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2 results for “data-center capacity”
SPIN Processed News Frame: The Cushion
Cerebras reports Q2 revenue up 74% YoY to $180M and raises its annual revenue and gross margin forecasts; CBRS drops 14%+ after hours (Reuters)
Cerebras reported a 74% year-over-year revenue increase to $180M in Q2 and raised its full-year revenue and gross margin forecasts, citing strong demand for its AI chips from data-center expansion efforts — yet its stock dropped over 14% after hours.
Spin 75% Claim Present in Source AI Risk Moderate
Techmeme
Aug 13, 2026
SPIN Processed News Frame: The Stampede
Core Scientific and AMD announce a deal under which AMD will secure 500+ MW of US data center capacity starting in 2027, with the ability to scale up to 2.5 GW (Naga Avan-Nomayo/The Block)
AMD has secured a long-term agreement with Core Scientific for up to 2.5 GW of US-based data center capacity, beginning with 500+ MW in 2027, to support its AI infrastructure ambitions.
Spin 65% Claim Present in Source AI Risk Moderate
Techmeme
Jul 28, 2026