DanielRomero

$MU has completed the acquisition of PSMC’s Tongluo P5 site in Taiwan for $1.8B in cash
The site adds about 300,000 square feet of existing 300mm cleanroom space and will support Micron’s expansion of leading-edge DRAM and HBM production to meet rising AI demand
Micron expects the facility to support meaningful product shipments in fiscal 2028
A second expansion phase is also planned, with construction set to begin by the end of fiscal 2026, adding roughly 270,000 square feet of additional cleanroom space

$AMD and Celestica Announce Collaboration to Advance the Next Era of AI with Helios Rack-Scale AI Platform
Celestica will undertake the R&D, design, and manufacturing of scale-up networking switches in the $AMD Helios rack-scale AI architecture, based on the Open Compute Project OCP, Open-Rack-Wide ORW form factor
The scale-up switches will utilize advanced networking silicon to enable the high-speed interconnect of the next-generation AMD Instinct MI450 Series GPUs, enabling leading-edge computing, optimized for large-scale AI clusters.
Consistent with the open standards-based design of the

$NBIS deal with $META is 40% larger than their deal with $MSFT
Just to put things into context

🚨 JUST IN
$NBIS has signed a new $27 billion deal with $META
Nebius has signed a 5-year agreement with Meta worth up to $27 billion
The deal includes $12 billion of dedicated AI compute capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform, with delivery starting in early 2027
In addition, Meta has committed to purchase up to $15 billion of extra compute capacity across certain upcoming Nebius clusters over the same period. Nebius plans to sell this capacity to third-party AI cloud customers first, with any remaining capacity g

$TEM CEO says interest from OpenAI and Anthropic in its genomics database has recently risen from 1 to 5 out of 10, citing particular interest in longitudinal patient histories at scale

TrendForce projects that co-packaged optics will grow from 0.5% penetration of optical communication modules in AI data centers in 2026 to 35% by 2030
$LITE $COHR $AAOI $CIEN

$LITE is completely sold out through the end of 2027, with current capacity falling 25–30% short of customer demand, according to the CEO

$INTC Executive Warns CPU Shortage Is Hitting “Everyone”, and Price Hikes Are Inbound
Intel’s Global Channel Chief, Dave Guzzi, said via CRN that Intel’s CPU supply constraints are having a broader impact across the supply chain, affecting cloud service providers, OEMs, and system builders
Demand for CPUs has increased sharply, partly because hyperscalers are deploying more CPU-only workloads tied to agentic AI. In Intel’s case, older Xeon chips like Sapphire Rapids remain in strong demand, as many customers view them as a more reliable choice than newer generations
This creates a difficult tr

You could buy $MU at a $70B market cap less than a year ago
Absolutely insane

$AAOI expands its ATM equity offering program, doubling the capacity to $500 million

$PLTR and $NVDA Team to Deliver Sovereign AI Operating System Reference Architecture
Palantir and NVIDIA announced a joint sovereign AI OS reference architecture that provides a turnkey AI data center, covering everything from hardware infrastructure to application deployment
The system combines NVIDIA Blackwell Ultra AI systems and Spectrum-X networking with Palantir’s full software stack, including AIP, Foundry, Apollo, Rubix, and AIP Hub
The goal is to allow governments and enterprises to deploy advanced AI in sovereign, on-premise, edge, or controlled cloud environments, maintaining full c

Photonics stocks in layman's terms
$TSEM = $TSMC
$LITE = $NVDA
$COHR = $AMD
$BESI = $AMAT
$XFAB = $INTC
$AAOI = $MU
$POET = Groq
$ALMU = Cerebras
$AXTI = $SNDK
$CIEN = $CRDO
$SMTC = $ALAB
$SIVE = $LITE Lite

Who can say they're still up this year?

$ORCL will spend $50B in capex in FY2025
$NBIS will spend $20B in capex in FY2026
One year ago, $NBIS was a $5B company
That’s acceleration