics - Amazon is advancing in liquid cooling technology for its P6e-GB200 Ultra Servers, which enhances compute density and supports Nvidia Blackwell GPUs on AWS [3][4]. - The new custom liquid cooling system developed by Amazon was created in just 11 months and is now being deployed, indicating a significant move into the cooling technology space [4]. - Amazon has evaluated multiple liquid cooling solutions from other vendors but found them unsuitable for AWS, which may indirectly reference Vertiv [5]. Group 2: Implications for Vertiv - Vertiv's stock has increased approximately tenfold since 2022, largely benefiting from the AI boom, and it reported a 25% organic net sales growth in the first quarter [6]. - While Vertiv's near-term prospects appear solid, the entry of Amazon into the cooling technology market could pose challenges to its growth trajectory [6].

SATO Establishes Qritical.AI Inc. to Develop New AI Digital Infrastructure OperationsQritical.AI to launch with inaugural project delivering sovereign AI infrastructure for Canadian large language models (LLMs) and inference workloads with Quebec as first project locationJuly 10, 2025 8:30 AM EDT | Source: SATO Technologies Corp.Toronto, Ontario--(Newsfile Corp. - July 10, 2025) - SATO Technologies Corp. (TSXV: SATO) (OTCQB: CCPUF) (the "Company", or "SATO") SATO Technologies Corp. ("SATO" or ...