Nvidia's $89B data center quarter: the 9 companies cashing in
The AI buildout is minting fortunes beyond GPUs, and memory, cloud, and cooling suppliers are riding the same wave.

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The AI buildout is minting fortunes beyond GPUs, and memory, cloud, and cooling suppliers are riding the same wave.
The executive created to anchor Xbox's brand 'reset' is gone in a quarter, leaving strategy and leadership questions for CEO Asha Sharma.
Helen Chiang's abrupt exit leaves Xbox's 'reset' without its first COO, just as 3,200 job cuts loom.
The French group's sharp slide is the clearest signal yet that high-end spending is cooling, and the sector's biggest players should take note.
European infrastructure firms are building AI factories on Nvidia's DSX reference design, which the chipmaker says slashes cooling water use to almost zero.
New iPhone Duo preorders won't ship until January 25, 2027, while early buyers get theirs in October. Tim Cook sees supply constraints tightening.
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The 2026 Fortune 500 shows record revenues, profits, and market concentration, with Nvidia crossing $4 trillion in value.