Data center capacity set to nearly triple by 2030 on AI demand. Here's the setup:
$NVDA (~$229): Data center revenue up 117% to $89B last quarter. Q3 guidance at $108B.
$AVGO (~$362): AI chip revenue jumped 221% to $16.7B. Next quarter guided to $21.7B.
$MRVL (~$275): Data center revenue +46% to $2.17B. Just acquired Celestial AI for optical interconnect push.
$CRDO (~$217): Revenue more than doubled—$479M last quarter, +115% YoY.
$LITE (~$1,103): CEO says optical components sold out through early 2029.
$VST (~$161): 20-year nuclear deals with Meta for 2,609 MW. DOE loan offer up to $4.2B.
$IREN (~$35): $9.7B 5-year AI cloud contract with Microsoft. Targeting $4B contracted annual revenue running by year-end.
$NBIS (~$221): Revenue up 454% last quarter. Microsoft deal ~$17.4B, Meta deal up to $27B.
AI infrastructure build-out is live. These names are positioned in chips, optics, power, and compute capacity—all feeding the data center explosion.
$NVDA (~$229): Data center revenue up 117% to $89B last quarter. Q3 guidance at $108B.
$AVGO (~$362): AI chip revenue jumped 221% to $16.7B. Next quarter guided to $21.7B.
$MRVL (~$275): Data center revenue +46% to $2.17B. Just acquired Celestial AI for optical interconnect push.
$CRDO (~$217): Revenue more than doubled—$479M last quarter, +115% YoY.
$LITE (~$1,103): CEO says optical components sold out through early 2029.
$VST (~$161): 20-year nuclear deals with Meta for 2,609 MW. DOE loan offer up to $4.2B.
$IREN (~$35): $9.7B 5-year AI cloud contract with Microsoft. Targeting $4B contracted annual revenue running by year-end.
$NBIS (~$221): Revenue up 454% last quarter. Microsoft deal ~$17.4B, Meta deal up to $27B.
AI infrastructure build-out is live. These names are positioned in chips, optics, power, and compute capacity—all feeding the data center explosion.