数据中心基础设施

Reports on this topic

Goldman Sachs2026-11-05

Goldman Sachs: Google plans to invest 15 billion dollars to build data centers in Malaysia; focus on orders for Japanese equipment makers

Google plans to invest in data centers in Malaysia from 2027 to 2028. Goldman Sachs believes that construction of the projects and related power-grid upgrades may drive demand for power equipment and optical fiber, but the benefits to each supplier will depend on actual orders won and project progress.

Morgan Stanley2026-11-04

Morgan Stanley: US gubernatorial elections raise risk of data center delays; assets with secured power may become scarcer

Election results in Texas and Ohio add uncertainty to data center projects. Morgan Stanley believes tighter approval requirements for new projects could raise the value of facilities with secured power, but the effects on project developers, power generators and equipment suppliers differ.

Technology morning briefing: Memory price increases boost Hynix; hard drive and data-center equipment results diverge

SK Hynix beat expectations on memory prices, while Seagate faced constraints from shipments and buy-side expectations; Vertiv sharply raised its full-year growth guidance, and GE Vernova posted strong cash flow but slower new gas contract signings.