Yinlun Shares disclosed on the interactive platform that since 2021, the company has ventured into the thermal management sector, encompassing areas such as data centers and servers. Currently, the company offers a range of products, including GPU chip cold plate modules, server CDUs, data center cooling towers, precision air conditioners, and prefabricated immersion integrated liquid cooling units. Notably, some of these products have already entered mass production for leading industry clients. Yinlun Shares anticipates a sustained period of rapid growth within its digital energy business.

OpenAI has unveiled a strategic alliance with Nscale Global Holdings and the investment conglomerate Aker ASA, committing $1 billion to the construction of a data center in Norway by 2026. This initiative marks the inception of Europe's first "Stargate" project. Initially, the facility will house 100,000 NVIDIA GB300 chips to cater to the burgeoning demands of AI collaboration. The two companies anticipate that the data center's capacity may scale up tenfold in response to the escalating requirements of future AI applications.

The Shanghai Municipal Communications Administration has announced a plan to expedite the interconnection of computing power. This initiative, dubbed the "Shanghai Computing Power Interconnection" action plan, outlines the establishment of a unified computing power identification system to standardize the allocation and utilization of computing resources. The primary objective of this plan is to foster interconnectivity among key computing power scheduling platforms. By 2025, the Optical Transport Network (OTN) coverage in vital application venues is projected to reach 80%, enabling support for cutting-edge technologies like SRv6.

Furthermore, Shanghai is championing dedicated network scheduling services for computing power and exploring specialized network services tailored for overseas deployment. These efforts are aimed at significantly enhancing the efficiency and service quality of computing power resources, positioning Shanghai as a global hub for computing power interconnection and deployment.

The Shanghai Municipal Communications Administration has initiated the "Computing Power Pujiang" 2025 Special Action Plan, designed to foster the high-quality development of computing power infrastructure. The initiative targets the expedited construction of computing power centers, adhering to approved energy consumption standards, with an ambitious goal of establishing at least 5 large-scale computing power centers by the end of 2025. Furthermore, the plan envisages the intelligent computing capacity of the city's computing power centers to surpass 100 EFLOPS (FP16). Concurrently, the strategy includes the establishment of at least 5 edge intelligent computing nodes in industrial parks, scientific research institutions, universities, and other strategic locations.

Shanghai has embarked on the 'Pujiang Computing Power' special action plan, focused on fostering high-quality development in computing infrastructure. The plan envisions refining the distribution of computing power hubs and expediting the development of those already granted energy consumption allocations. By 2025, the objective is to establish at least five large-scale computing power centers, elevating the city's smart computing capacity to exceed 100 EFLOPS and fostering the establishment of edge smart computing nodes. Newly constructed computing power centers will be harmoniously integrated with power planning to guarantee seamless power access, ensuring synchronization in planning, initiation, and completion. Furthermore, Shanghai aims to increase the share of advanced storage capacity to over 30% and explore the 'storage-computing separation' model to efficiently interlink storage and computing resources.

Amazon has unveiled its second-quarter earnings report, showcasing revenue and earnings per share that surpassed analyst expectations. Nonetheless, the outlook for third-quarter operating profit fell below projections, triggering a decline in share prices. AWS, Amazon's cloud arm, reported a 17% revenue growth, marginally exceeding forecasts, yet this growth rate trailed behind Microsoft and Google Cloud. The company is pouring record-breaking capital expenditures into artificial intelligence, yet it grapples with challenges like data center power supply. CEO Andy Jassy emphasized AWS's leadership in security and availability, noting that the company is still in the nascent stages of AI development. During the earnings call, analysts voiced concerns over the deceleration in AWS growth, causing Amazon's share price to plummet by nearly 8% in after-hours trading.

Wang Renfei, Director of the Department of Comprehensive Institutional Reform at the National Development and Reform Commission (NDRC), unveiled the Commission's plan to foster a unified national market. This involves deepening reforms in the marketization of factor allocation, enhancing the national electricity market system, and cultivating a unified national data market. Additionally, the NDRC will facilitate the coordinated and unified opening of the transportation market. Furthermore, the Commission will address disordered competition among enterprises in accordance with the law, bolster capacity management in key industries, standardize bidding and tendering processes to ensure fair outcomes, strengthen oversight of local investment attraction practices, improve information disclosure, and robustly implement measures to clear and rectify market access barriers.

In fiscal year 2025, Microsoft's Azure revenue surpassed the $75 billion mark, signifying a robust 34% year-on-year growth. However, Azure still trails behind Amazon Web Services (AWS), which generated approximately $108 billion in cloud revenue in 2024 and is projected to hit $117 billion in 2025, maintaining a lead of approximately $42 billion over Azure. Google Cloud, on the other hand, reported revenue of $13.6 billion in the second quarter of 2025 and over $54 billion for the entire year, with a growth rate of 32%. Despite the competition, Microsoft affirmed that Azure demand remains strong and is anticipated to continue its upward trajectory in the upcoming quarters. To further expand its capabilities, Microsoft plans to invest over $30 billion in the next quarter for the expansion of its data centers.

Amazon's cloud computing division, AWS, reported revenues of $30.9 billion in the second quarter, marking an 18% year-over-year increase and contributing 18% to the company's overall revenue. Its operating income stood at $10.2 billion, falling short of expectations but maintaining its status as Amazon's primary profit driver. Meanwhile, Alphabet's cloud business revenue surged 32% to $13.62 billion during the same period. Microsoft, for the first time, disclosed revenues from Azure and other cloud services, totaling over $75 billion, reflecting a 39% quarter-over-quarter growth.

OpenAI unveiled the 'StarGate' Norway project on July 31st, signaling the establishment of its inaugural AI data center in the European continent. Designed and built by Nscale, this groundbreaking venture is co-owned by a joint enterprise comprising Nscale and Norwegian giant Aker. Nestled in Narvik, Norway, the data center capitalizes on the region's extensive hydropower reserves and temperate climate, aiming to deploy 100,000 NVIDIA GPUs by 2026's close. Initially boasting a power capacity of 230 megawatts, the facility plans to expand its capacity by an additional 290 megawatts. Running entirely on renewable energy, the data center employs advanced liquid cooling technology to optimize its cooling efficiency and repurposes waste heat to bolster local low-carbon enterprises.

Salesforce and ServiceNow are reportedly engaged in advanced negotiations to each invest approximately $750 million in Genesys, a leading cloud services provider. This proposed investment would reportedly value Genesys at roughly $15 billion. Such collaborations, where competitors in the enterprise software industry jointly invest in the same company, are uncommon and have garnered considerable attention. An official announcement could potentially be made as soon as Thursday.

Amazon has unveiled its financial report for the second quarter of fiscal year 2025, reporting total revenue of $167.702 billion, marking a 13% year-over-year increase. Net profit reached $18.164 billion, reflecting a robust 35% year-over-year growth. Despite these impressive figures surpassing analysts' expectations, the company's muted outlook for Q3 operating profit sent shockwaves through the market, causing Amazon's stock price to plummet by 5.77% in after-hours trading.

In terms of business performance, AWS (Amazon Web Services) cloud computing revenue grew by 17.5%, highlighting its continued strength. Both the North American and international segments of the business achieved double-digit growth, underscoring Amazon's global reach and resilience. For the upcoming Q3, the company projects revenue to increase by 10% to 13% year-over-year, a projection that failed to inspire confidence among investors.

Amazon's net sales for the second quarter reached $167.7 billion, exceeding analysts' expectations of $162.15 billion. Its Amazon Web Services (AWS) business experienced a 17% year-over-year growth in net sales, in line with market forecasts.

Microsoft has surpassed the $4 trillion market capitalization mark for the first time, positioning it as the second company to achieve this significant milestone, following NVIDIA. Driven by the robust expansion of its Azure cloud services business, Microsoft's share price surged 8.6% in pre-market trading. Furthermore, the company anticipates capital expenditures to reach $30 billion in the initial quarter of the current fiscal year.

Microsoft has achieved a market capitalization of over $4 trillion, positioning it as the second company to reach this significant milestone, following NVIDIA. The company's financial report reveals that its revenue for the fourth fiscal quarter amounted to $76.44 billion, marking an 18% increase from the previous year. Additionally, its net profit reached $27.2 billion, representing a 24% year-on-year growth.

Invinergy has issued a statement addressing recent market fluctuations, noting the heightened interest in sectors such as AI, computing power equipment, and data centers. The company's liquid cooling business has garnered significant attention amidst this upsurge. Following thorough verification, Invinergy confirms that no undisclosed material information affecting its stock price has been identified. Looking ahead, the company intends to capitalize on its innovative air-cooling and liquid-cooling technologies to further expand its clientele in both domestic and international data centers and computing power equipment markets. Invinergy has already established a robust suite of capabilities encompassing liquid cooling technology, products, and solutions. Currently, the company's operations remain normal, with no substantial changes observed in its core business or operating environment.

On Thursday, Norway's Aker ASA announced a strategic partnership with Nscale Global Holdings and OpenAI to establish a massive artificial intelligence data center in northern Norway. By the end of 2026, the ambitious project aims to install 100,000 NVIDIA GPUs, positioning it as a pivotal AI infrastructure in Europe. Leveraging the region's abundant and cost-effective hydropower resources, along with its cool climate, the data center will employ direct-to-chip liquid cooling technology for maximum efficiency. The facility will prioritize providing computing power services to local Norwegian enterprises and research institutions, fostering technological advancement and innovation within the country.

Tech juggernaut Microsoft has unveiled stellar financial results, propelling its market capitalization towards the $4 trillion mark for the first time ever on Thursday. This achievement would make Microsoft the second company, following NVIDIA, to reach this prestigious milestone. According to the financial report, Microsoft's revenue for the fourth quarter of this fiscal year witnessed an 18% year-over-year increase, with net profit soaring by 24% year-over-year. Notably, sales in the Azure cloud computing business surged significantly. Furthermore, the company forecasts record-high capital expenditures of $30 billion for the first quarter of this fiscal year. As a result of these exceptional outcomes, Microsoft's share price surged by over 8% in after-hours trading.

In the Q1 earnings call for fiscal year 2026, ARM disclosed that its market share in hyperscale data centers stood at roughly 18% last year. This year, the company anticipates surging towards an impressive 50% market share.

OpenAI has unveiled the Stargate Norway project, marking the inaugural AI data center endeavor in Europe under the OpenAI for Nations initiative. This ambitious project, with a projected capacity of 230 megawatts, will deploy an impressive 100,000 NVIDIA computing cards. Anticipating the mass production of GPUs by the end of next year, the project is poised for substantial scalability. Nscale will oversee the construction of the data center, while Aker will handle the energy supply. Both entities will collaborate through a 50-50 joint venture to manage and operate the facility.