#datacenter

4 stories

#nvidia #2026 #800g transceivers #acquisition #ai #ai infrastructure #artificial intelligence #blackwell gpu #business #capital expenditure #cash flow #cloud computing

Coherent Stock: Tempting Buy With Big Caveat
Coherent's optical growth attracts investors but one factor makes it risky.
Seekingalpha · 1m
Micron Q4 2026 Earnings Preview: $31.56 EPS Expected
Micron's Q4 2026 earnings expected to show 353% revenue growth from last year
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
IREN buys Mirantis to power NVIDIA AI deals
The $500 million acquisition gives the neocloud provider software to orchestrate massive GPU deployments across its datacenters.
Futuriom · 1m
Oracle's AI bet strains finances despite cloud growth
Strong cloud revenues can't hide the mounting costs and debt from Oracle's massive AI infrastructure push.
Futuriom · 1m