# data center revenue — X 热门讨论 (2026-09-29 13:41 UTC)
## @PolymarketMoney (Polymarket Money) · 09-29 12:22 · ♥112 ↻9 💬21 JUST IN: AI industry needs to generate $6,000,000,000,000.00 in annual revenue by 2031 to justify global data center spending. https://x.com/PolymarketMoney/status/2104909602559324670
## @concall_in (concall.in) · 09-29 11:54 · ♥61 ↻7 💬3 #HFCL - Bharat Connect Conference – HFCL significantly raised its growth outlook, with management highlighting:
• FY27 revenue growth guidance raised from 40% to a minimum of 60% YoY, with management confident that strong growth can continue beyond FY27
• ₹28,000 Cr order book, including ₹19,000 Cr from optical fiber cables and data center interconnects, providing strong revenue visibility
• Optical fiber capacity to expand from 28M to 43M fiber km and cable capacity from 39M to 62M fiber km by July 2028
• ₹2,500 Cr CapEx planned over the next 2.5 years, including ₹1,250 Cr for a new preform facility that can improve product margins by up to 5% at full integration
• Defense revenue targeted at ₹500 Cr this year, ₹1,500 Cr next year and ₹4,000–5,000 Cr by FY30, supported by a ₹2,050 Cr aerospace order book
• AI and data center hyperscalers already contribute 85–90% of revenue, with higher-margin interconnect solutions and fiber products driving the current growth cycle
Key guidance, growth drivers and management commentary below 👇
Disclaimer: This post is for informational purposes only and is not investment advice or a recommendation to buy or sell. https://x.com/concall_in/status/2104902598386168016
## @0xRoundTable (Round Table Network) · 09-29 12:46 · ♥62 ↻3 💬2 JUST IN: AI industry needs to generate $6 trillion in annual revenue by 2031 to justify global data center spending. https://x.com/0xRoundTable/status/2104915786846666878