#Data Centers

CIEN stock surged 11% Tuesday. TECHi tests Ciena’s 2029 revenue, margin and cash-flow targets against its October 6 valuation and execution risks.

ALAB stock climbed nearly 7% Tuesday. TECHi explains the Scorpio revenue ramp, OCP catalyst and valuation risk behind Astera Labs’ move for investors.

Oracle fell ~5% after adding about $700 million to its restructuring plan amid a $90-95 billion capex year, days after Ellison cancelled a $7.5 billion share-sale plan.

Firmus is pitching a A$7 billion (US$5 billion) ASX IPO for late October, Bloomberg reports: 900 MW contracted, OpenAI anchoring two Malaysian sites, Nvidia in Batam.

Data center construction costs about $6M–$13M per MW across the USA, EU, UAE, India and Pakistan, and a 10 MW power bill runs $8.7M–$26.3M a year.

NAVER, NVIDIA and Brookfield are tripling Korea's AI factory to 200MW. The real story isn't the megawatts — it's the ~$10 billion capital stack behind sovereign AI.

Bloomberg says Z.ai switched on a ~1GW data center running only Chinese chips to train GLM. What it means for export controls, open models, and Nvidia's China thesis.

AMD and Cerebras will split AI inference across Helios racks and the Wafer-Scale Engine. The 5x per-watt claim is modelled against Cerebras-only hardware.

Amazon's custom silicon runs at a $20B pace with $225B in Trainium commitments. What sold-out chips through 2027 mean for anyone buying AI training capacity.

NRG cleared 6,839 MW in PJM’s 2028–2029 auction. TECHi tests the $811 million gross value bridge, LS Power exposure, and what investors still lack.

SLB and Liberty Energy are pairing modular data centers with on-site power, but the alliance discloses no customer, contract value, revenue split, or backlog.

Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.

Vertiv's AI data-center cooling business has a $15B backlog and rising guidance — but VRT trades near $128B and ~48x forward earnings. The bull and bear case.

Do data centers raise your electricity bill? The truth about the viral 267% figure, the state moratorium fight, and the utility stocks (CEG, VST, NRG) exposed.

Broadcom's post-earnings drop shows AI demand is still real, but investors now want infrastructure bottlenecks, cash flow, and power access.

Credo reports Q4 FY26 earnings on June 1 with CRDO near record highs, AI interconnect demand surging and valuation now the main risk.

AMD stock reopens after Memorial Day with a new test: whether Venice, Helios and AI racks can justify the post-earnings re-rating.

AI capex is turning data centers into a power, storage and infrastructure trade. Here is how CLSK, MARA, RIOT, EOSE and TSLA fit.

Dell stock is riding a $43B AI server backlog, but rising receivables, financing exposure and component costs raise a sharper risk.

NVIDIA's AI GPUs need more HBM, DRAM and storage. Micron is feeding that demand, and its Q2 numbers show why MU has become an AI profit pool.

Google Search and ChatGPT energy use look close per query. The real 2026 issue is AI search margin, reasoning demand and data-center power.

Sandisk stock is being priced as an AI storage winner. The sharper question is whether agent memory turns NAND into contracted infrastructure.

AI data centers are turning power, cooling and cloud capacity into a stock story. Here are the demand math, country counts, winners and risks.

CoreWeave beat Q1 revenue, but CRWV fell as investors weighed $99.4B backlog against debt, capex, interest expense and Nvidia dependency.