Data-centre builders and operators across the US are working with bankers to sell majority equity stakes worth tens of billions of dollars in their companies this summer, according WSJ citing people familiar with the matter
Newsquawk Staff ·
Data-centre builders and operators across the US are working with bankers to sell majority equity stakes worth tens of billions of dollars in their companies this summer, according WSJ citing people familiar with the matter.
Sources
- [EARNINGS CALL] Tesla (TSLA) CEO Elon Musk says the company will increase production to meet demand; company is aiming to produce approximately 5mln vehicles annually by 2030
- [EARNINGS CALL] Meta (META) expects new AI businesses to generate incremental revenue from 2027 through subscriptions, transactions, advertising and enterprise offerings, with meaningful growth potential over time
- [EARNINGS CALL] IBM (IBM) says Q3 revenue growth accelerated to 6%, above the base case outlined in July, with acceleration across segments, while management expressed confidence in its balance-of-year outlook, supported by strong profitability and FCF
- [EARNINGS CALL] Lam Research (LRCX) says its preliminary CY27 wafer fabrication equipment outlook exceeds USD 200bln (exp. CY26 USD 150bln), driven by DRAM, NAND and foundry/logic demand
- [EARNINGS CALL] Meta (META) CFO expects compute efficiency to improve tenfold over the next year
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