NVIDIA CorporationNVDA
▼ NegativeRegulationrelevance
Data-center community backlash and local permitting opposition put ~12GW of proposed US capacity at risk, a bottleneck for Nvidia's data-center chip demand.
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Artificial Intelligence▼ · 1 stocks
NVIDIA CorporationCloud & Digital Infrastructure▲ · 1 stocks
S&P Global IncSPGI
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Super Micro Posts 78% Fiscal 2026 Revenue Growth, Guides FY27 to $65-$72 Billion
Super Micro Computer reported fiscal 2026 revenues rose 78% year over year to $39.1 billion, with more than $60 billion in new orders booked in the fourth quarter pushing its backlog to record levels entering fiscal 2027. AI solutions accounted for roughly 60% of fourth-quarter fiscal 2026 revenues, while enterprise and channel revenues reached $5.6 billion, or 50% of quarterly sales, and the company expects AI-related solutions to make up more than 80% of revenues based on the current backlog. Supermicro is expanding manufacturing across the United States, Taiwan, Malaysia and the Netherlands, with capacity expected to exceed 6,000 racks per month, including more than 3,000 direct-liquid-cooled racks and support for high-density 250-kilowatt platforms. For fiscal 2027, management guided revenues between $65 billion and $72 billion, with first-quarter revenues projected at $14.5-$15.5 billion. The company is shipping volume systems based on NVIDIA's GB300 NVL72, HGX B300, B200 NVL4 and RTX 6000 Pro platforms while preparing Vera Rubin systems, and with AMD it launched the Helios product line and MI450 Total Solution alongside MI350 and MI355X systems.
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TD SYNNEX Set to Report Q3 Fiscal 2026 Results on Sept. 24
TD SYNNEX is scheduled to report third-quarter fiscal 2026 results on Sept. 24, before market open. The company expects non-GAAP earnings per share between $4.25 and $4.75, against a consensus mark of $4.64 per share, which would represent an increase of 29.6% from the prior-year quarter's reported figure. Revenue for the quarter is expected between $18.2 billion and $19 billion, with the consensus estimate pegged at $18.8 billion, suggesting growth of approximately 20% from the year-ago quarter. TD SYNNEX has beaten the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 21.7%, and the Zacks model predicts another beat this time, with an Earnings ESP of +7.37% and a Zacks Rank #2. Growth is expected to be supported by demand for AI infrastructure, enterprise IT modernization, cloud and cybersecurity, with the Hyve Solutions division remaining a key driver as hyperscalers expand AI and cloud infrastructure deployments.
▼impact 4
Chicago Fed's Goolsbee Warns AI Data Center Boom May Be Fueling Inflation
Chicago Fed president Austan Goolsbee said the AI-related data center buildout may be fueling excess demand and inflation in ways that could compel the Federal Reserve to respond. Speaking in London at an Official Monetary and Financial Institutions event, Goolsbee said he is especially attuned to elevated inflation in service-sector industries and to any evidence that AI data center construction is spilling out of its own lane and raising aggregate output beyond what the economy can absorb. He noted that the negative supply shocks of this decade, including oil, tariffs and commodity prices, have proven more frequent and more sustained than in the past, and that forecasters have spent more than a year pushing back the date when inflation was supposed to peak and start falling. Goolsbee said that if demand overheats, there is no ambiguity about how the Fed needs to respond, implying rates may need to be higher even if the supply shocks from tariffs and the Iran war prove to be one-time events. He added that even if rate hikes do not slow data center development, they may curtail other spending enough to lower demand and inflation, pointing to business investment, construction slash housing, and consumer durables as the channels where that would show up.