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Arm 2027 Fiscal-year second-quarter revenue increased year on year 27%to 1440000000 USD, with licensing and other revenue up 50%, and data-center royalty revenue doubling. The company's revenue guidance for the next quarter was slightly above expectations, but its share price fell by approximately in after-hours trading 2%。
According to TechCrunch, Omen AI proposes to acquire 16000000 USD in a cash-and-stock deal Aquatic Labs, and plans to launch a sensor integrating both sides' technologies early next year.
UBS strategist Gerry Fowler said that the market has underestimated the duration of the AI cycle, and that massive AI spending may begin to show returns in 2027.
Morgan Stanley expects that global data center IT capacity will increase from 2026 approximately at the end of 136GW to 2030 in 316GW, with a compound annual growth rate of approximately 23%。
According to people familiar with the matter, Singapore data center operator STT GDC is in talks with banks over an approximately 2400000000 USD syndicated loan to finance its assets.
OpenAI A spokesperson confirmed that the company plans to call data centers “compute campuses,” saying the move is intended to more accurately describe its AI infrastructure investments.
According to reports, OpenAI plans to launch November 3 policy initiatives after the U.S. midterm elections involving AI security, data centers, job training, and global standards, expected to begin during the November 9 lame-duck session of Congress.
Musk said that Memphis Colossus 2 plans to deploy approximately 1200000 NVIDIA units Blackwell GPU, of which approximately 200000 units will be used for inference. Other facilities, including Gun Range and Spam, are planned to come online or expand.
According to Bloomberg, Sam Altman October 31 met in South Korea with approximately 50 Samsung executives to discuss memory chips and AI infrastructure cooperation. The meeting continued the two sides' existing cooperation on supplying Stargate and AI data-center construction.
Reports say that SanDisk storage product prices continue to rise, while its data center business is becoming the source of growth.
BlockBeats reported that SanDisk announced 2027 fiscal year first-quarter revenue of approximately 11000000000 USD and announced a 1-for-8 forward stock split. The company expects second-quarter revenue of 12200000000 to 12600000000 USD。
Bloomberg, citing sources familiar with the matter, said that Anthropic was “Customer B,” accounting for approximately SpaceX's third-quarter 34.5%revenue, and has become its largest single customer. Neither party confirmed or responded to the report.