#datacenter

Intel $INTC rose about 20% after reporting adjusted EPS of $0.29 on $13.58B of Q1 revenue, versus LSEG expectations of $0.01 and $12.42B. Data-center revenue rose 22% and second-quarter guidance also topped the Street.

Meta said on February 24, 2026 that it had signed a long-term AI infrastructure agreement with AMD covering up to 6GW of AMD Instinct GPUs. The deal also aligns product roadmaps across chips, systems, and software, signaling a deeper attempt to diversify Meta’s AI compute stack.

NVIDIA announced a multiyear strategic agreement with Lumentum focused on advanced optics for next-generation AI infrastructure. The nonexclusive deal includes a multibillion purchase commitment and capacity access rights for laser components. NVIDIA also said it will invest $2 billion in Lumentum for R&D, future capacity, and U.S.-based manufacturing expansion.

Greg Brockman posted that the first steel beams are now up at the Stargate site in Milam County, Texas. The update also names SoftBank and SB Energy as project partners.

NVIDIA announced on February 17, 2026 that Meta is scaling AI infrastructure using GB300 NVL72 systems, RTX PRO servers, Spectrum-X Ethernet, and Mission Control software. The move extends Meta’s large Hopper footprint into a broader Blackwell-era operations model.

OpenAI and SoftBank Group said they are investing $1 billion in SB Energy, with OpenAI signing a 1.2 GW lease for initial data center buildout. The announcement ties the deal to Stargate and positions SB Energy as both an infrastructure partner and OpenAI customer.

OpenAI announced on January 15, 2026 that it is opening an RFP to expand US AI infrastructure. The company said it is prioritizing near-term 100MW+ capacity with pathways to 1GW+ scale and deeper domestic manufacturing support.

NVIDIA announced the Rubin platform at CES 2026 in January. Comprising six new chips, the Vera Rubin superchip delivers 5x improved inference performance over GB200. Major AI companies including OpenAI, Meta, and Microsoft plan to adopt it.