The lasers in AI optics start as indium-phosphide wafers. AXT makes them, and its InP revenue jumped from $3.6 million to $30.7 million in a year....
A Houston switchgear maker booked $934 million of orders in one quarter — three times its revenue — including a $400 million-plus data-center order. Backlog hit...
A former crypto host now has 1,410 MW of AI capacity under contract and about $36 billion in base-term lease revenue. Applied Digital builds powered campuses...
A $50-million-a-year company just booked a record $60.7 million in one quarter and guided to $130–150 million next year. Aehr’s burn-in systems catch bad AI chips...
Everyone talks about TSMC’s packaging lines. Amkor — the largest U.S.-headquartered packaging-and-test company — is putting $7 billion into an Arizona campus, with Apple and Nvidia...
Active electrical cables sound boring. Credo sells them — plus the chips inside them — and revenue rose 115% to $479 million last quarter.
Lumentum’s quarterly revenue crossed $1 billion for the first time, up 109%, on lasers and optical switches that connect GPUs. Next quarter’s guide implies about 130%...
Modine’s data-center segment grew 90% to $348.6 million last quarter and is now its biggest business. The market still prices it like an auto-parts supplier.
When the grid says “wait five years,” some data centers make their own electricity. Bloom Energy’s fuel cells posted Q2 2026 revenue of $1.07 billion, up...
Gas-turbine backlog plus reservations hit 116 GW in Q2 2026, and data-center electrification orders topped $5 billion in the first half alone. GE Vernova is the...
