炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：网易科技） 谷歌在为大幅扩张数据中心从而支持人工智能（AI）领域发展而进行超大规模交易。母公司Alphabet Inc.将以现金加承担债务的方式，总规模47.5亿美元全资收购数据中心的能源供应商Intersect Power LLC。 这笔收购旨在为谷歌获得更多数据中心电力供应，应对美国老化电网难以满足因AI、新工厂和经济全 面电气化而数十年来首次激增的电力需求。一年前谷歌已通过融资入股Intersect，与其建立了在数据中 心园区旁建设大型能源工厂的合作伙伴关系。 根据美东时间22日周一公布的协议，收购完成后，提供数据中心和能源基础设施解决方案的Intersect将 继续以独立品牌运营，但将与谷歌技术基础设施团队紧密合作。该交易预计将在2026年上半年完成。 Alphabet CEO Sundar Pichai表示："Intersect将帮助我们扩大产能，在与新数据中心负载同步建设新发电 能力时更加灵活地运营，并重新构想能源解决方案，从而推动美国的创新和领导地位。" 收购覆盖在建项目，部分资产除外 据Alphabet本周一的公 ...

Core Insights - Ameresco's third quarter results exceeded revenue expectations but faced a negative market reaction due to broader market conditions [1] - The company highlighted strong execution in energy infrastructure and asset business lines, driven by increased electricity demand from data centers and industrial clients [1] - Management emphasized the growth in project backlog and recent successes in large-scale power and battery storage solutions [1] Financial Performance - Revenue for Q3 was $526 million, surpassing analyst estimates of $520.5 million, reflecting a 5% year-on-year growth [6] - Adjusted EPS was $0.35, beating analyst estimates of $0.30 by 16% [6] - Adjusted EBITDA reached $70.4 million, exceeding estimates of $65.72 million, with a margin of 13.4% [6] - The company reaffirmed its full-year revenue guidance of $1.9 billion and adjusted EPS guidance of $0.80 [6] - EBITDA guidance for the full year is set at $235 million, slightly below analyst estimates of $236.7 million [6] - Operating margin improved to 8.1%, up from 7% in the same quarter last year [6] - Market capitalization stands at $1.86 billion [6] Strategic Focus - The company is focusing on energy infrastructure for federal and commercial data centers, with a growing project pipeline [6] - Ameresco is leveraging federal land and experience for projects, which is expected to enhance pipeline development [6] - There is a notable increase in the share of battery storage in the project backlog, with efforts to diversify battery supply and mitigate cost fluctuations [6] - Management expressed confidence in sustaining long-term EBITDA growth through an expanding pipeline of data center and battery projects [6] - Investments in staffing and technical partnerships are being made to ensure operational readiness for multiple large projects [6]