9 月 29 日：澳大利亚 IT 公司 Megaport 周二表示，已签署三份总价值 9.786 亿澳元（约合 6.8678 亿美元）的新人工智能基础设施合同，并上调了 2027 年的盈利预期。
Sept 29 : Australian IT firm Megaport said on Tuesday that it signed three new AI Infrastructure contracts with a combined value of A$978.6 million ($686.78 million) and upgraded its earnings forecast for 2027. Here are some more details: • The three contracts, all with unnamed customers, include GPU and CPU compute, network and storage for AI applications and inference workloads.
这些合同涉及 GPU 和 CPU 计算、网络及存储资源，预计将带来约 2.324 亿澳元的年度经常性收入。
• The contracts are expected to contribute about A$232.4 million in annual recurring revenue. • The deals follow Megaport securing four similar contracts totalling A$458.9 million in early June and marks another step in its push into AI infrastructure.
公司目前预计全年集团收入将在 7.2 亿至 8.1 亿澳元之间，高于此前 6.2 亿至 7.3 亿澳元的预期；息税折旧摊销前利润（EBITDA）利润率预期也从之前的 38%-40% 上调至 42%-44%。
• The company now sees its full-year group revenue forecast between A$720 million and A$810 million, higher than its previous expectations of A$620 million to A$730 million. • EBITDA margin for the year is now expected to come in between 42 per cent and 44 per cent, compared with a prior forecast of 38 per cent to 40 per cent.