Super X (SUPX.US): Targeting the pain points of AI computing power energy, breaking through with technology to create a new global investment target.

When AI computing power enters the "single cabinet power consumption exceeding 100 kW" outbreak period, energy efficiency has become the core bottleneck restricting the global expansion of AI data centers - traditional alternating current (AC) power supply architecture with energy loss as high as 10-15%, bulky equipment footprint, and high total cost of ownership (TCO), causing the industry to fall into the dilemma of "computing power growth means energy consumption growth". However, Super X (SUPX.US) is opening up scarce investment opportunities in the AI + computing power track with a disruptive collaboration, and its core value and growth logic are accelerating. It is worth noting that, although Super X was previously targeted for short selling by J Capital Research, the company has responded strongly through core technology validation and order fulfillment, and the stock price rebound further confirms market recognition of its business logic. Locking in the HVDC technology high ground through strategic joint venture to break the industry's "energy dead end" The competition in AI computing power is essentially a competition in energy efficiency. As Kenny Sng, Chief Technology Officer of Super X, said, "The competition in AI is also a competition in energy efficiency. The cooperation with Hangzhou Zhonhen Electric represents the deep coordination of the technological roadmaps of both parties, setting a new global standard for high energy-efficient AI data centers." This strategic foresight is reflected in the precise collaboration between Super X and Hangzhou Zhonhen Electric, a leading Chinese digital energy company - on September 15, 2025, the two parties officially announced the establishment of a joint venture company "SuperX Digital Power" in Singapore, covering the global market (excluding mainland China, Hong Kong, and Macau), directly addressing the most urgent power supply pain points of AI data centers. This cooperation is not a simple business extension, but a precise positioning of the "next generation core technology of AI data centers". As a leader in the Chinese digital energy industry founded in 1996, Hangzhou Zhonhen Electric is not only a leader in HVDC technology but also the lead developer of national standards in this field - its HVDC solutions have been deployed on a large scale in data centers of top operators and Internet giants such as China Mobile Limited, China Telecom Corporation, Alibaba Group Holding Limited Sponsored ADR, Tencent, and Baidu Inc Sponsored ADR Class A, and have been verified through long-term stable operation, supporting China's core digital economy infrastructure. This technology, through an innovative architecture of "direct current to the end", compresses the 4-5 levels of alternating direct current conversion in traditional power supply to 1-2 levels, achieving an end-to-end energy efficiency breakthrough of over 96%, reducing TCO by more than 20% compared to traditional AC architecture, and eliminating the need for large UPS equipment, saving 50% of physical space to accommodate more AI servers. This technology, rooted in real-world combat and tested in millions of cabinets for the long term, shows strong adaptability in the trend of continuous explosive demand for computing power in the future, targeting the trillion-dollar incremental market. With the new generation GPUs such as NVIDIA Blackwell pushing single cabinet power consumption to over 100kW, and the Rubin Ultra NVL576 planned for release after 2027 reaching a power consumption of 600kW, HVDC has evolved from an "optional solution" to a "necessity". Super X is pushing this battle-tested technology to the global market through the joint venture company, taking the lead in seizing the golden track of "AI computing power energy upgrade", and its technological scarcity is particularly prominent in the current market. Building a "computing power + cooling + power supply" barrier with a full-stack layout to create high customer value In the field of AI infrastructure, the competitive advantage of a "single product" is weakening, and a "full-stack solution" is what customers truly need. This collaboration allows Super X to complete a crucial strategic complement - expanding from a product matrix covering AI servers, high-density liquid cooling, AI cloud, and AI smart bodies to the "heart" of data centers - the power distribution system, achieving vertical integration from "AI computing power infrastructure to Energy Focus, Inc. technology", ultimately creating a full-stack capability of "computing power output + cooling protection + energy supply". The core advantage of this integrated capability lies in the deep satisfaction of customer needs: first, in the closed-loop optimization of the entire chain from power input to model output. As a provider of AI infrastructure solutions, Super X provides end-to-end services to global customers through its Singapore subsidiary, covering solution design and planning, product integration, and operation and maintenance - now with the addition of HVDC technology, customers no longer need to piece together solutions from different vendors, but can directly receive end-to-end services from "power grid connection to efficient power supply to server computing power release to liquid cooling heat dissipation", achieving "efficiency conversion of every unit of electricity into computing power". This "one-stop" experience not only reduces customer procurement and operating costs but also enhances overall system stability through technical collaboration, greatly increasing customer stickiness. In addition to the closed-loop service of the entire chain, the core competitive advantage of this integrated capability lies in its irreplicable technical synergy barrier. The HVDC technology of Hangzhou Zhonhen Electric and Super X's AI servers, liquid cooling solutions are not simply superimposed, but deeply coupled - for example, the natural compatibility between HVDC and energy storage systems can be linked with Super X's computing power scheduling software to provide "zero-interruption" power guarantee for critical tasks like AI training; its high-density design can also respond to the spatial optimization requirements of liquid cooling systems, further increasing the computing power density of data centers. This "customized integration capability" is difficult for pure hardware manufacturers or software manufacturers to achieve. Seizing the "going global" dividend of AI computing power infrastructure with global channel advantages The current global construction of AI data centers is entering an outbreak period, but there is a severe lack of high-efficiency, fast-deployed power supply solutions - the joint venture company of Super X is filling this gap, seizing the market first-mover advantage with the dual advantages of "technological maturity + global channels". As a global enterprise headquartered in Singapore, Super X's customers cover large enterprises, research institutions, cloud and edge computing deployments globally, while Hangzhou Zhonhen Electric's HVDC technology has been verified through long-term validation of millions of cabinets, without the need for market education from "0 to 1". The combination of the two can quickly respond to the AI data center needs in North America, Europe, Southeast Asia, and other regions, helping customers to be "ahead" in the global computing power competition. More importantly, this layout precisely aligns with the global trend of "green computing power". Hangzhou Zhonhen Electric has long been committed to "building a zero-carbon smart society", and its HVDC solution not only reduces costs but also reduces energy loss, aligning closely with Super X's goal of "reducing environmental footprint". In the current mainstream of ESG investment, this dual attribute of "business value + social value" is more likely to gain recognition from global capital and customers. Core value: Not just a "computing power service provider", but also a "rule maker" in AI infrastructure The investment value of Super X essentially lies in the early layout of the "next-generation standard of AI computing power infrastructure": while the industry is still competing on single hardware parameters, Super X has defined the "high-efficiency operation paradigm" of AI data centers through vertical integration of "computing power + energy". Its core value is reflected in three aspects: firstly, its scarcity in the track: as HVDC is a "must-have technology" for the growth of AI computing power, there are only a few companies worldwide with the ability to use it on a large scale, and Super X has taken the lead in mastering proven technology through the joint venture, forming a differentiated competitive advantage; second is growth certainty: as AI computing power demand doubles every year, the market size of energy solutions will expand accordingly, and Super X's full-stack solution can be deeply tied to long-term customer needs, its integrated capabilities of "computing power + power" will continue to revenue and profit growth; third is ecological scalability: the full-chain capability from power supply to computing power output allows Super X to extend into higher value-added areas such as AI cloud services and computing power scheduling in the future, combined with Hangzhou Zhonhen Electric's technology accumulation in power digitalization and energy cloud platforms, further opening up the growth ceiling. In the new era of "competing for energy and efficiency" in AI computing power, Super X (SUPX) is breaking through technical pain points with strategic joint ventures, building core barriers with a full-stack layout, and seizing market first-mover advantage with a global vision - it is not only a participant in AI infrastructure but also a key player in industry dividends, undoubtedly a focus for investment in the current global AI + computing power track.