優刻得(688158.SH):內蒙古烏蘭察布和上海青浦兩大數據中心正逐步展現其價值 業務增長態勢較好
格隆匯10月14日丨優刻得(688158.SH)接受特定對象調研時表示,公司將"擴大數據中心"作為核心發展方向之一,內蒙古烏蘭察布和上海青浦兩大數據中心正逐步展現其價值,業務增長態勢較好,盈利性亦得到有效提升。截至今年5月中旬,數據中心自有算力規模已超4700P。
上海青浦數據中心項目一期共規劃建設三棟機房樓,其中一棟機房樓已於2023年1月投產運營(合計容納約1,000個機櫃),擁有更高算力和高品質傳輸網絡,主要用於承載 AI 推理、芯片驗證、腦機接口等高時效要求業務。
內蒙古烏蘭察布數據中心構建了全面、安全、可靠的智算基礎設施,主要通過AIGC訓練推動項目進展,項目一期和二期按計劃穩步推進中,一期項目已於2021年9月正式商用,機櫃數量約2500個,二期項目規劃建設約4,800個機櫃,後續將會根據市場情況逐步增加機櫃數量。
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