Storage modernization: Supermicro and partners on AI
Supermicro, in collaboration with Hammerspace and Sandisk, is addressing the storage bottlenecks that hinder enterprise AI adoption. The companies are working to modernize storage environments by focusing on performance, flexibility, and efficiency, rather than just capacity. This involves providing software layers for data orchestration, developing high-capacity and efficient QLC SSDs, and adopting industry standards like NVMe over Fabrics to ensure seamless data movement and optimize GPU utilization for AI workloads.
Byline Bancorp (NYSE: BY) director adds 100 shares at $38.30
Byline Bancorp (NYSE: BY) director William G. Kistner reported purchasing 100 shares of common stock at $38.30 per share on August 19, 2026. The transaction was an open market or private purchase, increasing Kistner's indirect holdings through a trust to 14,289 shares, while he also directly holds 1,036 shares. The filing indicates the purchase was not made under a Rule 10b5-1 trading plan.
Banco Santander (NYSE: SAN) completes Webster deal with new shares issued
Banco Santander (NYSE: SAN) has completed its acquisition of Webster Financial Corporation on August 20, 2026. This transaction involved a capital increase through non-cash contributions, resulting in the company's share capital now standing at EUR 7,509,582,970, represented by 15,019,165,940 shares, each with a nominal value of EUR 0.50. The new shares will be admitted for trading on Spanish and other foreign stock exchanges where Banco Santander shares are already listed.
Abacus FCF Advisors LLC Sells 6,237 Shares of Arista Networks, Inc. $ANET
Abacus FCF Advisors LLC has reduced its stake in Arista Networks, Inc. (NYSE:ANET) by 8.2%, selling 6,237 shares during the second quarter. Despite the sale, Arista Networks remains a significant holding for the firm, accounting for 2.2% of its portfolio. The article also highlights positive sentiment for Arista Networks due to accelerating AI infrastructure spending and strong analyst ratings, with the stock currently holding an average "Buy" rating.
William Li, general manager of solution management at Super Micro Computer Inc.; Ka Wai Leung, AI solutions product management at IBM Corp.; and Anders Graham, senior director of SSD marketing and business development at Kioxia Holdings Corp. – Su
This article features an interview with William Li of Super Micro Computer Inc., Ka Wai Leung of IBM Corp., and Anders Graham of Kioxia Holdings Corp. The discussion took place during the Supermicro Open Storage Summit interview series. The interview likely focuses on AI solutions, storage, and related technologies within the enterprise and emerging tech landscape.
How Investors Are Reacting To HP (HPQ) Expanding Device Protection With New Asurion Partnership
HP Inc. has partnered with Asurion to launch HP Care Complete, a subscription-based device protection and tech support service in the U.S. This initiative aims to expand HP's recurring service revenue beyond traditional warranties, covering both HP and non-HP devices. Investors are evaluating whether this move, alongside AI PC developments, can shift HP's business model towards more predictable, service-driven revenue amidst pressures in its core PC and print markets.
iA Global Asset Management Inc. Boosts Stock Position in Starbucks Corporation $SBUX
iA Global Asset Management Inc. significantly increased its stake in Starbucks Corporation (NASDAQ:SBUX) by 78.5% in the second quarter, now holding 244,127 shares valued at $24.9 million. This comes as Starbucks reported better-than-expected quarterly EPS of $0.85, though revenue saw a slight year-over-year decline. Analysts generally maintain a "Hold" rating on the stock, with an average price target of $110.30, and the company recently declared a quarterly dividend of $0.62 per share.
Marvell Technology, Vishay Intertechnology, and Allegro MicroSystems Shares Plummet, What You Need To Know
Marvell Technology, Vishay Intertechnology, and Allegro MicroSystems shares dropped significantly following a 19-year high in the 30-year U.S. Treasury yield and sustained high oil prices. This market reaction is attributed to the increased discount rate affecting future earnings of chip stocks and higher financing costs for data-center infrastructure. Vishay Intertechnology's shares experienced a 10.2% decline, reflecting broad investor concerns despite some positive recent earnings reports.
MSCI Index Drops 2% Amid Semiconductor Sell-Off
The MSCI Asia-Pacific Index dropped 2% on August 18, 2026, driven by a sell-off in U.S. semiconductor stocks, impacting regional markets like South Korea's Kospi and Japan's Topix. Amid this decline, Super Micro Computer Inc (SMCI) is under investor scrutiny, with its Price-to-Sales ratio suggesting undervaluation despite being unprofitable. SMCI holds a strong GF Score of 83/100, reflecting growth and profitability, and shows significant guru interest, though investors are advised to exercise caution due to market volatility.
Neoclouds collaborate to transform AI infrastructure
The rise of AI-first cloud providers, or neoclouds, is transforming enterprise infrastructure by focusing on the unique demands of AI models and agents. Collaborations between hardware companies, data platforms, and neoclouds are crucial for meeting the increasing need for compute power and performance, particularly as AI shifts from training to inference. These partnerships aim to overcome the limitations of traditional architectures by developing purpose-built, efficient, and low-latency infrastructure for AI.
Global X Funds - Global X Artificial Intelligence & Technology ETF (AIQ) News, Articles, Events & Latest Updates
This article compiles recent news and updates related to the Global X Artificial Intelligence & Technology ETF (AIQ), highlighting various developments and opinions in the AI sector. It covers analyst predictions for the S&P 500, warnings about AI bubble risks, the monetization phase of AI, and major moves by companies like IBM and CoreWeave in the AI space. The compilation also includes insights on investing in AI ETFs and the potential for continued growth in AI compute.
Gorilla Technology Rises 3% as AI Infrastructure Momentum Builds: How GRRR Compares With Palantir
Gorilla Technology Group (GRRR) stock rose 3% after Compass Point initiated coverage with a "Buy" rating and a $44 price target, citing potential from its commercial pipeline, including a $2.5 billion Indonesia project. The company's speculative nature and reliance on execution for growth are highlighted, contrasting it with the established profitability of Palantir Technologies (PLTR) and the diversified exposure of the Global X Artificial Intelligence & Technology ETF (AIQ). Gorilla's financing through convertible notes also introduces potential dilution risks for shareholders.
Super Micro Computer Inc. stock underperforms Tuesday when compared to competitors
Shares of Super Micro Computer Inc. (SMCI) fell 2.27% on Tuesday, closing at $37.41, underperforming the broader market. This marked the stock's second consecutive day of losses, as the S&P 500 Index dropped 0.69% and the Dow Jones Industrial Average declined 0.22%.
NANO Nuclear and Quadrant Nuclear Industries Sign Memorandum of Understanding to Advance Domestic HALEU Fuel Supply
NANO Nuclear Energy Inc. and Quadrant Nuclear Industries, Inc. have signed a non-binding Memorandum of Understanding (MoU) to collaborate on the future supply of high-assay low-enriched uranium (HALEU) fuel. This agreement aims to support advanced reactor deployments and strengthen the U.S. nuclear fuel supply chain, addressing a critical bottleneck for advanced nuclear energy. NANO Nuclear, which is developing advanced micro modular reactors, views this MoU as a strategic step in its vertical integration efforts and long-term commercialization strategy, backed by a strong liquidity position and progress in licensing.
Western Digital, Nova, and Penguin Solutions Shares Plummet, What You Need To Know
Shares of Western Digital, Nova, and Penguin Solutions fell due to concerns over rising 30-year U.S. Treasury yields and elevated oil prices, stemming from a lack of a U.S.–Iran deal. These factors increase the discount rate for future earnings and financing costs for data centers, negatively impacting chip stocks. While the market reaction was significant, it's noted that such drops can create buying opportunities for high-quality stocks.
NVT vs. SMCI: Which Data Center Infrastructure Stock is a Better Buy?
The article compares nVent Electric (NVT) and Super Micro Computer (SMCI), both key players in AI data center infrastructure and liquid cooling. While both are set to benefit from data center investment trends, NVT is currently favored due to strong demand, a robust backlog, and a steady earnings outlook, earning it a Zacks Rank #1 (Strong Buy). SMCI, despite its expertise in liquid cooling, faces near-term margin pressure from its exposure to lower-margin GPU systems, placing it at a Zacks Rank #3 (Hold).
Korean Retail Investors "Moving from Seoul to Wall Street": Buying SK Hynix ADRs, Betting on Triple-Leveraged ETFs
Korean retail investors are increasingly shifting their investments from the domestic market to U.S. equities, particularly focusing on AI-themed stocks and highly leveraged products like triple-leveraged ETFs and SK Hynix ADRs, despite premiums and increased volatility. This move, driven by turmoil in the South Korean stock market, signals speculative overheating and a "switching venues without switching bets" strategy that amplifies risk rather than diversifying it. Analysts warn of localized market distortions, though systemic impact on the U.S. market is considered limited due to its institutional dominance.
Analysts Have Conflicting Sentiments on These Technology Companies: Akamai (AKAM), Super Micro Computer (SMCI) and Inuvo (INUV)
This article summarizes recent analyst ratings for three technology companies: Akamai (AKAM), Super Micro Computer (SMCI), and Inuvo (INUV). J.P. Morgan upgraded Akamai to Hold with a $158 price target, while maintaining a Hold rating on Super Micro Computer with a $45 price target. Ladenburg Thalmann & Co. reiterated a Buy rating on Inuvo with a $4 price target.
CoinShares Renames WGMI as 'Bitcoin Mining and Digital Power ETF,' Reflecting the Convergence of Bitcoin Mining and AI Infrastructure
CoinShares has renamed its US-listed WGMI ETF to "Bitcoin Mining and Digital Power ETF" to better reflect the evolving landscape where bitcoin miners are increasingly operating the energy and compute infrastructure needed for AI and high-performance computing. The updated strategy broadens the Fund's investment universe beyond just bitcoin mining to include companies involved in hyperscale data centers, semiconductors for AI, and energy infrastructure. This move recognizes the convergence of bitcoin mining and AI, as miners already possess the necessary infrastructure and power capacity.
Arm Holdings plc Price Today | xARM Live Price, Chart & Market Cap
This page on OKX provides current pricing information for Arm Holdings plc (xARM), noting its present price at $250.29 USD, a 24-hour trading volume of $126.97K, and an all-time high of $290.22 reached on August 13, 2026. The content also offers guides on how to buy xARM, predict its future prices, and track its historical performance, alongside a disclaimer regarding the informational nature of the content and the risks associated with digital asset trading.
Performance Wealth Partners LLC Buys Shares of 20,000 Western Digital Corporation $WDC
Performance Wealth Partners LLC initiated a position in Western Digital Corporation (NASDAQ:WDC) by purchasing 20,000 shares valued at approximately $71,000. Institutional investors own 92.51% of the company, which recently reported strong quarterly earnings, beating estimates with $3.56 EPS and 43.8% year-over-year revenue growth. Despite a "Moderate Buy" consensus rating and an average target price of $534.56, insiders have recently sold shares.
RoboStrategy, Inc. Price Today | xBOT Live Price, Chart & Market Cap
This article provides current pricing and performance data for RoboStrategy, Inc. (xBOT) on the OKX exchange. It details the current price of $30.81, its all-time high, and offers resources for users to buy, sell, and track xBOT. The content also includes educational guides and a frequently asked questions section regarding xBOT investments.
Arc'teryx Parent Amer Sports Sees Record Options Volume and Bullish Call Flow Ahead of Earnings | Options Income Daily
Amer Sports (AS.US), parent company of Arc'teryx and Salomon, is showing record options volume and bullish call flow ahead of its Q2 earnings report on Tuesday. Analysts expect strong revenue and EPS growth, with J.P. Morgan raising price targets to $64. The article also highlights daily income opportunities through cash-secured puts and covered calls for various stocks, including Oracle, Intel, Super Micro Computer, Baidu, Nebius, Dell Technologies, Amer Sports, and Nokia.
Super Micro Computer Inc. stock underperforms Monday when compared to competitors
Super Micro Computer Inc. (SMCI) stock fell 3.92% to $38.28 on Monday, ending a six-day winning streak. This underperformance occurred during a generally negative trading session, with the S&P 500 Index and Dow Jones Industrial Average also experiencing declines of 0.52% and 0.51% respectively.
ServiceNow, Inc. Price Today | XNOW Live Price, Chart & Market Cap
This article from OKX provides a real-time price overview for ServiceNow, Inc. (XNOW), stating its current price at $117.57 USD. It highlights that trading of this cryptocurrency is not currently supported on OKX but encourages users to continue trading other listed cryptocurrencies. The page also includes general information on crypto trading, FAQs about investing in ServiceNow, Inc., and disclaimers regarding financial advice.
Advanced Micro Devices (AMD) Unveils Instinct Coder For Private Enterprise AI
Advanced Micro Devices (AMD) has launched Instinct Coder, a new turnkey enterprise AI inference solution developed in partnership with Spectro Cloud and Supermicro. This platform is designed for hybrid and private AI deployments, leveraging AMD's MI series accelerators. The move signifies AMD's strategic shift to offer full enterprise AI inference stacks beyond just accelerators, funded in part by recent bond issues totaling US$4.7 billion.
Super Micro Computer Pulls Back 4%, Dell Falls 3% as DDR5 Patent Fight Hits AI Server Makers
Super Micro Computer and Dell Technologies experienced stock drops of 4% and 3% respectively after Netlist filed an ITC complaint concerning DDR5 memory module patents, directly impacting AI server manufacturers. Despite this, Super Micro's stock is still up 28% for the week, driven by significant new orders and strong fiscal guidance. Meanwhile, Micron Technology, also named in the complaint, saw its stock rally, suggesting a sector rotation within AI hardware rather than a decline in AI demand.
Stock Forecast – Tesla, Microsoft, and Super Micro Eye Pullbacks for Dip-Buying Setups
This article analyzes the pre-market trading for Tesla, Microsoft, and Super Micro Computer, noting that all three stocks appear overextended and are showing signs of potential pullbacks. While not advocating for shorting, the author suggests that these pullbacks could create attractive dip-buying opportunities for investors. Key factors like resistance levels, dividend dates, and recent technical indicators are discussed for each company.
Eastern Bankshares stock hits all-time high at 23.76 USD
Eastern Bankshares Inc. (EBC) stock reached an all-time high of $23.76, demonstrating robust growth with a 54.2% total return over the past year and a 30% year-to-date gain. InvestingPro analysis suggests the stock is undervalued, highlighting a dividend raise for five consecutive years with a 2.54% yield and a P/E ratio of 13.51. The company recently surpassed Wall Street's second-quarter operating earnings expectations, reporting $0.49 per share on revenues of $309.5 million.
Wedbush initiates Immunic stock with Outperform rating
Wedbush initiated coverage on Immunic Inc. (NASDAQ:IMUX) with an Outperform rating and a $45.00 price target, noting the stock's strong momentum and year-to-date return of approximately 201%. The biopharmaceutical company is developing immune modulators, with its lead program, vidofludimus calcium (IMU-838), in Phase 3 development for relapsing multiple sclerosis, showing promising results. Immunic also recently appointed Erik Lundgren as CEO, indicating a potential shift towards commercial-stage operations, which has also led to other firms like Stifel and Wolfe Research maintaining Buy or Outperform ratings.
Oppenheimer Asset Management Inc. Buys Shares of 29,022 Vita Coco Company, Inc. $COCO
Oppenheimer Asset Management Inc. has acquired 29,022 shares of Vita Coco Company, Inc. (NASDAQ:COCO) worth approximately $1.92 million. This purchase comes as institutional investors now collectively own 88.49% of the company, following strong quarterly results where Vita Coco beat EPS and revenue estimates. Despite a "Moderate Buy" rating from analysts and an average price target of $77.71, insiders have recently sold a significant amount of shares.
Avior Wealth Management LLC Sells 16,671 Shares of Amazon.com, Inc. $AMZN
Avior Wealth Management LLC decreased its stake in Amazon.com, Inc. (AMZN) by 17.2%, selling 16,671 shares, though institutional ownership remains high at 72.2%. Despite this sale, major investors like Vanguard and State Street have increased their holdings, and analysts maintain a "Moderate Buy" rating with an average price target of $322.56. Amazon also reported strong quarterly earnings, surpassing revenue and EPS expectations.
Applied Digital (APLD) Stock Looks Fully Valued After Its 4.2x Run
Applied Digital (APLD) has seen a 4.2x return over the past three years, with a 121.4% return in the last year, largely driven by interest in AI infrastructure. However, a Simply Wall St analysis suggests the stock is currently overvalued, trading at a P/S ratio of 14.9x against an industry average of 1.6x and a fair ratio model of 11.2x. This valuation implies that much of the future success related to AI infrastructure build-out is already priced in, leaving less margin for error if demand or sentiment shifts.
XAIW ETF Holdings List — AMEX:XAIW
This article lists the holdings of the XAIW ETF as of August 14, 2026. The top holdings include Space Exploration Technologies Corp. (SPCX), NVIDIA Corporation (NVDA), and a significant portion in U.S. Dollar. Other notable holdings are Dell Technologies, Oracle, Super Micro Computer, Taiwan Semiconductor Manufacturing Co., Credo Technology Group, Tesla, and Analog Devices, providing a detailed breakdown of the fund's composition.
Renaissance Technologies LLC Sells 101,446 Shares of Photronics, Inc. $PLAB
Renaissance Technologies LLC significantly reduced its stake in Photronics, Inc. by selling 101,446 shares, bringing their total holdings to 18,302 shares valued at approximately $740,000. This comes as Photronics reported earnings and revenue below analyst expectations and faces a securities lawsuit alleging it overstated demand for its high-end photomask products. Despite these challenges, institutional investors still own a substantial portion of the company, and analysts generally maintain a "Buy" rating with an average price target of $49.33.
AMD, Intel and NVIDIA All Rally as Super Micro’s Blowout Numbers Reignite the AI Trade
AMD, Intel, and NVIDIA saw their stock prices rally after Super Micro Computer Inc. released impressive fiscal fourth-quarter results, including a significant increase in its order book and gross margin. This strong performance by Super Micro, a key player in the AI server supply chain, reinforced investor confidence in the continued demand for AI infrastructure, benefiting chipmakers across various aspects of the AI ecosystem. The rally suggests the AI investment cycle remains intact, though future performance hinges on upcoming reports from major players like NVIDIA.
3 Stocks That May Be Trading Below Their Estimated Value By Up To 50%
This article identifies three US stocks—Datadog (DDOG), Super Micro Computer (SMCI), and Glaukos (GKOS)—that appear to be trading significantly below their estimated fair value based on future cash flow analyses. Despite market resilience and projected earnings growth, these companies show potential for investors seeking discounted opportunities, with Glaukos estimated to be undervalued by as much as 50%. The report provides an overview of each company's operations, financial performance, and estimated discount, while acknowledging potential risks like insider selling or legal challenges.
Dell Stock Rally Pauses, But Supermicro, Lenovo Earnings Point to Upside
Dell Technologies' stock surged to a record high before pulling back, but strong earnings reports from competitors Lenovo and Super Micro Computer suggest further upside. Analysts are optimistic about Dell's growth due to the data center boom, despite some concerns about its valuation. The company is expected to release its next earnings report on September 3.
Transocean Share Surge Narrows Gap to Analyst Consensus View
Transocean (NYSE:RIG) shares gained 0.7% on Friday, closing at $5.76, despite underperforming the broader S&P 500 energy sector. The stock's current price is 11.2% below the analyst consensus target of $6.40, indicating a narrowing gap. The company's proposed acquisition of Valaris Ltd. (NYSE:VAL) and recent oil price increases are key factors influencing its valuation and future prospects.
Gilder Gagnon Howe trims Nvidia stake by 129,976 shares
Gilder Gagnon Howe & Co LLC, managed by Travis Knapp Anderson, has reduced its stake in Nvidia Corporation (NVDA) by 129,976 shares. TipRanks' AI Analyst, Spark, rates NVDA as "Outperform" due to strong financials and guidance, despite weak near-term technical momentum and premium valuation. Nvidia's year-to-date price performance is 20.95% with a current market cap of $5423B.
Micron Technology (NASDAQ:MU) Stock Rating Upgraded by New Street Research
New Street Research upgraded Micron Technology (NASDAQ:MU) from "neutral" to "buy" with a $1,250 price target, citing strong AI infrastructure spending and robust demand for high-bandwidth memory. This upgrade aligns with a broader "Buy" consensus from analysts, supported by Micron's recent earnings beat with significant revenue growth. However, insider selling and competition from China's YMTC pose potential risks despite the bullish sentiment.
Acumen Wealth Advisors LLC Purchases 13,159 Shares of Arista Networks, Inc. $ANET
Acumen Wealth Advisors LLC significantly increased its stake in Arista Networks (ANET) by 184.8% in Q2, acquiring 13,159 additional shares, bringing its total holdings to 20,278 shares valued at $3.45 million. This comes as Arista Networks reported strong quarterly earnings, beating analyst estimates with EPS of $1.02 and a 37.7% year-over-year revenue increase to $3.04 billion. The company maintains a "Buy" consensus rating from analysts, despite notable insider sales totaling $806.8 million, conducted mostly under Rule 10b5-1 plans.
Mirova US LLC slashes Nvidia stake by 746,110 shares
Mirova US LLC, managed by Philippe Zaouati, recently reduced its stake in Nvidia Corporation (NVDA) by 746,110 shares. Despite this, TipRanks’ AI Analyst, Spark, rates NVDA as an Outperform due to strong financials, demand visibility, and aggressive shareholder returns, although noting weak near-term technical momentum and a premium valuation. Nvidia's year-to-date price performance is 20.95%, with a current market cap of $5423 billion.
Blackstone Inc. cuts Meta Platforms stake by 13,938 shares
Blackstone Inc. has reduced its stake in Meta Platforms, Inc. by selling 13,938 shares. TipRanks' AI Analyst, Spark, rates Meta Platforms as an "Outperform" due to its strong financial performance and reasonable valuation, despite concerns over technical trend signals and high capital expenditures. Meta's year-to-date price performance is -9.70% with a market cap of $1474.6 billion.
Crosslink Capital trims Micron Technology stake by 31,325 shares
Crosslink Capital Inc., managed by Michael Stark, recently reduced its stake in Micron Technology (MU) by 31,325 shares. TipRanks' AI Analyst, Spark, rates MU as Outperform due to strong financial performance and a bullish earnings outlook, despite some tempered technical momentum and cycle-related risks. Micron Technology has seen a year-to-date price performance of 232.98% and currently has a market capitalization of $1029.2 billion.
Super Micro Computer (SMCI) Hit With DDR5 Patent Cases At ITC And Federal Court
Netlist has filed patent complaints against Super Micro Computer (SMCI) at the U.S. International Trade Commission and in federal court, alleging infringement related to DDR5 memory module technology. These cases, seeking an investigation and damages, are significant because Super Micro Computer plays a crucial role in AI infrastructure hardware, making the DDR5 designs central to its server and storage systems. The litigation introduces legal and supply chain risks for SMCI, potentially affecting product availability and supplier relationships, especially given the rapid timelines of ITC cases.
Super Micro Computer (SMCI) Stock Gets Fair Value Boost After Analysts Lift Targets
Analysts have increased their fair value estimate for Super Micro Computer (SMCI) to US$41.75 from US$37.25 following strong Q4 results, improved order books, and optimistic multi-year revenue guidance. Several firms like Rosenblatt and Raymond James raised price targets, citing margin-driven earnings beats and large disclosed orders, while some, including BofA and Goldman Sachs, express concerns about margin sustainability and potential risks like customer concentration and equity dilution. The updated valuation reflects a 32.91% revenue growth model and improved net profit margin assumptions.
Ghisallo Capital Management LLC Initiates Position in Inflection Point Acquisition Corp VI (IPFX)
Ghisallo Capital Management LLC has initiated a new position in Inflection Point Acquisition Corp VI (IPFX), a special purpose acquisition company (SPAC), with an investment of approximately $6.94 million. The firm purchased 671,007 shares at $10.34 each, representing a 0.27% allocation of its total portfolio. While the stock currently shows a slight paper loss, the move suggests Ghisallo Capital Management's strategic interest in potential merger upside despite the speculative nature and lack of traditional valuation data for pre-merger SPACs.
George Soros's Top Q2 2026 Move: Trimming Amazon.com Inc at a -2.16% Portfolio Impact
George Soros's latest 13F filing for Q2 2026 reveals a significant trimming of his Amazon.com Inc position, impacting his portfolio by -2.16%, though AMZN remains his largest holding. The legendary investor also made substantial new buys, led by Super Micro Computer, and increased stakes in companies like Entergy Corp and Digital Realty Trust. These strategic shifts indicate a focus on technology infrastructure and utilities, alongside rebalancing in mega-cap tech and exiting some less promising ventures.
WhiteFiber, Inc. (WYFI) News, Articles, Events & Latest Updates
This article provides recent news and updates for WhiteFiber, Inc. (WYFI), highlighting their Q2 2026 earnings, cloud expansion initiatives, and partnerships. Key announcements include the NC-1 ramp, exceeding $540 million in cloud contracts, and a new partnership with Krambu for 100MW of high-density GPU infrastructure. WhiteFiber reported $28.8 million in Q2 revenue, surpassing analyst estimates.
