Social media discussion on data center revenue trends featuring Palantir's sovereign AI partnership with Armada for modular, controlled infrastructure deployments, and Oracle's $7 billion Tencent deal to recover from prior revenue losses in data center projects.
Micron reported record Q4 revenue of $54.2 billion, driven by surging AI data center demand with data center revenue reaching $18 billion. The memory chip company issued strong Q1 guidance of $61.5 billion, while other tech stocks gained on earnings beats and data center expansion deals.
Oracle signed a $7B five-year deal with Tencent to supply 100,000 AI chips across Southeast Asian data centers, while South Korea's September semiconductor exports surged 263% year-on-year to $60.3 billion as AI infrastructure investment reshapes major industrial economies and supply chains.