Tiny Nuclear Reactors to Power AI Data Centers: NANO Nuclear Teams Up with Supermicro
NANO Nuclear and Supermicro signed an MOU to explore using small nuclear reactors to power AI data centers. Early stage, no revenue yet.
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Hut 8 Signs $9.8 Billion AI Data Center Lease in Texas – Bitcoin Miner Fully Becomes AI Landlord
Hut 8 signed a $9.8B deal to build a huge AI data center, shifting from Bitcoin mining to powering big tech AI systems.
NVIDIA & Corning Team Up: 3 New U.S. Factories, 3,000 Jobs, and 10× More U.S. Optical Manufacturing Capacity
Corning plans $20B sales by 2026, then aims for up to $40B by 2030, boosted by AI data centers and a new photonics business with NVIDIA.
Uber Beats Wall Street Expectations – Q2 Bookings Forecast Hits Record Highs Despite Middle East Conflict
Uber had strong Q1 2026: more trips, higher revenue, AI growth, and plans for robotaxis. Stock rose after upbeat forecast.
Disney Beats Wall Street Expectations as New CEO Signals Faster Growth Ahead
Disney beat expectations: $25.2B revenue, profit up. Streaming and parks grew, ESPN dipped. Strong outlook + $8B buybacks.
AI Networking Leader Arista Beats Revenue and EPS Estimates… Stock Drops Anyway
Arista beat earnings and revenue but stock fell as AI expectations were too high; guidance was only modestly raised.