# data center revenue — X 热门讨论 (2026-09-19 00:50 UTC)
## @nancychatter (nancykennedy*) · 09-18 22:21 · ♥44 ↻10 💬0 It wasn't losing money. Trump is, as usual, is lying , because that's what pathological liàrs do.
IT'S A MEMORIAL TO JOHN FITZGERALD KENNEDY...not Donald John Trump Part of any administrations job is to maintain many buildings, but that doesn't meàn every administration gets to rename or add a current president's name. What's next, the Donald J Trump Lincoln Memorial, the Donald J Trump Jefferson Memorial, the Donald J Trump Washington Memorial. Sounds insane, right, because Donald J.Trump is insane.
AI overview 👇 While claims have been made by political figures asserting the institution was a historic financial "loser" bleeding hundreds of millions of dollars, tax records and independent arts management data show that the center operated with relative stability compared to the broader cultural sector until a sharp, sudden fiscal collapse occurred following leadership interventions and a controversial name change in late 2025 and 2026. The Kennedy Center had a financial surplus in 2024, running an operational surplus of approximately $41 million with about $307 million in total revenue against $266 million in expenses. https://x.com/nancychatter/status/2101074282654929219
## @ReeceCards (Reece) · 09-18 14:53 · ♥31 ↻0 💬6 People are so weird with their anaylsis.
T1 Energy did over 250 million in Q1
And im seeing others saying it go down to 1.76$ stop fear mongering people. that would make the company less than 500 million market cap.
its not a pre revunue company.
They earn from D1 Dallas
Also G2 Austin coming in Q1
And exciting project with the data center which bring in more revenue.
By the end of next year easily turn over 500 million - 1 billion+ and its 1.2 billion market cap company.
$TE https://x.com/ReeceCards/status/2100961536739053609
## @chinoalemano (ChinoAleman) · 09-18 14:36 · ♥32 ↻1 💬0 I’m starting to get VERY interested in $NOK.
After the latest $HPE earnings, one thing is becoming increasingly clear:
Networking is becoming one of the most attractive parts of the AI infrastructure stack.
HPE is shifting more attention away from servers like $DELL or $SMCI, a huge revenue business, but one where much of the economics ultimately flow to NVIDIA/AMD and margins are lower, toward Networking, where margins are significantly better.
And this is where Nokia starts getting interesting.
Nokia acquired Infinera to strengthen its position in optical networking, data centers and hyperscalers.
And it’s already showing up in the numbers:
• Optical Networks: +20% YoY in Q1 • Optical Networks: +20% again in Q2 • AI & Cloud: +105% YoY in Q2 • €2.8B of AI & Cloud orders in Q2 alone • Roughly 50% of those orders expected to turn into revenue over the following 12 months
But the thesis goes much further.
Nokia is also moving into:
→ AI-RAN with NVIDIA → GPU-accelerated 5G/6G infrastructure → Data-center networking → 800G / 1.2T optical → DDoS & cybersecurity through Deepfield → Quantum-safe networking → Critical infrastructure & defense
And in the background, it still owns a patent licensing business generating roughly €1B of operating profit at ~70% margins.
What interests me about $NOK is not that it’s some “cheap old telecom stock".
It’s that Nokia may be slowly turning into an:
AI infrastructure + networking + optical + telecom + cybersecurity company.
And the question I’m trying to answer is:
What happens if Network Infrastructure margins move from ~8% today toward Nokia’s 13–17% 2028 target while Optical/IP continues growing double digits?
Because if that happens, the earnings profile changes dramatically. https://x.com/chinoalemano/status/2100957111060427218