阙薛

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Joined Jul 2019

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Available/Listing Date - 21 Feb
3 days · translate
ya..very high price..
purpose is to ease the overall management control for future capacity extension?

The company said the land's strategic location near its existing extrusion plant provides a natural extension for future development.
1 week · translate
Precision components manufacturer Notion VTec Bhd (KL:NOTION) said it is acquiring a four-hectare vacant freehold agricultural land in Kapar, Klang, for RM29.62 million, as part of the expansion of its manufacturing operations.
1 week · translate
The government is expanding the use of e-gates at the Bangunan Sultan Iskandar Customs, Immigration and Quarantine (BSI) with an additional 26 units, says Mohamad Fazli Mohamad Salleh.

The Johor works, transportation, infrastructure and communication committee chairman said that the new gates were presently being installed and were undergoing testing.
1 week · translate
Fisher...觉得科技越发达,特别是AI ,需要越多的资料中心来训练与累积更多的"知识"。。继续观察大马DC的机遇。。(也许deepseek 的启发,不需要太先进的AI 晶片,可以帮助减少投资总额)

Meta總裁朱克柏上周表示,公司最終將投入「數千億美元」來「長期投資在AI基建」。其中包括投資興建大型資料中心,例如在路易斯安那州建造一個面積幾乎與曼哈頓相當的新設施。

https://www.bernama.com/misc/rss/news.php?id=2388079
1 week · translate
Data Center and Optical Communication Markets

Data centers will see direct benefits. Global data center capacity demand is expected to double by 2030, growing at a compound annual rate of 19%-27%. At the same time, the rising demand for high-speed communication due to AI model needs will significantly expand the optical communication and data center interconnection markets.
3 weeks · translate
OpenAI has long been at the forefront of generative AI development, with its latest GPT models widely adopted across sectors such as business, healthcare, and education. However, as the complexity of AI models continues to rise, computational power has become a critical bottleneck.

Through "Stargate,"OpenAI will gain access to massive data center infrastructure, significantly reducing computational costs and accelerating model training efficiency, thereby solidifying its technological edge.

Or
3 weeks · translate
President Trump recently announced the launch of the "Stargate"artificial intelligence infrastructure project. The initiative, a joint venture between OpenAI, Oracle, SoftBank, and the UAE sovereign wealth fund MGX, is backed by a staggering $500 billion investment. With $100 billion allocated, the initial phase will see the construction of several large-scale data centers across the U.S. over the next four years.
3 weeks · translate
Looking ahead, we anticipate Q1 FY2025 sales to align closely with Q4 FY2024 levels. With the introduction of new projects in the automotive and EMS segments, we are optimistic about achieving sustainable growth, targeting a robust 20% to 25% revenue increase for FY2025 compared to the current financial year.
3 weeks · translate
NVEU status, which allows them to purchase computational power equivalent to 320,000 advanced GPUs over the next two years. 

The surprise policy decision in the US prompted analysts to caution on industry prospects, which in turn triggered some profit-taking in global chip players, that spilled over to Malaysian-listed proxies of the AI and data-centre segments. 
3 weeks · translate
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