IDC 篇周期中成长，迎来又一春 20250922 摘要 IDC 行业受益于技术迭代和数据流量增长，市场规模持续扩大，国内市 场增速尤为显著，2023 年市场规模达 2,407 亿元，同比增长 26.7%。 国内 IDC 供应商主要分为运营商和第三方服务商，运营商占据主导地位， 第三方服务商凭借灵活性和定制化服务提升市场份额，部分企业跨界布 局，大型互联网厂商则自建 IDC。 IDC 建设模式分为自建和租赁，自建模式前期投入大但利润率高，适合 资金雄厚的公司；租赁模式前期投入低，扩张快，适合资金有限的公司。 数据中心行业有自建、租赁和需求定制三种商业模式，各有优劣，批发 型 IDC 服务又可细分为包电模式和机柜分离模式。 AI 大模型驱动数据中心行业快速增长，预计 2025 年中国智算规模达 1,037 E FLOPS，未来几年仍保持较高复合增长率，互联网大厂加强 AI 和算力投资是主要推动力。 IDC 供给侧核心竞争要素包括资源获取、获客成本及资金，优质区域资 源影响需求溢价，绑定头部客户降低获客成本，成本控制通过严控 PUE 提高电能利用率。 东数西算工程平衡东西部数据中心布局，缓解东部资源压力，促进西部 ...

Key Takeaways Equinix launched CN1, its first Chennai data center, spanning nearly six acres in Chennai, Tamil Nadu.Phase one delivers 800 cabinets with $69M investment, expanding to 4,250 cabinets once fully built.CN1 offers 99.999% uptime, liquid cooling, and Equinix Fabric for hybrid multicloud connectivity.Equinix (EQIX) recently announced the opening of its first International Business Exchange (IBX) data center, CN1, in Chennai, India. This facility is located in Siruseri, Tamil Nadu, covering nearly ...

One of Jensen Huang's biggest bets from his promise for Nvidia to invest $2.7 billion into British AI startups was a tiny data center operator Nscale.Getty Images“I’ve never seen a startup take off like that before.” That was Nvidia’s cofounder and CEO Jensen Huang’s take on Nscale, a tiny London-based startup that pivoted from mining crypto to winning deals to power OpenAI’s data centers in just two years.Nscale has emerged as one of the biggest winners from the $200 billion of deals announced last week as ...

NEW YORK, Sept. 22, 2025 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has doubled its AI Cloud capacity to 23k GPUs following the procurement of an additional 12.4k GPUs, and is now targeting more than $500m in AI Cloud annualized run-rate revenue (ARR) by Q1 2026.1 To meet rising demand, IREN has purchased 7.1k NVIDIA B300s, 4.2k NVIDIA B200s and 1.1k AMD MI350Xs for approximately $674m.2 The order reflects a growing trend of customers contracting capacity ahead of delivery, ...

公司业务拓展 - 公司在印度金奈推出首个国际商业交换数据中心CN1 扩大区域业务覆盖 [1] - 新数据中心位于泰米尔纳德邦Siruseri 占地近6英亩 距离金奈中央商务区约28公里 [1] - 该设施与孟买园区互联 后者包含三个IBX数据中心 [1] 基础设施能力 - 初始机柜容量800个 规划扩展至4,250个机柜 [2] - 设计运行可用性达99.999% 支持混合多云环境的Equinix Fabric互联服务 [2] - 邻近规划中的海底电缆登陆站 增强连接潜力 [2] 生态系统建设 - 与印度300多家企业合作 包括网络服务提供商和互联网交换中心 [3] - 通过孟买园区提供主要云服务商接入 包括AWS、Google Cloud、Microsoft Azure和Oracle Cloud [3] - 金奈CN1数据中心可无缝连接至该云生态系统 [3] 全球运营规模 - 全球范围运营超270个数据中心 覆盖36个国家77个市场 服务超10,000家客户 [5] - 亚太地区管理超60个数据中心 分布在主要大都市区域 [6] - 2024年全球运营（包括印度）实现96%可再生能源覆盖 [6] 战略定位 - 此次扩张是推进印度数字化进程的关键步骤 [4] - 将孟买建立的云服务商、运营商、内容商和企业互联生态系统扩展至泰米尔纳德邦客户 [4] - 强化印度作为全球技术枢纽的地位 同时保持可持续性和创新核心 [5]

Plug Power could benefit from rising demand for artificial intelligence.Rising demand for artificial intelligence (AI) could create favorable conditions for many hydrogen stocks, Plug Power (PLUG 4.05%) included. Companies that operate AI infrastructure like Amazon and Alphabet are racing to build new data centers that are powered by renewable energy. The main challenge isn't in building new data centers, but in scaling up the required amount of renewable energy. This is where hydrogen fuel comes into play. ...

Microsoft Corp. and OpenAI are among the US firms that have in recent days pledged to invest £31 billion into artificial intelligence projects in Britain, but industry experts say the commitment could be undermined by the UK’s aging power grid and some of the world’s highest electricity prices. Prime Minister Keir Starmer has promised to fast-track planning approval for data centers and ease access to the power grid. But AI is notoriously energy-hungry and companies could look elsewhere if the government ...

We came across a bullish thesis on Bitfarms Ltd. on wallstreetbets subreddit by checazzo01. In this article, we will summarize the bulls’ thesis on BITF. Bitfarms Ltd. 's share was trading at $2.0400 as of September 11th. BITF’s trailing and forward P/E were 28.31 and 84.03 respectively according to Yahoo Finance. TD Cowen Reaffirms Buy on Strategy (MSTR), Trims Target to $640 Photo by Jievani Weerasinghe on Unsplash Bitfarms Inc. (BITF), a company traditionally known for Bitcoin mining, is emerging as ...

Accessibility StatementSkip Navigation REDWOOD CITY, Calif., Sept. 19, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company, announced the opening of its first International Business Exchangeâ"¢ (IBX) data center in Chennai, India—CN1. Located in Siruseri, Tamil Nadu, on a nearly six-acre plot of land, this new facility will be interconnected with Equinix's Mumbai campus, which consists of three IBX data centers. With its strategic location, rapid cloud adoption an ...

All right, great pleasure. We bring in Joe Leavia, counselor to the Treasury Secretary. Joe, welcome as always.Um, our good friend, yours and mine, Steve Moore, wrote a piece today in the Wall Street Journal. Trump's tariffs on aluminum kill US factory jobs. They're costly for companies that use the metal to make things, including recyclers.I just wanted Steve's going to be on in a moment after you after the break. You have a thought on that. What is the rebuttal from the administration.Larry, Steve is a gr ...