I-Data Center Knowledge ibika ukuthi i-SLB ihlela ukutholwa kwe-Kelvin ka-$4.1B ukuze kunwetshwe ingqalasizinda yesikhungo sedatha ye-AI

Kwenzekeni

I-Data Center Knowledge ibika ukuthi i-SLB izosebenzisa cishe u-$4.1 webhiliyoni ukuze ithole u-Kelvin, okuhlanganisa u-$3.4 wamabhiliyoni ayikheshi kanye nenani elilinganiselwa ezigidini ezingu-$700 lesikweletu esicatshangwayo. Isivumelwano sizonweba i-SLB isuka ekwakhiweni kwesikhungo sedatha esiyimodulayo kanye nokuhlanganiswa kwengqalasizinda iye ezintweni zokuphatha ezishisayo, okuhlanganisa izishintshisi zokushisa, izipholile ezomile, amasistimu ayingxube nobunye ubuchwepheshe obusetshenziswa ukususa ukushisa ezikhungweni zekhompuyutha ze-AI eziminyene ngokwandayo. Umsebenzi kulindeleke ukuthi uvalwe engxenyeni yokuqala ka-2027, kuye ngokugunyazwa ngokomthetho kanye nezinye izimo zesiko.

I-Data Center Knowledge ibika ukuthi i-SLB ihlose ukuthola i-Kelvin cishe ngezigidigidi ezingama-$4.1. Ukucatshangelwa okubikiwe kuhlanganisa imali elinganiselwa ku-$3.4 billion kanye nokucatshangwa kwezigidi ezingama-$700 esikweletini sikaKelvin. I-athikili ithi amanani okwenziwayo u-Kelvion cishe izikhathi eziyi-11 kulinganiselwa ukuthi u-2026 ulungise i-EBITDA ngaphambi kwama-synergies futhi cishe izikhathi eziyi-8.5 ngemuva kokuhlangana okulindelekile. Isivumelwano asikaqediwe: ngokusho kwesitolo, ukuvalwa kulindeleke engxenyeni yokuqala ka-2027 futhi kuncike ekugunyazweni kokulawula kanye nezinye izimo zesiko. Le migomo yezezimali kanye nomugqa wesikhathi ohlongozwayo awuqinisekiswanga ngokuzimela ezintweni ezinikeziwe.

Ngokusho kwe-Data Center Knowledge, u-Kelvion uzokwengeza izishintshisi zokushisa, izinto zokwenqaba ukushisa kanye nobuchwepheshe obuhlobene bokulawula ukushisa emandleni akhona e-SLB kwezobunjiniyela, ukukhiqiza amamojula, ukwakhiwa ngaphandle kwendawo, ukuhlanganisa amandla nezinhlelo zedijithali. Ibhizinisi lamanje lesikhungo sedatha ye-SLB ligxile kakhulu kumthamo wamamojula owakhiwe ngaphambili kanye nokuhlanganiswa kwezinto zokusebenza zezinkampani zangaphandle. Isitolo sicaphuna umqondisi wocwaningo we-Dell'Oro Group u-Alex Cordovil echaza ukutholwa njengesinyathelo esingenza i-SLB ibe umkhiqizi wezisetshenziswa zangempela engxenyeni ekhula ngokushesha yochungechunge lokuphatha okushisayo.

Umbiko ubeka okwenziwayo kumongo wokukhuphuka kokuminyana kwama-rack we-AI. I-Data Center Knowledge ithi i-SLB ibike ukuthi ama-GPU esimanje asevele ecindezela amandla kagesi angaphezu kuka-100 kilowatts, kuyilapho abanye abaklami be-chip abamenyezelwe bangasondela ku-megawatt eyi-1. I-athikili ichaza ukuthi amasistimu aqondana ne-chip, njengamapuleti abandayo namayunithi okusabalalisa okupholisayo, athwebula ukushisa kuphrosesa, kodwa lokho kushisa kusafanele kudlule ku-loop yokupholisa futhi ekugcineni kwenqatshwe ngaphandle kwendawo. Imishini kaKelvin izonikeza i-SLB isikhundla esikhulu kuleso sigaba esingezansi komfula.

I-Data Center Knowledge ibika ukuthi i-SLB ihlela ukuhlanganisa ubuchwepheshe be-thermal be-Kelvion nengqalasizinda yayo ye-modular esikhundleni sokuphatha ukupholisa njengesengezo ngemva kokuklanywa kwesikhungo. I-SLB ikhombe umsebenzi wayo njengozakwethu wokuklama oyimojuli wezimboni ze-Nvidia AI njengesibonelo salapho amakhono angahlanganiswa khona. Isitolo siphinde sibike ukuthi i-Kelvin inemisebenzi namakhasimende eYurophu, e-Asia naseMpumalanga Ephakathi, kuyilapho i-SLB yakhe ibhizinisi layo lesikhungo sedatha ikakhulukazi e-United States. I-SLB ithi i-U.S. iyohlala iyisisekelo, ilandelwe yi-Europe, Asia kanye ne-Middle East.

Imininingwane yomthombo: datacenterknowledge.com ↗

Kungani kubalulekile

Umsebenzi obikiwe uzonikeza i-SLB indima ebanzi engqalasizinda ebonakalayo esekela imithwalo yemisebenzi ye-AI. I-Data Center Knowledge ithi i-SLB ilindele ukuthi ibhizinisi lesikhungo sedatha elihlanganisiwe likhiqize imali engaphezu kwezigidi eziyizinkulungwane ezimbili zamaRandi ngo-2026 kanye namaRandi ayizigidi eziyizinkulungwane ezingu-4.5 kuya ku-$5 billion ngo-2028, kuyilapho u-Kelvin ezonweba indawo ye-SLB futhi anikeze ubuchwepheshe ezimakethe ezingenamanzi. Isivumelwano siphinde sibonisa ukuthi ukutshalwa kwezimali kwengqalasizinda ye-AI kuhamba kanjani ngale kwama-chips namaseva kumandla, ukupholisa, ukwakhiwa kanye nokwenqatshwa kokushisa.

Ukutholwa kubalulekile ngoba ukupholisa sekube yisithiyo esimaphakathi kungqalasizinda ye-AI kunesici sesikhungo sesibili. Ikhompuyutha enokuminyana okuphezulu ikhiqiza ukushisa okwengeziwe endaweni encane ebonakalayo, okwandisa ukubaluleka kwezinto zokusebenza ezingadlulisa futhi zenqabe ukushisa ngokuthembekile. I-Data Center Knowledge icaphuna u-Cordovil ethi ingxenye yokwenqaba ukushisa ithengiswa ngokushesha, ngokuminyana kwama-rack kanye nokucindezela phezu kokusetshenziswa kwamanzi okuphakathi kwedatha okusiza ekuqhubekiseni intshisekelo kuma-cooler omile namasistimu ayi-hybrid noma adiabatic. Umbiko awusho ukuthi uhlelo oluthile lusebenza ngempumelelo kangakanani.

Ukutholakala kwamanzi kwengeza inzalo yomphakathi. I-Data Center Knowledge ibika ukuthi i-Kelvion inobuchwepheshe bezinhlelo zokusebenza zokupholisa ezingenamanzi, okungenzeka zinikeze izinketho ze-SLB ezindaweni lapho ukushoda kwamanzi noma ukuphikiswa komphakathi kuvimbezela ukupholisa okuvamile. Lokho kungase kube nomthelela lapho kwakhiwe khona izinsiza ezintsha ze-AI nokuthi ukusetshenziswa kwazo kuhlolwa kanjani. Umthombo awunikezi ukonga kwamanzi okulinganiselwe, idatha yezinga lendawo yendawo noma ubufakazi bokuthi amasistimu e-Kelvion anciphise ukuphikiswa ezindaweni ezithile, ngakho lezo zinzuzo ezingaba khona zihlala zingaqinisekisiwe.

Isivumelwano singase futhi siguqule indlela amaphrojekthi esikhungo sedatha apakishwa futhi athengwe ngayo. I-Data Center Knowledge ibika ukuthi i-SLB ibona ithuba lokuhlinzeka ngengqalasizinda ehlanganisiwe ye-hyperscaler, ukupholisa kanye nezisombululo zamandla, okungase kuhlanganise ukukhiqizwa ngemuva kwemitha. Ibhizinisi lalo lesikhungo sedatha elihlanganisiwe kulindeleke ukuthi i-SLB lidlule imali eyizigidi eziyizinkulungwane ezimbili zamaRandi ngo-2026 futhi lifinyelele ku-$4.5 billion kuya ku-$5 billion ngo-2028, nama-dollar ayizigidi ezingu-700 kuya ku-$800 we-EBITDA elungisiwe ngo-2028. Lezo yizinhloso zenkampani ezibikwe yisitolo, hhayi izibikezelo ezihlolwe ngokuzimela.

Kukhona futhi inkinga yokuncintisana. I-Kelvion inikezela ngezingxenye kwezinye izinkampani emakethe yokuphatha okushisayo. I-Data Center Knowledge ibika isixwayiso sika-Cordovil sokuthi i-SLB izoba kokubili imbangi kanye nomnikezeli wezingxenye ze-ecosystem. Umphumela wezohwebo uzoncika ekutheni amakhasimende ayaqhubeka yini nokuthenga ku-Kelvion, ukuthi i-SLB iyabugcina yini lobo budlelwano nokuthi inkampani ehlanganisiwe ingahlinzeka ngokudidiyelwa kwezinga lesistimu izimbangi ezingakwazi ukuzifanisa kalula. Umthombo awunikezeli ukusabela kwekhasimende noma izibopho ezisayiniwe ngemuva kokutholwa.

Ongakubuka ngokulandelayo

Ukuhlolwa okubalulekile ukuthi i-SLB ingakwazi yini ukuhlanganisa imishini kaKelvion ezinhlelweni zengqalasizinda ephelele futhi ilethe ama-synergies acatshangelwe. I-Data Center Knowledge ibika ukuthi ama-dollar ayizigidi ezingu-120 kuma-synergies wonyaka we-EBITDA alindeleke phakathi neminyaka emithathu yokuvalwa, kodwa umthombo awuqinisekisi ngokuzimela okwenziwayo, ukuqagela kwakho, ukulinganisa kwakho noma isikhathi. Buka imvume yokulawula, ukuvala, ukuzibophezela kwamakhasimende, imiphumela yokuphakelwa, imithelela yokusetshenziswa kwamanzi kanye nobufakazi bokuthi ibhizinisi elihlanganisiwe lingaqhudelana ngenkathi u-Kelvin eqhubeka nokuhlinzeka ezinye izinkampani ezilawula ukushisa.

Okokuqala, bheka ukuthi ingabe okwenziwayo kuyakuthola yini ukugunyazwa kokulawula futhi kuvalwe ngeshejuli ebikiwe. Kuze kube lokho kwenzeka, ukunwetshwa okuhleliwe kwe-SLB kuhlala kunemibandela. Umthombo awubahlonzi abalawuli abathile, izindawo ezingaphansi kokubuyekezwa noma yikuphi ukuphikisa. Futhi akubandakanyi ukuhlolwa kwezimali okuzimele kwenani eliyizigidi eziyizinkulungwane ezingu-4.1, ngakho abafundi kufanele baphathe ukuphindwaphindwa kwenani elibikiwe kanye nezilinganiso zokusebenzisana njengamamethrikhi edili ahlobene nabaphathi kunemiphumela emisiwe.

Okwesibili, ukusebenza kwewashi ngaphakathi kwebhizinisi elihlanganisiwe. I-Data Center Knowledge ibika ukuthi i-SLB ilindele cishe amaRandi ayizigidi ezingu-120 kuma-synergies waminyaka yonke we-EBITDA phakathi neminyaka emithathu yokuvalwa, okuhlanganisa cishe amaRandi ayizigidi ezingu-70 kusukela ekongeni izindleko kanye nensalela evela kumathuba okuthola imali. Ukonga okucatshangwayo kuhlanganisa ukusebenza kahle kwe-supply chain, ukuthuthukiswa kokukhiqiza, ukuhlelwa kwezinto, izikhungo zesevisi kanye nokuphatha jikelele. Ubufakazi benqubekelaphambili buzobandakanya ukuhlanganiswa okuqediwe, amashejuli okulethwa agcinwe, ukwamukelwa kwamakhasimende kanye nemiphumela yezezimali ehlukanisa ukonga okubonakalayo kuzibikezelo.

Okwesithathu, bheka ukuthi ingabe ukuphatha okushisayo kuba inzuzo ehlala njalo yokuncintisana ye-SLB. I-athikili icaphuna u-Cordovil ethi ukwakheka nokulawula kwesistimu kubaluleke ngaphezu kwezingxenye ngazinye. Lokho kwenza ukuhlanganiswa nokwakhiwa kwe-modular, izinhlelo zamandla namandla edijithali kubalulekile. Okungaziwa okufanelekile kufaka phakathi ukusebenza kwamasistimu ahlanganisiwe ezindaweni eziphakeme kakhulu zama-rack, izidingo zazo zokunakekelwa, ukusetshenziswa kwazo kwamanzi namandla, nokuthi zingatshalwa ngokushesha ezimweni zezulu nezimo ezihlukahlukene zegridi. Ulwazi Lwesikhungo Sedatha aluhlinzeki ngokuhlolwa okuzimele kulawa maphuzu.

Okokugcina, bheka ukuthi ukutholwa kuyithinta kanjani imakethe yengqalasizinda ye-AI ebanzi. I-SLB ithi ingase ihlanganise amandla okupholisa kanye ne-modular nokusebenzisana kokukhiqiza amandla, amandla e-geothermal kanye ne-carbon capture, kuyilapho i-Kelvion iletha ukuchayeka okungeyona isikhungo sedatha kumaphampu okushisa, okuvuselelekayo, ukuthwebula i-carbon nokucutshungulwa kwezimboni. Amafreyimu omthombo ayaphola njengendawo yokungena yesu elibanzi lamandla, kodwa aliqinisekisi ukuthi lawa mabhizinisi aseduze azophumela. Ubufakazi obubalulekile besikhathi esizayo kuzoba yizinkontileka zangempela, izinsiza zokusebenza, ukunwetshwa kwezindawo, ukugcinwa kwamakhasimende kanye nokusebenza kwemvelo okubikwe ngokuzimela.

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