# data center revenue — X 热门讨论 (2026-09-11 15:28 UTC)

## @JasonL_Capital (Jason Luongo) · 09-11 11:52 · ♥90 ↻6 💬18 BREAKING: MICROSOFT PLANS TO TRIPLE ITS DATA CENTER CAPACITY by 2032 TO 38 GIGAWATTS.

Here are 10 companies positioned to benefit the most:

1. $NVDA - Nvidia

Data center revenue grew 117% to $89B last quarter with next quarter guided to $108B. Vera Rubin is in full production and expected to be 20% of data center revenue this quarter, and Jensen says it generates roughly $40B of revenue per gigawatt versus $25B for Blackwell. Microsoft adding 26 gigawatts is Nvidia's largest customer tripling its order book. https://x.com/JasonL_Capital/status/2098379038880342335

## @Mayhem4Markets (Markets & Mayhem) · 09-10 14:31 · ♥31 ↻4 💬40 Bringing AI Home: Why Businesses Are Running Models on Their Own Hardware https://x.com/Mayhem4Markets/status/2098056725169369172

## @PhotonCap (Photon Capital) · 09-11 04:50 · ♥30 ↻4 💬2 $SOI, $SLOIF

- Soitec expects second-quarter FY2027 Photonics-SOI revenue, for the quarter ending in September, to reach roughly three times the prior-year level.

- The company now forecasts $250M~$300M of Photonics-SOI revenue in FY2027, up from slightly more than $100M in FY2026, implying roughly 2.5x~3x growth.

- Soitec said accelerating demand from AI data-center optical connectivity is a key driver behind the stronger Photonics-SOI outlook.

- The company expects to establish multiyear agreements with eight of its roughly ten major Photonics-SOI customers, improving longer-term demand visibility.

- Photonics-SOI provides the SOI substrate platform used to integrate silicon photonic components for high-bandwidth data-center optical networks.

- Soitec also raised its overall second-quarter FY2027 revenue growth outlook to around 50% YoY from its previous guidance of more than 30%.

> The most important number here is not simply the quarterly growth rate, but the $250M~$300M FY2027 Photonics-SOI outlook. It suggests that AI optical connectivity demand is now translating into meaningful revenue growth further upstream, beyond optical modules and lasers and into the SiPh substrate layer.

> The planned multiyear agreements with eight of roughly ten major customers are particularly notable. They could indicate that customers increasingly view Photonics-SOI as a strategic supply item that needs to be secured over multiple years rather than purchased primarily on a spot basis.

> This should not automatically be interpreted as a pure CPO demand signal. Photonics-SOI supports multiple silicon-photonics architectures, including pluggable optics, and the broader takeaway is that rising optical content in AI data centers is propagating further upstream across the SiPh supply chain. > 引用 @PhotonCap: SOITEC The Wafer That Used to Roll Around My Lab Is Now an AI Data Center Bottleneck: Soitec https://x.com/PhotonCap/status/2098273006032404957

## @ThematicTrader (9 Ventures) · 09-11 02:33 · ♥30 ↻1 💬2 $PENG CEO:

- Hyperscalers and other data center customers are considering Penguin's CXL

- Seeing opportunities in both CXL memory expansion cards and the CXL MemoryAI KV Cache Server

- Sees revenue growth in integrated memory even if price levels off due to volumes

- (in his own words) Q3 book-to-bill was above 1, reflecting strong volume growth

- Photonic Memory Appliance in collaboration with Celestial AI available in H2 2027 (Well before market expectations) > 引用 @ThematicTrader: $PENG CEO on Goldman Conference:

- Multiple hyperscalers procuring their CXL offerings

- Photonic Memory Appliance in partnership with Celestial / $MRVL will be available H2 2027 https://x.com/ThematicTrader/status/2098238366013645049