Ubumenyi bwa Data Centre Ubumenyi SLB irateganya $ 4.1B kugura Kelvion yo kwagura ibikorwa remezo bya AI

Byagenze bite

Data Center Knowledge ivuga ko SLB izakoresha hafi miliyari 4.1 z'amadolari kugira ngo igure Kelvion, harimo miliyari 3.4 z'amadolari y'amanyamerika hamwe na miliyoni 700 z'amadolari y'umwenda wafashwe. Amasezerano yagura SLB kuva mubikorwa byububiko-byubaka no kwinjiza ibikorwa remezo mubikoresho bicunga amashyanyarazi, harimo guhanahana ubushyuhe, gukonjesha byumye, sisitemu ya Hybrid nubundi buryo bwikoranabuhanga bikoreshwa mu kwimura ubushyuhe kure y’ibikoresho bya mudasobwa bigenda byiyongera. Biteganijwe ko ubucuruzi buzarangira mu gice cya mbere cya 2027, byemejwe n’amabwiriza n’ibindi bintu bisanzwe.

Data Centre Ubumenyi ivuga ko SLB ifite intego yo kugura Kelvion hafi miliyari 4.1 z'amadorali. Raporo yatangajwe igizwe na miliyari 3.4 z'amadolari y'amanyamerika hamwe no gufata hafi miliyoni 700 z'amadolari y'Amerika mu mwenda wa Kelvion. Iyi ngingo ivuga ko ibikorwa byo guha agaciro Kelvion inshuro zigera kuri 11 zigereranijwe 2026 zahinduye EBITDA mbere yo gukorana ndetse ninshuro 8.5 nyuma yo gukorana. Amasezerano ntararangira: dukurikije ikinyamakuru, isozwa riteganijwe mu gice cya mbere cya 2027 kandi biterwa n’ibyemezo byemewe n’ibindi bintu bisanzwe. Aya magambo yimari nigihe giteganijwe ntabwo yemezwa mubikoresho byatanzwe.

Nk’uko Ubumenyi bwa Data Centre bubitangaza, Kelvion yakongeramo guhanahana ubushyuhe, ibikoresho byo kwanga ubushyuhe hamwe n’ikoranabuhanga bijyanye n’imicungire y’ubushyuhe ku bushobozi SLB yari isanzweho mu bijyanye n’ubuhanga, inganda zikora moderi, kubaka ibibanza, guhuza amashanyarazi na sisitemu ya sisitemu. Ubucuruzi bwa SLB muri iki gihe ubucuruzi bwibanze bwibanze ugereranije nubushobozi bwateguwe bwa modular no guhuza ibikoresho byabandi. Isoko ryasubiyemo umuyobozi w’ubushakashatsi mu itsinda rya Dell'Oro, Alex Cordovil asobanura ko kugura ari intambwe ishobora gutuma SLB ikora ibikoresho by’umwimerere mu bikoresho byiyongera cyane mu gice cyihuta cy’urwego rw’imicungire y’ubushyuhe.

Raporo ishyira ibikorwa mu rwego rwo kuzamuka kwinshi kwa AI rack. Ubumenyi bwa Data Centre Ubumenyi buvuga ko SLB yatangaje ko GPU zigezweho zimaze gusunika ingufu za rack hejuru ya kilowati 100, mugihe bamwe batangaje ko ubwubatsi bwa chip bushobora kwegera megawatt 1. Iyi ngingo isobanura ko sisitemu iganisha kuri chip, nk'isahani ikonje hamwe n’ibice bikwirakwiza, bifata ubushyuhe kuri nyirubwite, ariko ko ubushyuhe bugomba gukomeza kunyura mu cyuma gikonjesha kandi amaherezo bikangwa hanze y’ikigo. Ibikoresho bya Kelvion byaha SLB umwanya munini muricyo cyiciro cyo hasi.

Data Centre Ubumenyi ivuga ko SLB iteganya kwinjiza tekinoroji yubushyuhe ya Kelvion mubikorwa remezo byayo aho gufata ubukonje nk'inyongera nyuma yikigo cyateguwe. SLB yerekanye akazi kayo nkumufatanyabikorwa wubushakashatsi bwa moderi ya Nvidia AI nkurugero rwaho ubushobozi bushobora guhurizwa. Iki kinyamakuru kivuga kandi ko Kelvion ifite ibikorwa n’abakiriya mu Burayi, Aziya no mu Burasirazuba bwo Hagati, mu gihe SLB yubatse ubucuruzi bw’ikigo cy’ibanze cyane cyane muri Amerika. SLB ivuga ko Amerika izakomeza kuba umusingi, igakurikirwa n'Uburayi, Aziya n'Uburasirazuba bwo hagati.

Ibisobanuro birambuye: datacenterknowledge.com ↗

Impamvu ari ngombwa

Igicuruzwa cyatangajwe kizaha SLB uruhare runini mubikorwa remezo bifatika bifasha imirimo ya AI. Ubumenyi bwa Data Centre Ubumenyi buvuga ko SLB iteganya ko ubucuruzi bukomatanyije bwinjiza amafaranga arenga miliyari 2 z'amadolari y’Amerika mu 2026 na miliyari 4.5 $ kugeza kuri miliyari 5 mu 2028, mu gihe Kelvion yakwagura akarere ka SLB kandi ikanatanga ikoranabuhanga ku masoko adafite amazi. Amasezerano yerekana kandi uburyo ishoramari ryibikorwa remezo rya AI rigenda rirenga chip na seriveri mu mbaraga, gukonjesha, kubaka no kwanga ubushyuhe.

Kugura bifite akamaro kuko gukonja byahindutse imbogamizi yibikorwa remezo bya AI aho kuba ikigo cya kabiri. Kubara cyane-kubara bitanga ubushyuhe bwinshi mukirenge gito cyumubiri, byongera akamaro kwibikoresho bishobora kwimura no kwanga ubushyuhe bwizewe. Ubumenyi bwa Data Centre Ubumenyi busubiramo Cordovil avuga ko igice cyo kwanga ubushyuhe kigenda cyiyongera vuba, hamwe n’ubucucike bw’umuvuduko n’umuvuduko ukabije w’amazi yo hagati y’amazi bifasha gutwara inyungu zikonjesha zumye hamwe na sisitemu ya Hybrid cyangwa adiabatic. Raporo ntisobanura uburyo sisitemu runaka ikora neza.

Kuboneka kw'amazi byongera inyungu-rusange. Ubumenyi bwa Data Centre Ubumenyi butangaza ko Kelvion ifite tekinoroji yo gukonjesha amazi idafite amazi, birashoboka ko itanga SLB ahantu habuze amazi cyangwa abatavuga rumwe n’abaturage bikabuza gukonja bisanzwe. Ibyo birashobora kugira ingaruka aho ibikoresho bishya bya AI byubatswe nuburyo imikoreshereze yabyo isuzumwa. Inkomoko ntabwo itanga kuzigama amazi yapimwe, amakuru y’ibidukikije ku rwego rw’ibidukikije cyangwa ibimenyetso byerekana ko sisitemu ya Kelvion yagabanije opposition ku bigo byihariye, bityo izo nyungu zishobora gukomeza kutagenzurwa.

Amasezerano arashobora kandi guhindura uburyo imishinga-data yapakiwe kandi igurwa. Ubumenyi bwa Data Centre Ubumenyi butangaza ko SLB ibona amahirwe yo gutanga hyperscalers ihuriweho n'ibikorwa remezo, gukonjesha no gukemura ibibazo, byashoboka harimo na metero ya metero. Ubucuruzi bwacyo bukomatanyije buteganijwe na SLB izarenga miliyari 2 z'amadorari yinjira mu 2026 ikagera kuri miliyari 4.5 kugeza kuri miliyari 5 mu 2028, hamwe na miliyoni 700 kugeza kuri miliyoni 800 zahinduwe na EBITDA mu 2028. Izi ni zo ntego z’amasosiyete zatangajwe n’ikigo, ntabwo zipimishije mu bwigenge.

Hariho kandi ingorane zo guhatanira. Kelvion itanga ibice kubindi bigo mumasoko yo gucunga amashyuza. Ubumenyi bwa Data Centre Ubumenyi butanga umuburo wa Cordovil ko SLB yaba rero umunywanyi ndetse nuwatanga ibice byibidukikije. Ibizava mu bucuruzi bizaterwa n’uko abakiriya bakomeje kugura muri Kelvion, niba SLB ikomeza iyo mibanire ndetse n’uko isosiyete ikomatanyije ishobora gutanga urwego rw’imikorere ihuza abanywanyi badashobora guhuza byoroshye. Inkomoko ntabwo itanga reaction yabakiriya cyangwa amasezerano yashyizweho umukono nyuma yo kugura.

Ibyo kureba

Ikizamini cyingenzi nukumenya niba SLB ishobora kwinjiza ibikoresho bya Kelvion muri sisitemu y'ibikorwa remezo byuzuye no gutanga imikoranire iteganijwe. Ubumenyi bwa Data Centre Ubumenyi butangaza ko miliyoni 120 zamadorali y’amadorali ya EBITDA buri mwaka ateganijwe mu myaka itatu irangiye, ariko isoko ntishobora kwemeza ubwigenge ibyakozwe, ibiteganijwe, agaciro kayo cyangwa igihe bizabera. Kurikirana ibihano byemewe, gufunga, ibyo umukiriya yiyemeje, ibisubizo byoherejwe, ingaruka zo gukoresha amazi nibimenyetso byerekana ko ubucuruzi bwahujwe bushobora guhangana mugihe Kelvion ikomeje gutanga andi masosiyete acunga amashyuza.

Ubwa mbere, reba niba ibikorwa byakiriwe byemewe kandi bigasozwa kuri gahunda yatangajwe. Kugeza igihe ibyo bizabera, SLB iteganijwe kwaguka ikomeza kuba itegeko. Inkomoko ntisobanura abagenzuzi, inkiko zisubirwamo cyangwa inzitizi zose. Ntabwo kandi ikubiyemo isuzuma ryigenga ryigenga ryigiciro cya miliyari 4.1 zamadorali, bityo abasomyi bagomba gufata inshuro zigereranijwe zagereranijwe hamwe nigereranya ryikigereranyo nkibipimo bijyanye nubuyobozi aho kuba ibisubizo byashyizweho.

Icya kabiri, reba irangizwa mubucuruzi bwahujwe. Data Centre Ubumenyi ivuga ko SLB iteganya hafi miliyoni 120 z'amadorali mu mikoreshereze ya EBITDA ya buri mwaka mu myaka itatu irangiye, harimo hafi miliyoni 70 z'amadolari yo kuzigama amafaranga asigaye mu mahirwe yo kwinjiza. Amafaranga ateganijwe kuzigama arimo gutanga amasoko, kunoza inganda, ibikoresho, ibigo bya serivisi n'ubuyobozi rusange. Ibimenyetso byiterambere bikubiyemo kwishyira hamwe kwuzuye, gukomeza gahunda yo gutanga, gufata neza abakiriya nibisubizo byamafaranga bitandukanya kuzigama byateganijwe.

Icya gatatu, reba niba imicungire yubushyuhe ihinduka inyungu irambye yo guhatanira SLB. Ingingo isubiramo Cordovil ivuga ko igishushanyo mbonera cya sisitemu kandi igenzura ibintu kuruta ibice byihariye. Ibyo bituma kwishyira hamwe nubwubatsi bwububiko, sisitemu yingufu nubushobozi bwa digitale ari ngombwa. Ibintu bitazwi neza birimo imikorere ya sisitemu ihuriweho nubucucike buri hejuru cyane, ibisabwa byo kubungabunga, amazi n’ingufu, ndetse n’uko bishobora koherezwa vuba mu bihe bitandukanye n’imiterere ya gride. Ubumenyi bwa Data Centre ntabwo butanga ibizamini byigenga kuri izi ngingo.

Hanyuma, reba uburyo kugura bigira ingaruka kumasoko yagutse yibikorwa remezo bya AI. SLB ivuga ko ishobora guhuza ubushobozi bwo gukonjesha no mu buryo bwa modular hamwe n’ubufatanye mu kubyaza ingufu amashanyarazi, ingufu za geothermal ndetse no gufata karubone, mu gihe Kelvion izana amakuru adafite amakuru ahura na pompe yubushyuhe, ibivugururwa, gufata karubone no gutunganya inganda. Inkomoko yerekana gukonjesha nkibishoboka byinjira muburyo bwagutse bwingufu, ariko ntibisobanura ko ibyo bucuruzi byegeranye bizavamo. Ibimenyetso bifatika bizaza ni amasezerano nyirizina, ibikoresho bikora, kwagura akarere, kugumana abakiriya no kwigenga kubikorwa by’ibidukikije.

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