# data center revenue — X 热门讨论 (2026-09-19 04:06 UTC)
## @933Athkar (Ethan Carte) · 09-18 16:58 · ♥47 ↻3 💬1 The real AI winners in August weren’t just NVDA — it was these 5. $LITE $COHR $MRVL $INTC $NBIS Hard data only:
1. $LITE Revenue doubled to $1.01B (+109% YoY) Gross margin exploded to 50.4%, operating margin 36.6% Guidance still screaming higher. Optics are sold out.
2. $COHR Record $2.05B quarter. Datacenter & Communications on fire. Margin expansion continues. Photonics super-cycle confirmed.
3. $MRVL Data center now 79% of revenue. Custom silicon + optical interconnects crushing it. Google TPU partnership keep accelerating.
4. $INTC Still up massively YTD. Foundry + AI accelerator story is being re-rated. Big capital raise done. “Made in USA” narrative heating up.
5. $NBIS Revenue +454%. $40B+ backlog. Pure AI cloud growth monster.
Bottom line: AI has moved from storytelling to actual shipping and printing money. These are the real picks-and-shovels.
Pullbacks? That’s your gift. The fundamental upside is far from priced in.
Which one are you holding the heaviest right now? https://x.com/933Athkar/status/2100992940135112732