# data center revenue — X 热门讨论 (2026-09-25 00:21 UTC)
## @StockSavvyShay (Shay Boloor) · 09-24 21:30 · ♥110 ↻9 💬17 $ON is one of the names I’ve been building in my Family Portfolio 'AI Power' bucket because the move to 800V can take semiconductor content per AI rack from $15K today to more than $115K over time.
Thats nearly an 8x content increase before accounting for rack growth with management expecting AI data center revenue to roughly double again in 2027 and potentially exceed $2.5B by 2030.
High voltage sidecars don't really ramp until later in 2027 and solid state transformers come after that so I’m building the position before the revenue inflects because all that compute still has to be powered. https://x.com/StockSavvyShay/status/2103235593580974369
## @rdd147 (Roger) · 09-24 23:03 · ♥43 ↻13 💬0 Morningstar - $ORCL likely to receive credit downgrade to junk on expectations for $25 billion of lost revenue on Stargate delay.
“We think the market’s reaction does not fully represent the downside of an actual delay that would hurt Oracle’s long-term revenue guidance. The stock could see another selloff if data center delays start to affect Oracle’s performance at the company level.”
https://t.co/RO5k1LWrU3 https://x.com/rdd147/status/2103259055326416909
## @burrenwaffettt (Ben Brown) · 09-24 20:04 · ♥50 ↻4 💬4 It feels like the market has forgotten every positive catalyst around $EOSE in just a few days.
Eos received an $87 million advance under its U.S. Department of Energy loan facility, bringing total draws to approximately $178 million. Line 2 has entered commercial production, with initial battery cycle times about 10% faster than Line 1. The company is working toward roughly 4 GWh of annual manufacturing capacity at Thorn Hill.
There’s also the Google–MN8 partnership in West Virginia. The project includes 100 MWh of Eos storage, alongside solar and lithium-ion batteries, to support the PJM grid and regional data-center demand. The Golden Dome contract puts Eos’ Z3 technology into a deployment supporting critical defense infrastructure.
The list doesn’t stop there: Q2 revenue reached $68.8 million, up 351% year over year, and first-half 2026 revenue exceeded all of 2025. Backlog hit a record $807 million, up 25% sequentially. Eos also booked a $100 million purchase order for Phase I of the Blanquilla project, announced a 750 MWh supply agreement with CAPAC—with the potential to scale to 2 GWh—and recent felt-import data point to increased material supply.
Of course, the market can focus on the company’s risks. But should all these developments in production, orders, financing and customer validation simply be ignored?
Have we thrown the baby out with the bathwater? Have the price targets suddenly all dropped to $1? A sharp decline in the stock doesn’t automatically mean the operating thesis is broken. https://x.com/burrenwaffettt/status/2103213888472813953