Tech investors discuss data center infrastructure funding and execution. Hut 8 announced Q3 2026 earnings; Corelight secured $2.276B for its Sandersville AI data center. TSMC reported 54.6% September revenue growth; GlobalFoundries and TSMC partnered on U.S. advanced packaging; Astera Labs expanded PCIe 7 connectivity solutions.
AI semiconductor stocks experienced volatility due to confusion over OpenAI's reported revenue figures, with discrepancies between different calculation methods. TSMC reported strong September revenue growth of 54.6% year-over-year, while GlobalFoundries announced a $2B partnership with TSMC to expand U.S. advanced-packaging capacity. Astera Labs unveiled PCIe 7 connectivity solutions, and NVIDIA-backed Firmus withdrew its planned $5B IPO citing market conditions.