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AI新云服务商Elice CEO称股价反弹后销售额将至少翻倍AI Neocloud Elice’s CEO Sees Sales Doubling After Shares Rebound

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Jae Won Kim

韩国Elice Inc.首席执行官表示,随着这家AI基础设施公司股价从惨淡的交易首日反弹,公司有望今年至少实现营收翻倍。

Korea’s Elice Inc. is on track to at least double revenue this year, its chief said as the AI infrastructure company’s shares rebounded from a brutal trading debut.

“我们基本上是将营收较去年翻倍。这是最低指引。”首席执行官金在元(Jae Won Kim)在接受彭博电视采访时表示。“我不担心首周的波动问题。”Elice股价周三上涨30%,收复了首日交易暴跌失去的大部分地位。

“We’re basically doubling the revenue compared to last year. That’s like minimum guidance,” Chief Executive Officer Jae Won Kim said in an interview on Bloomberg Television. “I’m not worried about the volatility issues in the first week.”Elice shares rose 30% on Wednesday, recouping much of the ground lost after its shares plunged on the first day of trading.

全球新云服务提供商正面临投资者在AI押注上变得更加挑剔的局面。债务水平上升引发了关于除英伟达、SK海力士和台积电等硬件制造商外,AI服务长期回报的质疑。

Neocloud service providers around the world are facing investors who are becoming more selective with their bets on AI. Rising debt levels are raising questions about long-term returns for AI services beyond hardware manufacturers such as Nvidia Corp., SK Hynix Inc. and Taiwan Semiconductor Manufacturing Co.

金在元押注AI算力需求加速增长将在未来几年推动销售额大幅增加。Elice最初作为教育科技初创企业起步,后转型为AI基础设施公司,正在扩展其先进云服务和模块化数据中心业务。

Kim is betting that accelerating demand for AI computing power will drive a sharp increase in sales in coming years. Elice, which began as an education technology startup before pivoting to AI infrastructure, is expanding its advanced cloud services and modular data center operations.

据公司介绍,金在元认为Elice与其他专注AI的云服务商不同。一大优势是能在三个月内部署工厂预制设施,使Elice能迅速抓住激增的需求。

Kim argues that Elice is different from other AI-focused cloud providers. One advantage is that it can deploy factory-assembled facilities in less than three months, allowing Elice to capitalize on surging demand quickly, according to the company.

根据其招股说明书,Elice上半年营收同比增长200%至344亿韩元。公司实现扭亏为盈,息税折旧摊销前利润(EBITDA)增长逾11倍。

Elice’s revenue rose 200% in the first half of this year to 34.4 billion won, according to its prospectus. The company swung to an operating profit, while earnings before interest, taxes, depreciation and amortization jumped more than 11-fold.

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