Total Assets of Approximately $377 Million  LAS VEGAS, Dec. 15, 2025 /PRNewswire/ -- Hyperscale Data, Inc. (NYSE American: GPUS), an artificial intelligence ("AI") data center company anchored by Bitcoin ("Hyperscale Data" or the "Company"), today announced that, as of November 30, 2025, its estimated total assets of approximately $377 million equate to approximately $1.17 per share of Class A common stock (the "Common Stock"), and its estimated net assets of approximately $168 million equate to approximat ...

EdgeMode, a US-based datacentre developer, is seeking to rescind a share exchange agreement from earlier in 2025, following the discovery of issues during an internal review of its portfolio. The company announced this move as part of a strategic evaluation and provided updates on its AI datacentre developments in Spain. The rescission process, which may require judicial intervention, aims to reverse the transaction based on newly uncovered information. The potential impact of this rescission represents ...

Google has unveiled a USD 15 billion investment to build a 1GW AI-powered data centre campus in Visakhapatnam—its largest outside the United States—creating a major AI and subsea-connectivity hub and significantly strengthening India’s digital infrastructure, while also raising considerations around water and power sustainability.Microsoft has announced USD 17.5 billion in investments for 2026–2029 to expand cloud and AI capacity.Amazon has committed USD 35 billion across its India businesses through 2030, ...

央视网消息：记者从工业和信息化部了解到，我国正有序推进算力中心建设布局，提升智算资源供给能力和资源利用效率，加速构建协同 高效的全国一体化算力网络。 数据显示，我国算力基础设施规模和水平不断提升，在用算力中心规模达1250万标准机架。当前，我国算力发展面临着算力监测效率不 高、算力供需信息不全、算力分配缺乏全局规划等难点。 工业和信息化部副部长张云明称："合力布局智能算力设施，加快构建全国一体化算力网络，深化人工智能在信息通信网络中的部署应 用，提升信息通信业支撑AI、应用AI、融合AI的能力。" 工业和信息化部日前发布的《算力互联互通行动计划》提出，构建算力互联互通平台体系，实现不同主体、不同架构的公共算力资源标准 化互联。 中国信通院云计算与大数据研究所副所长栗蔚称："2025年整体体系完成试验验证阶段，算力标识网关、高性能传输协议、异构计算API 等标准化接口和协议在试验阶段实现公共算力标准化互联可行，到2028年形成具备智能感知、实时发现、随需获取的算力互联网。" 国际数据公司预计，中国智能算力规模仍将保持高速增长，2025年将较2024年增长43%，2026年中国智能算力规模将达到2024年的两倍。 ...

涉及的行业与公司 * 行业：美国公用事业与清洁能源、可再生能源与电力行业、数据中心驱动的电力需求市场[1][2] * 公司：杰富瑞（Jefferies）及其研究团队，Rystad Energy（作为专家信息来源）[2][6] 核心观点与论据 * **数据中心对当前电力负荷和零售电价的影响有限**：专家认为，迄今为止数据中心对美国电力负荷和零售电价的影响相对有限[1][3] * **当前电力需求增长的主要驱动力是二叠纪盆地电气化**：二叠纪盆地的电力负荷已从2021年11月的大约4吉瓦（c.4GW）增长至2025年的超过7吉瓦（>7GW）[3] * **数据中心需求增长将在2025年后加速**：研究显示，数据中心容量将在2025年后更显著地攀升，从而对电力负荷和潜在的零售电价产生更明显的影响[1][3] * **需要“全方位”方法应对负荷增长**：专家认为，需要采用“全方位”方法来应对数据中心容量增长、平衡可负担性与电网限制、激励投资等多方面问题[1][5] * **所有能源资源预计都将增长**：市场可能看到所有资源（不仅仅是可再生能源/天然气）的普遍增长，市场将优先利用当前可用的、成本更低的电力解决方案[5] * **现有核能/燃气联合循环机组提供最便宜的增量电力**：在现有资源中，核能和燃气联合循环机组提供最便宜的增量电力，而可再生能源与天然气发电相比具有成本竞争力[5] * **可负担性是关键问题**：在追求负荷增长的同时，可负担性是美国电力市场需要解决的一个关键问题[5] * **可再生能源具有成本优势但存在障碍**：虽然风能/太阳能在单位发电成本上更具效益，但其间歇性和相对缺乏稳定电力供应，使得数据中心依赖可再生能源供电的吸引力较低[9] * **稳定电力供应更受数据中心青睐**：对于数据中心供电，天然气/核能/地热能更具吸引力[9] * **太阳能当前经济风险低**：专家强调，太阳能当前的经济风险较低，目前市场的显著增长是由购电协议需求驱动，而非直接供应给数据中心[9] * **电网扩容与互联改革是下一阶段关键**：专家认为，数据中心增长的下一阶段将是电网容量增加和电网互联改革（例如在PJM等地的发展），以适应数据中心需求，这将进一步使可再生能源在美国数据中心增长中扮演更核心的角色[9] 其他重要内容 * **专家来源**：观点基于杰富瑞在2025年12月4日主持的与Rystad Energy美国新能源研究主管Marina Domingues的电话会议[2] * **研究依据**：报告中引用了Rystad Energy的图表数据，包括美国数据中心需求预测（2020-2035年）和各技术平准化度电成本范围[3][4][5][8] * **行业动态引用**：专家提及一位超大规模数据中心运营商代表曾表示，其使命是“寻找每一个可用的电子”，满足电力需求包括直接从电网采购[9] * **报告属性**：该文件是一份由杰富瑞研究团队于2025年12月9日发布的研究报告纪要，包含分析师认证、评级说明、风险披露等标准内容[6][7][11][16][21][23]

As hyperscale operators race to deploy increasingly powerful infrastructure, the thermal limits of traditional data centers are being tested, triggering a massive surge in demand for advanced cooling technologies. According to a new report from Verified Market Reports, the global data center cooling market was valued at $14.21 billion in 2024 and is projected to reach $34.12 billion by 2033. This represents a compound annual growth rate (CAGR) of 10.3% over the forecast period, a trajectory driven by a fu ...

The massive, multiyear AI infrastructure buildout has created a powerful investment opportunity for long-term investors.The rapid global adoption of artificial intelligence (AI) is driving a surge in investments in AI infrastructure. However, the key constraint in this expansion is no longer GPU supply, but the shortage of purpose-built data centers capable of supporting the extreme power density and advanced cooling requirements of modern AI workloads. Hence, public hyperscalers are expected to spend almos ...

公司战略转型 - Bitfarms正从加密货币挖矿业务转向，致力于成为一家能源和数字公司，以满足人工智能数据中心日益增长的需求[2] - 公司自去年底开始逐步放弃比特币挖矿，在价格高位时平仓了部分比特币头寸，并开始改造其挖矿中心[4] - 公司首席执行官在第三季度财报电话会议上表示，其认为仅一个提供GPU即服务的站点所能产生的收益，就可能超过比特币挖矿业务有史以来的总收益[4] 市场表现与财务数据 - 截至12月初，Bitfarms股价年内涨幅接近90%，而同期比特币价格下跌了5%[1] - 公司当前股价为2.74美元，市值为16亿美元，52周价格区间为0.67美元至6.60美元[2] - 公司毛利率为-278.35%，日交易量为3800万股[2] 行业背景与趋势 - 波动的加密货币价格和激烈的市场竞争使得比特币挖矿利润下降[5] - 与此同时，数据中心对能源的需求巨大，多家比特币矿商正与科技公司合作，将其能源转向其他用途[5] - 能源公司作为人工智能领域的“铲子”型投资正受到关注[6] 转型进展与未来规划 - 公司计划完全终止其挖矿业务[6] - 其位于华盛顿的设施改造预计将于2026年底完成[7] - 公司已与一家未具名的美国大型跨国公司达成一项价值1.28亿美元的数据中心基础设施交易[7] - 公司在魁北克和宾夕法尼亚的站点拥有充足的流动性和开发计划[7]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Wednesday, Sen. Bernie Sanders (I-Vt.) escalated his criticism of Big Tech's energy demands, warning that Meta Platforms Inc.'s (NASDAQ:META) planned Louisiana data center could consume electricity at a scale that outstrips entire U.S. cities while leaving ordinary taxpayers to shoulder the costs. Sanders Warns Of Massive Power Use From Big Tech Facilities Sanders took to X to raise alarms about the ex ...

If the AI boom slows, these leveraged bets could unravel fast.The hype surrounding artificial intelligence (AI) has reached a fever pitch. While it's possible that the technology will live up to its promise, I think that enthusiasm has outpaced fundamentals.If that's true and the hype fades, here are two stocks that I would not want in my portfolio. 1. CoreWeave is highly leveragedCoreWeave's (CRWV 8.65%) central role in the AI data center buildout makes it a favorite among those betting that the spending s ...