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SuperX与中恒电气成立合资公司,以颠覆性供电技术重塑全球AI数据中心能源格局
Sou Hu Cai Jing· 2025-09-15 14:12
中恒电气是中国HVDC技术的领导者和行业标准的定义者之一,其HVDC解决方案已在中国移动、中国 电信、阿里巴巴、腾讯、百度等顶级运营商和互联网巨头的数据中心得到大规模部署和长期稳定运行的 验证,支撑着中国核心的数字经济基础设施。 协同价值:赋能SuperX成为全球领先的全栈AI基础设施提供商 与中恒电气的合作,为SuperX带来了极大的战略价值: 新成立的合资公司 "SuperX Digital Power" 将整合双方优势,面向全球(除中国大陆、香港、澳门外)市 场推出的高压直流( HVDC )解决方案,直击 AI 算力高能耗痛点,提供更高效率、更低成本的下一代数 据中心能源方案 新加坡2025年9月15日-- Super X AI Technology Limited(纳斯达克代码:SUPX)(以下简 称"SuperX"),一家AI基础设施解决方案提供商,今日宣布其英属维尔京群岛全资子公司SuperX AI Solution Limited与中国数字能源领军企业杭州中恒电气股份有限公司(深圳证券交易所代码:002364) (以下简称"中恒电气")的新加坡全资子公司Enervell Power Pte. L ...
新力量NewForce总第4828期
First Shanghai Securities· 2025-08-01 10:40
Group 1: Company Performance - Meta Platforms reported Q2 2025 total revenue of $47.52 billion, a year-on-year increase of 21.6%, exceeding the guidance midpoint of $44 billion and Bloomberg consensus of $44.8 billion[6] - Family of Apps revenue reached $47.15 billion, with advertising revenue at $46.56 billion, up 21.5% year-on-year[6] - GAAP net profit was $18.34 billion, a 36.2% increase, surpassing the consensus estimate of $15.2 billion[6] Group 2: Advertising Business Growth - Advertising impressions grew by 11% year-on-year, rebounding from 5% in the previous quarter[7] - The average revenue per thousand impressions (CPM) increased by 9% year-on-year, slowing from 11% in the previous quarter[7] - AI-driven advertising systems contributed to a 5% increase in Facebook user engagement and a 6% increase for Instagram[7] Group 3: Future Projections and Valuation - The target price for Meta Platforms is set at $880, representing a 26.58% upside from the current price of $695.21[12] - The company is expected to achieve a compound annual growth rate (CAGR) of 16.7% over the next three years[8] - The estimated earnings per share (EPS) for 2025 is projected at $28.00, an 11% increase from the previous estimate[2] Group 4: Risks - Potential risks include macroeconomic downturns, slower-than-expected AI development, underperformance in VR business, and regulatory risks related to user data[9]
SuperX:加速全球化布局 日本AI供应中心将于下半年投产
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-07-29 11:16
Core Insights - Super X AI Technology Limited plans to establish its first regional AI supply center in Japan, with operations expected to commence in the second half of 2025, capable of delivering final assembly, system integration, and quality control for 10,000 high-performance AI servers annually [1][2][4] - The establishment of the supply center is a strategic move to enhance the company's "one-stop AI data center solution provider" capabilities, significantly improving end-to-end AI solution delivery and strengthening its global AI supply chain network [1][4][5] Company Overview - SuperX is a leading AI infrastructure solution provider headquartered in Singapore, serving institutional clients globally, including large enterprises and research institutions [2] - The company offers a comprehensive product ecosystem for AI data centers, including proprietary hardware, advanced software, and end-to-end services [2] Market Context - The Asia-Pacific region is becoming a core engine for global computing power demand, with Japan's AI systems market projected to grow by 41.6% in 2024, surpassing 1 trillion yen for the first time [1][4] - The global data center market is expected to grow from $347.64 billion in 2024 to $386.71 billion in 2025, with a CAGR of approximately 11.24% [4] Strategic Location - The supply center is located in Tsu City, Mie Prefecture, strategically positioned between Osaka and Nagoya, allowing it to serve both the Kansai and Chubu economic regions [3] - The center's location facilitates connections to major ports and airports, ensuring efficient service across Japan [3] Service Enhancement - The Japanese supply center will focus on the final assembly, system integration, and quality control of core products, aiming to provide faster and more localized delivery experiences for Japanese customers [2][5] - By establishing a local supply center, the company can achieve localized integration and delivery, significantly reducing the delivery cycle for complex solutions [4] Quality Assurance - The establishment of the supply center in Japan will ensure high-quality solutions through local integration and stringent quality control, leveraging Japan's renowned precision manufacturing [5] - This move will diversify and strengthen the company's global delivery network [5] Future Outlook - The CTO of SuperX emphasized that the supply center is a crucial step in providing excellent end-to-end solutions, integrating top-tier hardware into efficient AI solutions [6] - The center is expected to drive significant growth for the company as AI infrastructure demand continues to rise with advancements in emerging technologies [6]