Articles Tagged “AI Data Center”
5 articles found
Nvidia Invests $1.5B in SB Energy's Ohio AI Campus
Nvidia is putting $1.5B into SB Energy and backing up to $105B in credit to make the 4.25GW PORTS-Pike campus in Ohio an Nvidia-only compute site.
AMD Secures Up to 2.5 GW of AI Data Center Capacity
AMD signed a 15-year deal on July 28 for up to 2.5 GW of Core Scientific data center capacity, worth about $14 billion in contracted revenue.
Jabil Beats Q2 Print and Raises Full-Year Guidance to $34B as Intelligent Infrastructure Surges 52% YoY
Jabil stock climbed on May 11, 2026 after Q2 fiscal 2026 revenue hit $8.28B with EPS of $2.69, and the company raised full-year guidance to roughly $34B on AI data-center demand.
Super Micro's Q3 Beat: Margins Bounce Back, AI Data Center Demand Powers $40B Outlook
Super Micro Computer surged 24% on May 6, 2026 after Q3 earnings beat estimates by 33% — non-GAAP gross margins jumped to 10.1% and the AI server maker raised its full-year revenue outlook to $40.4B.
Oracle Crushes Q3 Estimates as Cloud Revenue Surges 84% — And the $553 Billion Backlog Signals What's Coming
Oracle reports $17.19B in Q3 revenue with cloud infrastructure up 84% to $4.9B, raises FY2027 guidance to $90B, and reveals a $553B remaining performance obligation.