大模型时代的降临，让 GPU 算力成为了比黄金更稀缺的硬通货。然而，一边是企业对算力的饥渴，另一边却是算力资源的浪费。由于缺乏高效的虚拟化管 理工具，全球 GPU 的平均利用率往往徘徊在 10%-20% 之间，大量的显存与算力在"静态分配"的模式下处于闲置状态。 36氪近日获悉，异构算力虚拟化、高效调度管理平台「密瓜智能」（Dynamia.ai)完成天使轮融资，本轮由复星创富领投，拙朴资本和种子轮投资人跟投。据 悉，天使轮融资金额为数千元人民币，资金将主要用于 HAMi 开源生态建设及异构算力调度平台的产业化落地。 异构算力的"碎片化"困局 随着国产算力与多样化 AI 芯片的不断发展，企业内部算力环境呈现出更加多元与复杂的特征。不同架构、不同厂商的 GPU 与 AI 加速芯片在同一基础设施 中并存，使算力资源在管理、调度与使用层面面临新的挑战。 在实际落地过程中，企业普遍需要应对异构算力资源难以统一调度、资源共享效率不足以及算力利用率不高等问题，这也成为当前 AI 基础设施建设中等待 解决的关键环节。密瓜智能的核心突破点在于其发起并主导的 CNCF（云原生计算基金会）开源项目 —— HAMi。作为全球唯一专注 ...

Core Insights - VCI Global Limited has entered a strategic partnership with Tianneng, a leader in battery storage and new energy systems, to enhance Malaysia's AI ecosystem through renewable energy projects [1][4] Group 1: Partnership Details - The collaboration designates Tianneng as the primary Engineering, Procurement, Construction, and Financing (EPC+F) partner for a renewable infrastructure project that includes up to 250MW of solar generation and 800MWh of battery energy storage systems [2] - The initial project will be a utility-scale solar-plus-storage deployment located in Malacca, Malaysia [2] Group 2: Project Specifications - The integrated solar and battery energy storage system aims to provide reliable, round-the-clock clean power, catering to the needs of AI data centers and advanced digital infrastructure operators [3] - The project is expected to have an indicative gross value between US$200 million and US$300 million, with potential cumulative contracted revenue projected to reach between US$360 million and US$480 million over 20 years [6] Group 3: Financial and Operational Highlights - The annual revenue from the project is projected to be between US$18 million and US$24 million, based on an expected annual energy output of 350 to 450GWh [6] - The EPC+F structure allows for project-level financing, enabling VCI Global to scale infrastructure without diluting shareholder equity [5] Group 4: Company Background - Tianneng Holding Group reported US$10.7 billion in annual revenue for 2024 and is ranked No. 239 on the Fortune China 500 list, showcasing its significant industrial scale and credibility [4] - Tianneng has a total production capacity exceeding 80GWh and has been a leader in China's battery industry for nearly two decades, recognized for its advanced energy storage solutions [8]

U.S. stock futures rose in the first full trading week of the year on Monday after closing mixed on Friday. Futures of major benchmark indices were higher.Over the weekend, the U.S. struck Venezuela and toppled Nicolás Maduro‘s regime. On Saturday, President Donald Trump announced that U.S. oil companies are preparing to invest billions in Venezuela's oil industry, after the removal of President Maduro.The objective, as stated by Trump, is to restore Venezuela's dilapidated oil infrastructure and kick-start ...

Bitfarms (NASDAQ: BITF) is selling its 70 MW bitcoin mine in Paso Pe, Paraguay, according to a company press release. The bitcoin miner-turned AI infrastructure firm has entered into a purchase agreement with Sympatheia Power Funds for a total pay out of up to $30 million for the site. Per the deal’s terms, Sympatheia Power Funds will buyout all shares of the Bitfarms’ subsidiary that holds Bitfarms’ bitcoin mining assets in Paso Pe. This entails a $9 million payment upon the deal’s projected close in Q1 ...

AI infrastructure company, Vertiv Holdings Co. (NYSE:VRT) , which provides critical data center power and cooling solutions, is expected to be next in line to join the S&P 500 during the first quarter of 2026, according to prediction markets.Stock ‘Most Likely’ To Be Included In S&P 500The odds of the Ohio-based AI infrastructure provider joining the elite club of major U.S.-listed companies currently stand at 71% on Polymarket. Vertiv’s odds are currently higher than those of fintech company SoFi Technolog ...

Core Viewpoint - DigitalBridge Group Inc's stock is experiencing a significant surge due to advanced acquisition talks with Softbank for $4 billion, aimed at enhancing AI infrastructure [1] Group 1: Stock Performance - The stock is up 9.9% to $15.30, nearing its one-year high of $15.55 [1] - Over the past month, shares have increased by 57.3%, largely driven by a 45.3% rise on December 5, coinciding with the onset of acquisition rumors [1] - Year-to-date, the stock has gained 35.5%, with the 20-day moving average providing support last week [1] Group 2: Options Trading Activity - Options trading has surged, with 27,000 calls and 4,948 puts exchanged, seven times the average daily options volume [2] - The March 16 call is the most popular, indicating strong interest in the stock [2] - Short interest stands at 6.4% of the stock's available float, with a buyback period of 2.5 days at the stock's average trading pace [2]

Key Takeaways CRWV revenue up 134% YoY in Q3 as AI cloud demand, data center capacity and major partnerships surged.NBIS raised CapEx to about $5B to expand power capacity, but delays forced lower 2025 revenue guidance.NBIS' long-term hyperscale deals with Meta and Microsoft boost visibility amid execution risks.As AI adoption continues to surge, companies that provide the infrastructure powering large-scale models are increasingly in the spotlight. Two names that have captured investor interest are CoreWea ...

Core Insights - Nvidia has been a leading stock in the AI revolution, providing powerful processors essential for AI platforms [1] - The AI movement faces challenges, particularly in power infrastructure for data centers, creating new investment opportunities beyond Nvidia [2] - Vertiv is emerging as a promising stock in the AI infrastructure space, offering long-term growth potential [3] Company Overview - Vertiv specializes in AI infrastructure, providing cost-effective power and cooling solutions for data centers [4] - The company offers unique cooling solutions, such as chilled water systems, which can reduce power consumption by approximately 30% compared to conventional methods [5] - In addition to cooling, Vertiv provides power generation and electricity management solutions, including highly efficient energy systems [6][7] Industry Challenges - AI data centers are facing higher electricity costs than anticipated, complicating operational efficiency [8] - The need for effective cooling solutions in data centers has become a significant challenge as electricity prices rise [8] - Vertiv's future business prospects are growing faster than its current revenue, indicating strong potential for investors [8]

Core Insights - Nebius is positioned to become a significant AI infrastructure provider over the next decade, driven by rapid revenue growth and strategic enterprise partnerships [1] - The company is expanding its supercomputer capacity and real-world AI applications, which could lead to substantial long-term upside if executed efficiently [1] Company Overview - Nebius is experiencing explosive revenue growth, indicating strong demand for its AI infrastructure services [1] - The company is actively forming major partnerships with enterprises, enhancing its market position and potential for future growth [1] Market Trends - The demand for AI infrastructure is accelerating, suggesting a favorable market environment for companies like Nebius [1] - The expansion of supercomputer capacity is a critical factor in meeting the increasing needs of AI applications [1]

Artificial intelligence is driving explosive demand for computing power as companies invest heavily to develop and deploy AI models. ...