# data center revenue — X 热门讨论 (2026-09-18 12:17 UTC)
## @NickMinock (Nick Minock) · 09-18 11:27 · ♥119 ↻26 💬15 New: A news outlet reported “Data centers slash property taxes in half for homeowners in Virginia's Loudoun County.”
Ask any homeowner in Loudoun County if their property taxes were slashed in half and they will tell you that didn’t happen.
The @TaxFoundation reportedly said, “Loudoun County has more data centers than anywhere else in the country. It's been sort of the capital of data center development for decades and because of that, Loudoun County property taxes are about half of what they would be without data centers. In fact, data centers provide about 45% of all local tax revenue to Loudoun County, not just property taxes, but all local tax revenue."
Although it’s true data centers provide 45% of Loudoun County’s tax revenue, the Loudoun County Board of Supervisors and Loudoun County Public Schools spends that money. The county has not applied data center tax revenue to provide tax relief to “slash property taxes in half.” https://x.com/NickMinock/status/2100909450785673611
## @stockmarket8058 (Attentive investor) · 09-17 04:42 · ♥30 ↻6 💬4 🗽Big money is buying the AI-fiber story.
FIIs 11.5% → 19.7% 💥 + DIIs 10.8% → 13.3%. 🚀 + Motilal Oswal Midcap 4.7 %→ 5.6 % 💥
📡STL wants to become a large AI data-center optical company, not only a telecom cable company. Targets are very big. Watch whether orders convert and new plants come up on time.
🔮The target (by FY29) Revenue: ₹4,750 Cr (FY26) → ₹20,000 Cr (~4x in 3 years) 🔆EBITDA margin: 13.2% → 27%+ Open order book: over $2 billion
📖The story in one line ~
◉ Old business = fiber to connect people (telecom / FTTH / 5G).
◉ New business = fiber to connect AI computers inside and between data centers.
◉ Fiber needed per AI rack is rising fast: ~1,000 → ~4,000 (Hopper) → ~16,000 (Blackwell) → ~64,000 (Vera Rubin). India data centers: 1.5 GW now → 10 GW by 2030.
🔆Who they are
◉ Make the full chain in-house: glass → fiber → cable → connectors.
◉ ~9% of world fiber market outside China. 785+ patents. Plants in India, US, Europe.
💰What they will spend ~₹1,000 Cr a year for 3 years (~₹3,000 Cr total)
◉ Preform + fiber + cable capacity +50% New India plant for AI / data-center connectivity products
◉ About 2% of sales on R&D
#stl #stockmarket8058 #upi https://x.com/stockmarket8058/status/2100445335827231081
## @jpinsights (JP Insights) · 09-17 12:42 · ♥30 ↻3 💬8 $ETN gave some pretty wild numbers yesterday.
Eaton acquired Fibrebond in 2025 for $1.43B. At the time, the business was doing around $375M in annual revenue.
Just over a year later, Fibrebond has generated more than $600M over the last twelve months.
And Eaton is preparing for much more. They are expanding the existing facility and building a new factory in Arkansas, with each project expected to double capacity.
The broader data center business isn't slowing either. Revenue is running around +65% and orders +85%.
Eaton started 2026 expecting 8% organic growth. They raised that to 10%, and CEO Paulo Ruiz now says they could reach 12%.
Hard to look at those numbers and argue that the physical AI infrastructure buildout is losing momentum. https://x.com/jpinsights/status/2100565936931471721