# data center revenue — X 热门讨论 (2026-09-30 20:48 UTC)
## @TrendSpider (TrendSpider) · 09-30 20:21 · ♥159 ↻11 💬21 MICRON $MU BY THE NUMBERS
CORE DATA CENTER REVENUE JUMPED 56% QUARTER OVER QUARTER... https://t.co/qKz0ozgty2 https://x.com/TrendSpider/status/2105392529155973462
## @Sandeman52 (SandemanStocks) · 09-30 20:22 · ♥130 ↻10 💬10 $MU’s quarter is pretty bullish for $NBIS, and not because Micron beat earnings.
Look at what’s actually happening underneath the numbers…
Micron just did $54B in revenue and guided to $61.5B next quarter. Data Center revenue jumped 56% QoQ. Gross margins hit 87%.
Customers prepaid $12.7B just to lock in supply!!
Companies aren’t pulling back on AI infrastructure spending. Theyre fighting to secure the components needed to build it.
Micron is basically saying….We can’t make enough AI memory.
Nebius is basically saying…We can’t build enough AI compute.
And in both cases, customers are willing to commit money upfront to secure capacity.
If AI infrastructure demand were about to fall off a cliff, I don’t think you’d be seeing 87% margins, massive prepayments and another 13% sequential revenue guide from one of the most important suppliers into AI data centers.
All good news! https://x.com/Sandeman52/status/2105392818231615630
## @EconomyApp (App Economy Insights) · 09-30 20:16 · ♥100 ↻21 💬7 $MU Micron Q4 FY26 (August quarter).
• Revenue +379% Y/Y to $54.2B ($2.8B beat). ☁️ Cloud Memory +258% Y/Y. ⚙️ Core Data Center +1,042% Y/Y. 📱 Mobile & Client +249% Y/Y. 🛞 Auto & Embedded +376% Y/Y. • Non-GAAP EPS $33.42 ($1.60 beat). https://t.co/0HKPdjFiho https://x.com/EconomyApp/status/2105391274367070346
## @Kalshi_Finance (Kalshi Finance) · 09-30 20:04 · ♥112 ↻10 💬9 JUST IN: Micron’s $MU data center revenue hits $18B, up 56% QoQ https://x.com/Kalshi_Finance/status/2105388410202624239
## @bdinvestingg (Bilaal- BD investing) · 09-30 20:08 · ♥39 ↻4 💬2 $MU BEAT EARNINGS
✅ Revenue: $54.23B vs $51.07B Est. ✅ EPS: $33.42 vs $31.61 Est. ✅ Net Income: $38.40B ✅ Gross Margin: 87%
AI + Data Center Strength • Cloud Memory: $16.28B • Core Data Center: $18.00B • Combined: $34.28B — 63% of revenue • Operating Cash Flow: $43.97B
Q1 FY27 Guidance
✅ Revenue: $61.5B ± $1.5B vs $57.02B Est. ✅ EPS: $38.15 ± $1.00 vs $35.40 Est. ✅ Gross Margin: ~86.25%
$MU continues to benefit from massive AI data-center and memory demand. https://x.com/bdinvestingg/status/2105389400674726314
## @FirstSquawk (First Squawk) · 09-30 20:07 · ♥30 ↻7 💬4 MICRON POSTED Q4 ADJUSTED REVENUE OF $54.23 BLN, ABOVE THE $51.49 BLN ESTIMATE, WITH ADJUSTED EPS OF $33.42 VERSUS $31.83 EXPECTED, ADJUSTED OPERATING INCOME OF $44.64 BLN AND AN ADJUSTED GROSS MARGIN OF 87%, AS CORE DATA CENTER REVENUE OF $18.00 BLN CROSSED WELL ABOVE THE $11.34 BLN ESTIMATE. https://x.com/FirstSquawk/status/2105389148530204958