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GDS Announces the Launch of an Initial Public Offering for its C-REIT on the Shanghai Stock Exchange
Globenewswire· 2025-06-26 10:00
SHANGHAI, China, June 26, 2025 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced that the China Securities Regulatory Commission (“CSRC”) and Shanghai Stock Exchange have approved the registration and launch of an initial public offering (“IPO”) for its China REIT (“C-REIT”). The transaction involves the sale by GDS of 100% equity interest in a project compan ...
2 Brilliant Stocks to Profit from the AI Infrastructure Boom
The Motley Fool· 2025-06-26 08:05
Investors looking tomorrow's winners should pay attention to the development of the world's technology infrastructure. Companies are going all-in on artificial intelligence (AI), and it's leading to a massive buildout of data center infrastructure.The data center construction market is expected to increase from $240 billion in 2024 to $456 billion by 2030, according to Grand View Research. Another estimate from Statista finds that the AI server market could increase roughly 10-fold to $430 billion by 2033.F ...
Lousiana Gov. Jeff Landry on Meta's $10 billion data center investment
CNBC Television· 2025-06-25 19:13
So this year, as CNBC searches for our top state for business, Scott Con is visiting what could be the biggest data center yet. It's being backed by META, and it's going to require a lot of electricity to run it. Scott is at the construction site in Richland Parish, Louisiana with a very special guest.Scott, hey, Brian. Yeah, 10 billion dollars they're pumping into this. It is a big deal.This will be the largest data center uh in the Western Hemisphere at least. And we're about to talk to someone who was in ...
国产AIDC算力链信心回归
2025-06-24 15:30
Summary of Conference Call Records Industry Overview - The conference call discusses the **AIDC (Artificial Intelligence Data Center)** industry in China, highlighting the challenges and opportunities faced by the domestic AI infrastructure supply side due to stricter energy consumption regulations imposed by the National Development and Reform Commission [1][4]. Key Points and Arguments - **Energy Consumption Regulations**: The National Development and Reform Commission has set higher energy consumption standards, leading to a more competitive landscape as some cross-industry companies exit the market [1][4]. - **AI Application Growth**: The development of AI applications, particularly in gaming, is supported by government subsidies of up to **30 million yuan** per project, which boosts demand for domestic computing power in core cities [1][5]. - **Market Recovery**: Major companies like ByteDance, Alibaba, and Tencent are expected to resume large-scale bidding for AI-related equipment in Q3 as chip supply issues ease, which will likely increase procurement volumes [1][6][7]. - **Stock Market Sentiment**: Companies such as Century Internet and Global Data have seen stock price recoveries, indicating restored market confidence and optimistic investor sentiment regarding future industry developments [1][8]. - **Valuation Metrics**: IDC companies are typically valued using EV/EBITDA, with overseas companies valued between **10 to 15 times**, and domestic companies at similar levels. The industry is expected to continue its recovery in Q3, driven by AI application growth [1][9]. Additional Important Insights - **Chip Supply Chain**: The domestic AI chip supply chain faced significant challenges in Q2, with major companies reducing their procurement volumes due to chip shortages. However, improvements are anticipated in Q3 as domestic chip production ramps up [2][11]. - **Technological Innovations**: The AIDC era is marked by technological changes in power supply and cooling systems, including the transition from traditional air cooling to liquid cooling, which poses challenges for IDC suppliers [4][12]. - **Delivery Cycle Changes**: The delivery cycle for data centers has been significantly shortened from **1-2 years to under 6 months**, reflecting the industry's need for rapid deployment despite ongoing supply chain issues [14]. - **Policy Impact**: The government's energy consumption approval policies are expected to benefit capable operators while phasing out less competent firms, leading to a stabilization of industry prices and potential improvements in profit margins [15]. Companies to Watch - Key companies in the AIDC supply chain include: - AI Data Centers: **Guanghuan New Network, Aofei Data, Xingwang Group, Davi Technology, Data Port** - Equipment and AI Chips: **SK Hynix Information** - Computing Power Leasing: **Youfang Technology, Hongjing Technology** - Liquid Cooling and HVDC Server Power: **Inveke, Lian De Equipment, Feirongda, Zhongheng Electric, Opcon Vision** - Network Switches and Optical Modules: **Lian De Technology, Ruijie Networks, Guangxun Technology, Huaguang Technology, Zhongji Xuchuang, Xinyi Sheng, Unisplendour** [10][13].
“东数西算”枢纽和林格尔新区:数据中心“绿电”使用率超80%
Zhong Guo Xin Wen Wang· 2025-06-24 10:34
位于呼和浩特市南20余公里的和林格尔新区,是国家"东数西算"工程八大枢纽、十大数据中心集群之 一,也是国家大数据综合试验区的核心区。 记者采访获悉,截至目前,新区46个数据中心项目总算力规模达9.1万P,其中智能算力规模达8.6万P。 当地通过"风—光—储"一体化清洁能源供电方式为算力中心提供"绿电",推动绿色算力对新能源就地消 纳,数据中心"绿电"使用率已达80%以上。 资料图:位于呼和浩特市南20余公里的和林格尔新区,是国家"东数西算"工程八大枢纽、十大数据中心 集群之一。和林格尔新区党群服务中心供图 筑牢数字经济"绿色底座" 中新网呼和浩特6月24日电 题:"东数西算"枢纽和林格尔新区:数据中心"绿电"使用率超80% 作者 康玮 张素 工业、教育、农业等领域的一系列应用成果,成为新区推动人工智能产业蓬勃发展的注脚。有来自企业 的负责人说:"新区不仅是项目落地的承载地,更是技术成果转化的核心枢纽。" 近年来,借助政策东风,呼和浩特加快发展绿色、优质、安全的算力项目,吸引大量国内外企业入驻, 着力构建算力"底座"。 和林格尔新区相关负责人介绍,目前已落地包括中国移动智算中心、中国电信云计算信息园等在内的46 ...
WhiteFiber, Inc. Announces C$60 Million Credit Facility with Royal Bank of Canada for Data Centers
Prnewswire· 2025-06-23 20:00
NEW YORK, June 23, 2025 /PRNewswire/ -- WhiteFiber, Inc. ("WhiteFiber"), the wholly-owned HPC subsidiary of Bit Digital, Inc. (Nasdaq: BTBT) ("Bit Digital" or the "Company"), today announced entry into a definitive credit agreement with the Royal Bank of Canada ("RBC"), the largest bank in Canada, to finance its data centers business. The facility provides up to C$60 million in aggregate financing. Proceeds will be used to support the continued buildout of WhiteFiber's Tier-3 AI data center portfolio. The c ...
Given Almost $75 Million in Executed Preferred Stock Purchase Agreements, Hyperscale Data Does Not Currently Intend to Raise Additional Equity
Globenewswire· 2025-06-23 10:30
Agreements with Ault & Company and an Institutional Investor to Provide Capital Are Anticipated to Support Michigan Data Center Build-OutLAS VEGAS, June 23, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today announced that it does not currently intend to pursue additional equity offerings, given that it has entered into existing financing agreements whereby it expects to raise up to an additional $68 million in pref ...
RETRANSMISSION: HIVE Digital Technologies Announces the Acquisition of 7.2 MW Toronto Data Center for Future BUZZ HPC and Sovereign AI Development
Newsfile· 2025-06-23 10:00
Core Insights - HIVE Digital Technologies Ltd. has announced the acquisition of a 7.2 MW data center in Toronto, Canada, aimed at enhancing its high-performance computing (HPC) infrastructure and developing a sovereign AI ecosystem through its subsidiary BUZZ HPC [3][4][5]. Group 1: Acquisition Details - The facility will serve as a foundational pillar for BUZZ HPC's growth, enabling the deployment of advanced liquid-cooled compute infrastructure for AI workloads [4][5]. - The acquisition is positioned strategically in Toronto, which is recognized as Canada's largest tech hub, facilitating access to higher education, AI research, and fiber optic connectivity [5][6]. Group 2: Strategic Importance - This move is part of HIVE's long-term vision to build next-generation compute infrastructure in Canada, contributing to the development and hosting of Canadian data and AI models [5][6]. - The Toronto data center is expected to support large-scale AI training, inference, and cloud services tailored for Canadian enterprises and government initiatives [4][5]. Group 3: Future Plans and Commitments - HIVE aims to upgrade the facility to Tier 3 standards, allowing it to operate a GPU cloud of up to 5,000 next-generation GPUs for AI compute [7]. - The acquisition aligns with HIVE's commitment to sustainable digital infrastructure, with plans to integrate green energy sources [6][7].
迪拜数字基础设施公司EDGNEX将斥资23亿美元在印尼建数据中心
news flash· 2025-06-19 10:41
印尼通信与数字事务部发布声明称,总部位于阿联酋迪拜的数字基础设施公司EDGNEX将斥资23亿美 元,在印尼西爪哇省芝卡朗工业区建设超大型数据中心。预计该公司将在2026年完成第一阶段开发,二 期建设将持续至2028年。 ...
全国首批数据中心REITs获批,算力基建迎“活水”
Huan Qiu Wang· 2025-06-19 03:39
【环球网财经综合报道】6月18日,全国首批2只数据中心REITs正式获批。中国证监会主席吴清在2025陆家嘴论坛上宣布了这一消息,并表示将支持科技企 业利用新型资产开展资产证券化。同日,南方润泽科技数据中心REIT和南方万国数据中心REIT成功获得注册。 南方润泽科技数据中心REIT底层资产为润泽科技位于京津冀国家枢纽节点的润泽国际信息云聚核港(ICFZ)A-18数据中心项目,拥有超5800个机柜,上架 率超99%。南方万国数据中心REIT则依托万国数据位于长三角黄金地带昆山的国金数据云计算数据中心项目,配备4192个机柜。 业内人士普遍认为,数据中心REITs的推出意义重大。一方面,它为数据中心运营商提供了盘活存量资产、优化资本结构的新途径,发行后可通过扩募持续 引入市场化资金,满足高成长性企业对算力基础设施的持久投入需求,并有助于构建"重资产基础设施+轻资产运维服务"的业务架构。另一方面,它能够引 导更多社会资本以市场化方式参与算力建设,为科技创新和"数字中国"建设注入源源不断的"活水"。 随着AI产业的蓬勃发展,市场对算力资源的需求日益迫切。此次REITs的获批,不仅支持了相关企业的发展,也体现了金融服 ...