# data center revenue — X 热门讨论 (2026-09-30 13:09 UTC)

## @zerohedge (zerohedge) · 09-30 12:11 · ♥62 ↻8 💬11 Premarket movers:

Mag 7 stocks are mixed: Alphabet +1%, Nvidia +0.1%, Amazon -0.2%, Apple little changed, Tesla -0.8%, Microsoft -0.1%, Meta Platforms -1%

Achieve Life Sciences (ACHV) gains 3% after Stifel initiated coverage with a buy recommendation, citing a “potential blockbuster opportunity” for the biotech firm’s smoking-cessation drug candidate.

Boeing (BA) rises 2% after the company beat Northrop Grumman Corp to produce the Navy’s next Top Gun fighter jet. Northrop (NOC) falls 4.3%.

Cal-Maine (CALM) falls 6% after the egg producer reported net sales for the first quarter that missed the average analyst estimate, and said it won’t pay a cash dividend in the first quarter.

Concentrix (CNXC) is down 9% after the call-center operator forecast fourth quarter revenue below expectations amid investor concerns that the business could come under pressure from AI-assisted automation tools.

FactSet (FDS) falls 2% after the financial-data provider gave a 2027 earnings per share forecast that missed the average analyst estimate.

GameStop (GME) gains 1% after a filing showed that Chairman and CEO Ryan Cohen purchased $10.6 million worth of shares.

Moderna (MRNA) declines 6% after Citi downgraded the vaccinemaker to sell, saying optimism from its recent oncology success is more than priced in the stock’s outsized rally.

Robinhood (HOOD) rises 2% after the brokerage launches new products that help users utilize AI agents to build and execute trading strategies. It’s also allowing customers to trade perpetual futures on some cryptocurrencies.

Vanda Pharmaceuticals (VNDA) rises 4% after the drugmaker said its drug Hetlioz met its primary endpoint in a late-stage trial for adults with Delayed Sleep-Wake Phase Disorder — a circadian rhythm sleep disorder

(source: BBG) https://x.com/zerohedge/status/2105269198456824172

## @AIStockSavvy (Hardik Shah) · 09-30 12:26 · ♥32 ↻4 💬3 📢 𝗝𝗨𝗦𝗧 𝗜𝗡: AIB Data Centers Signs 12-Year, 50 MW AI Data Center Agreement With $NBIS Nebius

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗔𝗜𝗕 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀 signs binding agreement with 𝗡𝗲𝗯𝗶𝘂𝘀 for 𝟱𝟬 𝗠𝗪.

➤ Initial contract carries a 𝟭𝟮-𝘆𝗲𝗮𝗿 term with optional renewals.

➤ Capacity will support 𝗔𝗜 training and inference workloads.

➤ Customer prepayments will help fund substantial initial project development costs.

➤ Financing structure aims to reduce common-equity needs and potential shareholder dilution.

➤ Project is backed by a 𝟭𝟱-𝘆𝗲𝗮𝗿, 𝟲𝟱 𝗠𝗪 electric service agreement.

➤ AIB expects to deliver the contracted capacity across 𝘁𝘄𝗼 𝗱𝗮𝘁𝗮 𝗵𝗮𝗹𝗹𝘀.

➤ Texas acquisition increased AIB's total contracted power to approximately 𝟭𝟮𝟬 𝗠𝗪.

➤ AIB continues pursuing additional long-term 𝗔𝗜 and HPC customer agreements.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Converts AIB's secured power capacity into long-term contracted AI infrastructure demand.

➤ Prepayments and project financing could materially reduce 𝗲𝗾𝘂𝗶𝘁𝘆 𝗱𝗶𝗹𝘂𝘁𝗶𝗼𝗻 requirements.

➤ Existing power infrastructure could accelerate deployment amid AI capacity constraints.

➤ Deal expands 𝗡𝗲𝗯𝗶𝘂𝘀' dedicated U.S. capacity for training and inference.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗝𝗲𝗿𝗿𝘆 𝗧𝗮𝗻𝗴, Chief Executive Officer of AIB Data Centers:

“Signing Nebius represents a transformational milestone for AIB,” said Jerry Tang, Chief Executive Officer of AIB Data Centers. “Our strategy is straightforward: secure power in attractive markets and convert that power into long-term contracted revenue with leading AI infrastructure companies. This agreement validates that strategy. We believe we have a capital-efficient path to develop the initial capacity. Our focus now turns to execution and delivering on schedule.”

𝗔𝗻𝗱𝗿𝗲𝘆 𝗞𝗼𝗿𝗼𝗹𝗲𝗻𝗸𝗼, Chief Product and Infrastructure Officer at Nebius:

“Time-to-power is the binding constraint on AI infrastructure today, and AIB’s existing power position gave us a clear path to bringing this capacity online on a timeline that works for our customers,” said Andrey Korolenko, Chief Product and Infrastructure Officer at Nebius. “This agreement adds dedicated capacity in the southeastern United States for training and inference workloads.” https://x.com/AIStockSavvy/status/2105273081811943867

## @danadams_46 (Dan Adams) · 09-29 15:08 · ♥31 ↻3 💬0 $NVT adding a second liquid-cooling plant tells me demand is moving faster than existing capacity.

Blaine 2 is expected to come online in 1H27, supporting a $2B+ data-center revenue ramp.

What I like about $NVT is where it enters the buildout.

Enclosures, busway and liquid cooling can be designed in before the servers even arrive.

That gives it exposure earlier in the construction cycle.

$CARR is different.

It has solid data-center exposure, but AI is still only one part of a much larger HVAC business.

For me, $NVT has more upside if North American data-center construction keeps accelerating.

The number I’ll keep watching is backlog.

Factory expansion sounds great. I want to see the orders there waiting for it. https://x.com/danadams_46/status/2104951549633974324