# data center revenue — X 热门讨论 (2026-09-30 22:59 UTC)
## @StockSavvyShay (Shay Boloor) · 09-30 22:38 · ♥46 ↻1 💬9 $MU NAND revenue has jumped nearly 8x to $14B in 18 months with data center SSDs now making up ~71% of the business.
Really interesting seeing storage become Micron’s fastest growing business as AI agents drive more context and KV cache demand which adds another growth engine beyond HBM. > 引用 @VestExchange: $MU reports fiscal Q4 results after today's close, with consensus at $50.78B in revenue and $31.28 adjusted EPS.
→ Revenue: $41.46B in fiscal Q3, against $23.86B in fiscal Q2 and $13.64B in fiscal Q1 → Guidance: $50.0B ±$1.0B for fiscal Q4, with an 86% gross margin and $31.00 adjusted EPS
The shares enter the print with $MU up around 275% this year and about 12% below its 52-week high, and the quarter runs 14 weeks, per the 10-Q.
Cloud Memory and Core Data Center revenue reached $13.77B and $11.52B in fiscal Q3, with the fiscal 2027 outlook, HBM4 economics, DRAM pricing and record capital spending the watch items. https://x.com/StockSavvyShay/status/2105427171464683791
## @growthrapidly (Joel) · 09-30 16:49 · ♥30 ↻2 💬22 $AAOI has been struggling lately. The $600M ATM remains a major overhang, but that is a temporary dilution issue; not a demand problem. Q2 revenue hit a record $191.9M, +86% YoY, data center revenue jumped 140% to $107.7M. Management still expects 800G/1.6T demand to exceed production capacity through mid-2027 and plans to expand capacity from roughly 200K units/month to 650K by year-end. At around $98, if this isn’t one of the best discounts out there, I don't know what is. 🤔 https://x.com/growthrapidly/status/2105339204318495186
## @Fiscal_ai (Fiscal.ai) · 09-30 20:38 · ♥31 ↻5 💬5 Micron Q4 Results
Revenue: $54.1B, +3.79% (est. $51.5B) → Cloud Memory +258% → Core Data Center +1,042% → Mobile & Client +249% → Automotive & Embedded +376% Adj. EPS: $33.42, +1,003% (est. $31.82) 80.7% Operating Margin
$MU https://t.co/ZgpuBtXtXd https://x.com/Fiscal_ai/status/2105396772587917353
## @The_AI_Investor (The AI Investor) · 09-30 14:16 · ♥31 ↻1 💬2 HPE booked its first AMD Helios AI rack order, $1.2B from Vultr, and raised its FY27 networking growth outlook > $1.2B order from Vultr for AMD Helios AI Rack by HPE, first order for the new system, deployed at Vultr US data centers > each rack packs 72 AMD Instinct MI455X GPUs with EPYC Venice CPUs and Pensando Vulcano AI NICs > scale up fabric is open Ethernet: 6 HPE Juniper QFX5252 switch trays per rack linking all 72 GPUs > FY27 networking revenue growth guidance raised to high teens to low 20s percent, operating margin mid to high 20s > data center networking revenue guided to low to high 50s percent CAGR through FY29 > Juniper cost synergy target raised to $800M annual run rate by end of FY28, up from $600M https://x.com/The_AI_Investor/status/2105300822108311889