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Celestica Posts Blowout Q2 and Raises 2026 Targets as AI Rack Demand Outpaces Supply

Hyperscale AI orders driven by partnerships with OpenAI, Broadcom and AMD are creating growth that outstrips available materials.

Supermicro Executes $7 Billion Equity Raise to Fund $39 Billion AI Server Backlog

CoreWeave Founders Have Sold $2.3 Billion of Stock as Shares Rally

Supermicro Unveils AMD Helios and Arm AGI Rack Systems at Computex

Microsoft Secures Norway AI Data Center Capacity After OpenAI Pullback

Lumentum Confirms Nvidia as Customer for New North Carolina Laser Plant as Shares Whipsaw

AMD’s AI Systems Push Draws New Skepticism as Analyst Starts Coverage at Neutral

Meta Breaks Ground on $10 Billion, 1GW Indiana Data Center to Power AI

Super Micro Surges After Raising FY26 Sales Target to $40 Billion on AI Server Boom

CoreWeave Stock Whipsaws on Chip-Supply Hopes and Trade Threats

CleanSpark Launches AI Data‑Center Initiative With Veteran Hire and Georgia Expansion