Themes · ai datacenter
AI & data centers
FollowFollowingUnfollowChips, memory, networking and the hyperscaler buildout — plus the private labs. As of the 2026-10-19 session · marker SMH.
Movers · last 20 sessions
A move is a move in either direction. The base rate is what a random liquid name did over the same 20 sessions; a theme that moves more than the base rate is unusual, not right.
Members · the tape
| Ticker | Sector | Bucket | Mkt cap | Last | 20d | 5d | Notable days (14) | Play fired (last 14d) |
|---|---|---|---|---|---|---|---|---|
| VNET | Internet & Digital Services | Hyperscaler Buildout | $1.1B | $3.94 | -44.7% | -25.9% | 4 | — |
| IREN | Finance Services | Hyperscaler Buildout | $9.2B | $27.62 | -41.8% | -20.1% | 3 | — |
| WYFI | Finance Services | Compute | $447M | $11.69 | -41.4% | -21.2% | 3 | — |
| FRMI | REITs | Hyperscaler Buildout | $1.9B | $3.02 | -41.0% | -7.1% | 2 | — |
| GDS | Internet & Digital Services | Hyperscaler Buildout | $4.5B | $22.50 | -34.3% | -26.0% | 4 | — |
| POET | Semiconductors | Networking/Optical | $855M | $5.60 | -34.3% | -13.2% | — | — |
| APLD | Software | Hyperscaler Buildout | $5.4B | $19.34 | -31.7% | -15.9% | 3 | — |
| AAOI | Semiconductors | Networking/Optical | $6.0B | $77.77 | -30.2% | -21.8% | 1 | — |
| ARM | Semiconductors | Compute | $242B | $228.15 | -29.8% | -9.7% | — | — |
| LWLG | Chemicals | Networking/Optical | $569M | $3.91 | -29.3% | -13.1% | 2 | — |
| CRWV | Software | Hyperscaler Buildout | $32B | $61.25 | -29.2% | -22.7% | 3 | — |
| COHR | Semiconductors | Networking/Optical | $44B | $232.19 | -28.0% | -18.2% | 2 | — |
| NBIS | Internet & Digital Services | Hyperscaler Buildout | $43B | $170.10 | -27.4% | -18.0% | 4 | — |
| UCTT | Semiconductors | Compute | $2.4B | $53.59 | -27.0% | -15.6% | 1 | — |
| BBAI | Software | Compute | $1.0B | $2.13 | -26.8% | -7.0% | 2 | — |
| INTC | Semiconductors | Compute | $462B | $92.00 | -25.7% | -8.2% | — | — |
| CORZ | Finance Services | Hyperscaler Buildout | $4.3B | $13.71 | -25.6% | -7.9% | 5 | — |
| ICHR | Semiconductors | Compute | $1.5B | $44.11 | -23.3% | -19.1% | 3 | — |
| SNDK | Technology Hardware | Memory | $202B | $1,371.75 | -22.7% | -5.7% | — | — |
| SMCI | Technology Hardware | Compute | $19B | $32.20 | -22.3% | -18.7% | — | — |
| UMC | Semiconductors | Compute | $50B | $20.06 | -21.7% | -10.3% | 2 | — |
| DELL | Technology Hardware | Compute | $294B | $456.00 | -21.0% | -20.4% | 1 | — |
| GLW | Mining & Metals | Networking/Optical | $114B | $132.57 | -17.8% | -8.7% | — | — |
| ALAB | Semiconductors | Networking/Optical | $49B | $287.00 | -16.3% | -9.7% | — | — |
| MU | Semiconductors | Memory | $1.02T | $905.26 | -13.3% | -7.2% | 1 | — |
| LITE | Technology Hardware | Networking/Optical | $60B | $834.41 | -13.3% | -14.9% | 2 | — |
| ORCL | Software | Hyperscaler Buildout | $372B | $129.35 | -13.2% | -5.5% | 1 | — |
| AMD | Semiconductors | Compute | $879B | $538.88 | -13.1% | -8.7% | — | — |
| CLS | Technology Hardware | Hyperscaler Buildout | $35B | $301.00 | -12.9% | -12.8% | 2 | — |
| ANET | Technology Hardware | Networking/Optical | $231B | $183.78 | -10.8% | -12.7% | 2 | — |
| LRCX | Industrial Machinery | Compute | $341B | $273.01 | -10.5% | -11.1% | — | — |
| KLAC | Semiconductors | Compute | $218B | $166.60 | -10.4% | -11.7% | — | — |
| FN | Telecom | Networking/Optical | $13B | $362.69 | -10.3% | -20.5% | 1 | — |
| CAMT | Semiconductors | Compute | $6.0B | $131.51 | -10.3% | -10.9% | 3 | — |
| HPE | Technology Hardware | Compute | $74B | $55.95 | -10.1% | -19.8% | — | — |
| CRDO | Semiconductors | Networking/Optical | $32B | $173.02 | -8.4% | -12.1% | — | — |
| MRVL | Semiconductors | Networking/Optical | $208B | $237.89 | -8.4% | -9.0% | 1 | — |
| AVGO | Semiconductors | Compute | $1.59T | $335.96 | -7.8% | -4.9% | 1 | — |
| EQIX | REITs | Compute | $96B | $975.71 | -7.7% | -5.5% | — | — |
| CIEN | Telecom | Networking/Optical | $49B | $344.99 | -7.4% | -14.2% | 1 | — |
| MSFT | Software | Hyperscaler Buildout | $3.95T | $532.60 | +6.2% | -1.6% | — | — |
| TSM | Semiconductors | Compute | $2.18T | $420.88 | -5.7% | -5.2% | 1 | — |
| GFS | Semiconductors | Compute | $25B | $46.18 | -5.7% | -3.8% | 2 | — |
| META | Software | Hyperscaler Buildout | $1.78T | $705.60 | -4.6% | -4.8% | — | — |
| NVDA | Semiconductors | Compute | $5.28T | $217.18 | -4.4% | -3.3% | — | — |
| CSCO | Technology Hardware | Networking/Optical | $421B | $106.65 | -4.3% | -7.6% | 2 | — |
| RMBS | Semiconductors | Memory | $10B | $93.00 | -4.1% | -7.0% | — | — |
| ASML | Semiconductors | Compute | $635B | $1,648.50 | -4.0% | -5.6% | 3 | — |
| MTSI | Semiconductors | Networking/Optical | $20B | $267.79 | -3.9% | -11.9% | 2 | — |
| GOOG | Software | Hyperscaler Buildout | $4.12T | $340.30 | -3.4% | -2.7% | — | — |
| GOOGL | Software | Hyperscaler Buildout | $4.17T | $344.42 | -3.3% | -2.5% | — | — |
| AMZN | Retail | Hyperscaler Buildout | $2.83T | $263.20 | +1.6% | +1.3% | — | — |
| OSS | Technology Hardware | Compute | — | no options data since 2026-09-18 | — | — | ||
| DBRG | Investment Banking | Hyperscaler Buildout | — | no options data since 2026-10-01 | — | — | ||
| TSSI | Internet & Digital Services | Hyperscaler Buildout | — | no options data since 2026-07-23 | — | — | ||
All 55 members shown. 3 members have no options data for this session and are listed without a price. 35 more names carry the label at low classifier confidence and are left off the desk on purpose.
Investors · who is in, who is only talking
115 people bullish, 4 of them positioned; 38 bearish, 0 of them positioned (last 90 days, latest dated view per person).
| Bullish | Stance | Date | Where | Said as |
|---|---|---|---|---|
| Dan Ives | view only | 2026-10-19 | Bloomberg TV (uncut) | Nvda |
| Chris Harvey | view only | 2026-10-19 | Bloomberg TV (uncut) | Secular Ai / Tech Growth |
| Kelly Kowalski | view only | 2026-10-19 | Bloomberg TV (uncut) | Crwv |
| Joe Yang | view only | 2026-10-19 | Bloomberg TV (uncut) | Diversified Ai Equity Basket |
| Don Wilson | view only | 2026-10-19 | Odd Lots | Nvda |
| David Sacks | view only | 2026-10-17 | All-In Podcast | Crwv |
| Jim Bianco | view only | 2026-10-17 | Jim Bianco (newest) | Ai / Mega-Cap Technology |
| Stephanie Link (Hightower) | view only | 2026-10-16 | CNBC (uncut) | Mu |
| Rob Sechan (NewEdge Wealth) | view only | 2026-10-16 | CNBC (uncut) | Quality Large-Cap Ai Theme Tech At ~20X Earnings |
| Michael Sanzaterra | view only | 2026-10-16 | CNBC (uncut) | Nvda |
| Jonathan Krinski | view only | 2026-10-16 | Bloomberg TV (uncut) | Sox |
| Rob Shiffman | view only | 2026-10-16 | Bloomberg TV (uncut) | Crwv |
| Anne Berry | view only | 2026-10-16 | Bloomberg TV (uncut) | Nvda |
| Scott Zelenaker | view only | 2026-10-16 | Bloomberg TV (uncut) | Sox |
| Adam Johnson | positioned | 2026-10-16 | Yahoo Finance | Crwv |
| Andrew Slimmon | view only | 2026-10-16 | Bloomberg The Close | Tsm |
| Ann Berry | view only | 2026-10-16 | Bloomberg Open Interest | Nvda |
| Brad Gerstner | view only | 2026-10-15 | Bg2 Pod | Nvda |
| Jensen Huang | view only | 2026-10-15 | Bg2 Pod | Nvda |
| Melvin Mathew | view only | 2026-10-15 | Fox Making Money (playlist) | Crwv |
| Mehdi Hosseini | view only | 2026-10-15 | Bloomberg The Close | Tsm |
| Beth Kindig | view only | 2026-10-15 | Fox Making Money (playlist) | Hbm |
| Dave Mazza | view only | 2026-10-15 | Fox Making Money (playlist) | Crwv |
| Brad Gershner | view only | 2026-10-15 | CNBC (uncut) | Crwv |
| Malcolm Ethridge (CIC Wealth) | view only | 2026-10-15 | CNBC (uncut) | Ai Software Beneficiaries |
| Savita Subramanian | view only | 2026-10-15 | CNBC (uncut) | Ai Adopters / Cybersecurity |
| Paul Meeks | view only | 2026-10-15 | CNBC (uncut) | Crwv |
| Derek Yan | view only | 2026-10-15 | CNBC (uncut) | Tsm |
| Paul Neeks | view only | 2026-10-15 | CNBC (uncut) | Crwv |
| Sebastian Page | view only | 2026-10-15 | Bloomberg TV (uncut) | Ai / Tech Trade |
| Julie Beal | view only | 2026-10-15 | Bloomberg TV (uncut) | Ai-Beneficiary Companies (Users Of Ai, Not Builders) |
| Robert Shiffman | view only | 2026-10-15 | Bloomberg TV (uncut) | Crwv |
| Kate Moore | view only | 2026-10-14 | Bloomberg TV (uncut) | Technology / Ai Theme |
| Melvin Matthew | view only | 2026-10-14 | Fox Business (uncut) | Crwv |
| Ted Mortensen | view only | 2026-10-14 | Fox Business (uncut) | Mu |
| Jackson Nader | view only | 2026-10-14 | CNBC (uncut) | Orcl |
| Momei Qu | view only | 2026-10-14 | Bloomberg Surveillance | Ai-Enabled Robotics |
| Kevin Cassidy | view only | 2026-10-14 | CNBC (uncut) | Mu |
| Gil Luria | view only | 2026-10-14 | Bloomberg Open Interest | Nvda |
| Sarah Kunst | view only | 2026-10-13 | Bloomberg Surveillance | Tsm |
| Julian Emanuel | view only | 2026-10-13 | Bloomberg TV (uncut) | Technology / Ai Trade |
| Mike Wilson | view only | 2026-10-13 | Bloomberg TV (uncut) | Ai Adopters (Vs Enablers) |
| Sarah Kunz | view only | 2026-10-13 | Bloomberg TV (uncut) | Tsm |
| Keith Lerner | view only | 2026-10-13 | Bloomberg TV (uncut) | Technology Sector / Ai Theme |
| Anni Sen | view only | 2026-10-13 | Fox Making Money (playlist) | Dram |
| Mandeep Singh | view only | 2026-10-12 | Bloomberg TV (uncut) | Nvda |
| Barbara Doran | view only | 2026-10-10 | CNBC (newest, named investor) | Nvda |
| John Armitage | view only | 2026-10-07 | In Good Company | Nvda |
| Nancy Tengler | positioned | 2026-10-06 | Bloomberg Open Interest | Nvda |
| Kyle Reidhead | view only | 2026-10-06 | Fox Making Money (playlist) | Nvda |
| Kevin Simpson (Capital Wealth) | view only | 2026-10-06 | CNBC Halftime Final Trades | Nvda |
| Stuart Kaiser | view only | 2026-10-05 | Bloomberg Open Interest | Ai Power Generation Utilities |
| Maggie Fanari | view only | 2026-10-05 | Bloomberg Surveillance | Anthropic (Pre-Ipo) |
| Mohnish Pabrai | view only | 2026-10-05 | interview | Mu |
| Cathie Wood | view only | 2026-10-02 | Bill Ackman | Ai And Innovation Platform Equities |
| Emmanuel Cau | view only | 2026-10-02 | Bloomberg ETF IQ | Korea And Taiwan Ai / Memory Complex |
| Eva Lee | view only | 2026-10-02 | Bloomberg ETF IQ | Ai Chips, Advanced Packaging, And Optical Components Supply Chain |
| Larry Adam | view only | 2026-10-01 | Fox Claman Countdown | Technology Sector / Ai |
| Jake Silverman | view only | 2026-10-01 | Bloomberg Open Interest | Mu |
| Marc Pinto | view only | 2026-09-30 | Bloomberg The Close | Sox |
| Hendi Susanto | view only | 2026-09-30 | Bloomberg The Close | Mu |
| Erica Brescia | view only | 2026-09-30 | Bloomberg The Close | Mu |
| Tyler Radke | view only | 2026-09-29 | Fox Making Money (playlist) | Orcl |
| Aswath Damodaran | view only | 2026-09-25 | Global Money Talk | Traditional Software Companies (Ai-Disruption Selloff Victims) |
| Lisa Shalett | view only | 2026-09-24 | Bloomberg Surveillance | Tech/Ai Sector |
| Gargi Chaudhuri | view only | 2026-09-23 | Bloomberg Surveillance | Ai Equities |
| Josh Brown (Ritholtz) | view only | 2026-09-22 | CNBC Halftime Committee | Nvda |
| Glen Kacher | view only | 2026-09-22 | The Big Picture (Ritholtz) | Nvda |
| Jay Woods | view only | 2026-09-21 | Tom Lee | Mu |
| Tom Lee (Fundstrat) | view only | 2026-09-18 | The Compound | Nvda |
| Eric Van Nostrand | view only | 2026-09-17 | Bloomberg Open Interest | Indian Ai / Japanese Ai Technology Equities |
| Alice Han | view only | 2026-09-15 | Prof G Pod (Galloway) | Chinese Ai Application Layer Companies |
| Satya Nadella | view only | 2026-09-15 | All-In Podcast | Ai Application And Middleware Layer |
| Unknown | positioned | 2026-09-10 | CNBC Halftime Final Trades | Tempest Ai |
| Omar Aguilar | view only | 2026-09-10 | Bloomberg Surveillance | Cyclicals — Financials, Healthcare (Ai Adoption Basket) |
| Patrick Ceresna (Macro Voices) | view only | 2026-09-10 | Macro Voices | Nvda |
| Stephanie Leung | view only | 2026-09-07 | Bloomberg The Close | Ai Application Layer / Saas Stocks |
| Unknown Panel Member | view only | 2026-09-07 | Fox Barron's Roundtable (playlist) | Nvda |
| Carly Anderson | view only | 2026-09-03 | Macro Voices | Silicon Carbide / Wide Bandgap Semiconductors For Power Management |
| Jason Tyler | view only | 2026-09-03 | Bloomberg The Close | Ai Data Center / Infrastructure Funds |
| Joe Terranova (Virtus) | view only | 2026-09-01 | CNBC Fast Money Final Trade | High Beta Momentum / Semiconductors |
| Sarah Guo | view only | 2026-09-01 | Invest Like the Best | Ai In Drug Discovery / Computational Biology |
| Gavin Baker | view only | 2026-08-31 | a16z | Nvda |
| Lyn Alden | view only | 2026-08-31 | Eurodollar Talk | Semiconductor Stocks |
| Cj Muse | view only | 2026-08-31 | Bloomberg Surveillance | Ai Semiconductor Infrastructure |
| Charles Payne | view only | 2026-08-28 | Fox Making Money | Nvda |
| Finvid Narrator | view only | 2026-08-27 | CNBC Fast Money Final Trade | Nvda |
| Gene Munster | view only | 2026-08-27 | CNBC Fast Money Final Trade | Nvda |
| Christopher Rolland | view only | 2026-08-27 | CNBC Fast Money Final Trade | Nvda |
| Sir Paul Marshall | view only | 2026-08-26 | In Good Company | Us Semiconductor Sector |
| Neil Movva | view only | 2026-08-25 | Invest Like the Best | Nvda |
| Marija Veitmane | view only | 2026-08-25 | Bloomberg Open Interest | Technology Sector (Software, Hardware, Semiconductors) |
| Joanne Feeney | view only | 2026-08-24 | Bloomberg Open Interest | Nvda |
| David Booth | view only | 2026-08-21 | Meb Faber | Broad Market Diversification (Ai Theme) |
| Raoul Pal | view only | 2026-08-20 | Tom Bilyeu | Orcl |
| Ankur Crawford | view only | 2026-08-18 | The Big Picture (Ritholtz) | Nvda |
| Dryen Pence | view only | 2026-08-18 | CNBC Halftime Final Trades | Semiconductor Chips |
| Ed Yardeni | view only | 2026-08-17 | Wealthion | Healthcare — Ai Applications And Demographics |
| Dryden | view only | 2026-08-17 | Tom Lee | Semiconductor Chips |
| Michael Lee | view only | 2026-08-13 | Fox Making Money | Nvda |
| Bryn Talkington (Requisite) | view only | 2026-08-12 | CNBC Halftime Committee | Mu |
| Jim Lebenthal (Cerity) | view only | 2026-08-11 | CNBC Halftime Final Trades | Mu |
| Eric Vishria | view only | 2026-08-11 | Invest Like the Best | Nvda |
| Eric Johnston | view only | 2026-08-10 | Bloomberg Surveillance | Ai Semiconductors / Memory Chips |
| Tyler Neville | view only | 2026-08-07 | Forward Guidance | Ai Data Center Incumbents (Hyperscalers With Existing Grid Access) |
| Michael Batnick | view only | 2026-08-05 | The Compound | Ai Compute / Semiconductor Stocks |
| Lauren Hochfelder | positioned | 2026-07-30 | Capital Allocators | Power And Fiber Infrastructure (Ai Adjacency) |
| David Auerbach | view only | 2026-07-29 | Bloomberg ETF IQ | Data_Center_Reits |
| Sam Altman | view only | 2026-07-28 | Invest Like the Best | Ai Compute Infrastructure |
| Brett Rentmeester | view only | 2026-07-27 | Wealthion | Agentic Ai And Physical Ai Theme (Robotics, Autonomous Vehicles, Drones) |
| Michelle Knudsen | view only | 2026-07-27 | Capital Allocators | Venture Capital (Ai-Focused) |
| Terry Smith | view only | 2026-07-27 | Fundsmith LLP UK | Tsm |
| Cinthia Murphy | view only | 2026-07-27 | Bloomberg ETF IQ | Dram |
| Steve Hou | view only | 2026-07-22 | Forward Guidance | Dram |
| Jason | view only | 2026-07-21 | CNBC Halftime Final Trades | Semiconductors / Ai Infrastructure |
| Bearish | Stance | Date | Where | Said as |
|---|---|---|---|---|
| Angelo Zino | view only | 2026-10-19 | Bloomberg TV (uncut) | Neocloud Companies (Coreweave And Peers) |
| Paul Sweeney | view only | 2026-10-19 | Bloomberg TV (uncut) | Crwv |
| Chris Whalen | view only | 2026-10-17 | Julia La Roche Show | Nvda |
| Lance Roberts | view only | 2026-10-17 | Thoughtful Money (Adam Taggart) | Ai Neoclouds |
| Steve Eisman | view only | 2026-10-16 | The Compound | Orcl |
| Larry Mcdonald | view only | 2026-10-16 | Wealthion | Nvda |
| Jesse Felder | view only | 2026-10-15 | Thoughtful Money (Adam Taggart) | Mu |
| Alex Hassell | view only | 2026-10-15 | CNBC (uncut) | Crwv |
| Ted Morrison | view only | 2026-10-15 | Bloomberg TV (uncut) | Crwv |
| Eva Ados | view only | 2026-10-15 | Bloomberg TV (uncut) | Crwv |
| Cameron Dawson | view only | 2026-10-14 | Bloomberg TV (uncut) | Mu |
| Jeff Degraff | view only | 2026-10-14 | CNBC (uncut) | Dram |
| Ray Dalio | view only | 2026-10-14 | Nicholas Thompson and Principles by Ray Dalio | Ai/Tech Stocks (Broad) |
| Carter Worth | view only | 2026-10-13 | CNBC Fast Money Final Trade | Mu |
| Unknown Jp Morgan Asset Management | view only | 2026-10-12 | A Wealth of Common Sense (Ben Carlson) | Ai-Related Corporate Debt / Off-Balance-Sheet Obligations |
| Nassim Taleb | view only | 2026-10-06 | Bloomberg Television | Ai-Linked Stocks |
| Mike Novogratz | view only | 2026-10-02 | Anthony Scaramucci and 2 more | Anthropic Ipo |
| Paul Kedrosky | view only | 2026-10-02 | Prof G Pod (Galloway) | Anthropic Ipo |
| Luke Kawa | view only | 2026-10-01 | Odd Lots | Orcl |
| Dan Nathan (RiskReversal) | view only | 2026-09-24 | CNBC Fast Money Final Trade | Dram |
| Alex Edmans | view only | 2026-09-23 | The Acquirers Podcast | Ai And Tech Equities (Broad) |
| Jim Chanos | view only | 2026-09-22 | Trinity Student Managed Fund | Nvda |
| Jeffrey Gundlach | view only | 2026-09-16 | Julia La Roche Show | Ai Epicenter Equities |
| Nimrit Kang | view only | 2026-09-15 | Bloomberg The Close | Ai Basket Stocks |
| Felix Jauvin | view only | 2026-09-11 | Forward Guidance | Semiconductor / Ai Trade |
| Justin Bergner | view only | 2026-09-11 | CNBC Fast Money Final Trade | Memory Chip Sector |
| Guy Adami (RiskReversal) | view only | 2026-09-03 | CNBC Fast Money Final Trade | Avgo |
| David Rosenberg | view only | 2026-09-01 | Wealthion | Us Tech / Ai Equities (Short / Avoid) |
| Ed Zitron | view only | 2026-08-28 | The Compound | Nvda |
| Bill Dudley | view only | 2026-08-20 | Bloomberg The Close | Ai Infrastructure Suppliers / Hyperscaler Capex Beneficiaries |
| Joachim Klement | view only | 2026-08-19 | Klement on Investing | Hyperscalers |
| Ben Thompson | view only | 2026-08-18 | Invest Like the Best | Nvda |
| Tom Hayes | view only | 2026-08-18 | Fox Varney & Co | Mu |
| Phil Town | view only | 2026-08-15 | Michael Burry | Nvda |
| Luke Gromen | view only | 2026-08-14 | The Meb Faber Show | Ai Mega-Cap Tech / Large-Cap Ai Infrastructure |
| Andrew Walker | view only | 2026-08-04 | Yet Another Value Podcast | Hbm |
| Ed | view only | 2026-07-24 | Prof G Pod (Galloway) | Orcl |
| Michael Green (Simplify) | view only | 2026-07-24 | Michael Green | Mu |
Our record on this theme
No published pick has landed inside this theme yet.
Entrants · small-cap 8-Ks read into this theme (last 60 days)
| Filed | Ticker | Company | What | Read |
|---|---|---|---|---|
| 2026-10-14 | FRMI | Fermi Inc. | contract | Fermi Inc. disclosed details of its $6.5B, 15-year turnkey data center lease with TensorWave, an AI cloud operator backed by AMD, covering 222 MW of power capacity at Project Matador. “A binding 15-year phase one lease for 222 MW of total power capacity, backed by credit support from AMD $6.5B Phase one contracted revenue over the 15-year initial term ... TensorWave: Fast-growing AI cloud built exclusively on AMD Instinct GPUs” filing
|
| 2026-10-08 | NUAI | New ERA Energy & Digital, Inc. | financing | New Era Energy & Digital secured a $116M letter of credit to backstop its power purchase agreement with Luminant and pivoted its TCDC hyperscale data center strategy from JV development to direct tenant leasing. “The Company has begun pursuing leases with hyperscale tenants for its Texas Critical Data Center project, rather than seeking to develop the TCDC Project through a joint venture with a data center developer.” filing
|
| 2026-10-06 | NVTS | Navitas Semiconductor Corp | m&a | Navitas Semiconductor closed its acquisition of Claros, which makes integrated voltage regulator technology for AI data centers, extending Navitas' power delivery portfolio from the grid to the processor. “Navitas closes Acquisition of Claros, Advancing AI Infrastructure with Grid-to-xPU Power Delivery… providing last step in power delivery to the core” filing
|
| 2026-10-01 | SYNA | SYNAPTICS Inc | m&a | onsemi and Synaptics amend their merger agreement to an all-cash deal at $123/share (~$5.7B), with onsemi explicitly citing AI data center growth and edge-AI capabilities as core strategic rationale. “Synaptics complements growth in our AI data center business, and brings to onsemi its highly profitable human-machine interface, and sensing products businesses” filing
|
| 2026-09-30 | DBRG | DigitalBridge Group, Inc. | m&a | DigitalBridge Group, a digital infrastructure investment manager focused on data centers and related assets, completed its going-private merger at $16 per share. “Merger Sub I merged with and into DigitalBridge...DigitalBridge continued as the surviving corporation in the Company Merger...and, as a result, is now an indirect subsidiary of Parent” filing |
| 2026-09-30 | PRGS | PROGRESS SOFTWARE CORP /MA | m&a | Progress Software closed the acquisition of Domo's AI and data platform business, expanding its AI infrastructure software portfolio while reporting Q3 results with 1% ARR growth to $873 million. “Acquisition of Domo's AI and Data Platform Business Closed...Progress is uniquely positioned to help them drive business outcomes with confidence...continuing to deliver on our Total Growth Strategy” filing
|
| 2026-09-25 | CLSK | CLEANSPARK, INC. | financing | CleanSpark closed a $2.276 billion senior secured note offering to fund construction of its Sandersville, Georgia data center facility. “CSDC Finance intends to use the net proceeds from the offering to (1) finance the remaining cost of the Sandersville Facility, a data center facility located in Sandersville, Georgia” filing
|
| 2026-09-25 | MARA | MARA Holdings, Inc. | capacity | MARA Holdings amended its purchase agreement for a Texas site with 2,000 MW of power capacity earmarked for a data center project, posting a $100M security deposit. “rights under a letter agreement with an electric utility company relating to the provision of 2,000 megawatts of power capacity to the Site...data center project being developed on the Site” filing
|
| 2026-09-22 | PRGS | PROGRESS SOFTWARE CORP /MA | m&a | Progress Software closed its $400M acquisition of Domo's AI and data platform business to expand its AI infrastructure software capabilities for enterprise customers. “Progress completed its acquisition of substantially all the assets of Domo's AI and data platform business...AI-powered data products and AI agents, and data governance and data management” filing
|
| 2026-09-21 | NUAI | New ERA Energy & Digital, Inc. | contract | New Era Energy & Digital secured a 20-year, 207 MW power purchase agreement with Vistra/Luminant to supply Phase 1 of its AI-focused Texas Critical Data Center project. “developing large-scale data centers across energy-rich U.S. markets to support AI training and inference workloads... supply a minimum of 200 MW and up to 207 MW of power for Phase 1 of New Era's Texas Critical Data Center” filing
|
| 2026-09-18 | CLSK | CLEANSPARK, INC. | financing | CleanSpark, already a self-described data center developer, priced $2.276 billion in senior secured notes to fund completion of its Sandersville data center facility. “The Issuer intends to use the net proceeds from the offering (a) to finance the remaining cost of the build out of the data center (the "Sandersville Facility")” filing
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| 2026-09-17 | CLSK | CLEANSPARK, INC. | entering | CleanSpark is raising $2.227 billion in senior secured notes to finance the development of a 175 MW AI data center campus in Sandersville leased to Meta, marking a strategic pivot from bitcoin mining toward AI/HPC infrastructure. “Developing Sandersville, a 175 MW critical IT AI data center campus leased to high-investment-grade global technology company… Controls ~1.8 GW of contracted power across a geographically diverse U.S. portfolio” filing
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| 2026-09-17 | HIVE | HIVE Digital Technologies Ltd. | contract | HIVE Digital's BUZZ HPC subsidiary signed a two-way strategic partnership with applied-AI firm ProCogia to supply dedicated sovereign GPU compute for AI workloads in Canada, the U.S., and Europe. “ProCogia will procure dedicated GPU capacity from BUZZ HPC's Canadian data centers to power ProCogia's own artificial intelligence products and client workloads” filing
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| 2026-09-16 | HIVE | HIVE Digital Technologies Ltd. | capacity | HIVE Digital hired an AI/HPC commercial leader for its BUZZ HPC subsidiary and disclosed it is repurposing Swedish Bitcoin mining infrastructure to GPU/AI compute, with combined daily revenue now exceeding $1M. “HIVE scales its global AI infrastructure platform and advances its dual-engine strategy across AI/HPC and Bitcoin mining...repurposing of existing infrastructure toward higher-value HPC and AI applications” filing
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| 2026-09-08 | RGTI | Rigetti Computing, Inc. | financing | Rigetti Computing secured a $100M CHIPS Act award from the U.S. Department of Commerce to fund superconducting quantum chip R&D across three technical scaling programs. “the Department agreed to provide Rigetti Sub funding in the amount of up to $100 million to accelerate superconducting quantum computing research and development” filing
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| 2026-09-02 | AI | C3.ai, Inc. | update | C3.ai reports routine Q1 FY2027 earnings showing stabilizing revenue and improving bookings as an existing enterprise AI software company. “C3.ai, Inc...the Enterprise AI application software company...Revenue was $52.4 million, on plan. Free cash flow was positive $2.1 million...Bookings increased 73% QoQ.” filing
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| 2026-08-27 | ACMR | ACM Research, Inc. | update | ACM Research reports a routine investor relations update showing 105% YoY order growth in H1 2026 across cleaning, electroplating, and advanced packaging equipment, with AI-driven demand cited as a key growth driver. “Our newly signed orders increased by 105% year-over-year in the first half of 2026 ... As AI technology continues to penetrate a broader range of downstream applications, we believe demand for related equipment will increase accordingly” filing
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| 2026-08-26 | WYFI | WhiteFiber, Inc. | capacity | WhiteFiber files the purchase agreement for real estate acquired by its data center subsidiary Enovum Data Centers Corp., representing physical capacity expansion for its data center business. “Real Estate Purchase and Sale Agreement, dated as of August 16, 2026 ... WhiteFiber, Inc., through its wholly owned subsidiary, Enovum Data Centers Corp., a Canadian corporation” filing |
| 2026-08-26 | PLAB | PHOTRONICS INC | update | Photronics reports routine Q3 FY2026 earnings with record high-end IC photomask revenue share, driven by node migration trends tied to advanced chip manufacturing. “record percentage for our high-end I.C. business at 44% of total I.C. revenue. Our investments in the U.S. and Korea remain on track as we continue to strengthen our position at the high end of the market” filing
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| 2026-08-25 | NVTS | Navitas Semiconductor Corp | m&a | Navitas Semiconductor agreed to acquire Claros for ~$232.8M to add vertical power delivery and integrated voltage regulator technology that completes its grid-to-xPU AI infrastructure power portfolio. “acquire Claros, Inc....a power management solutions company developing vertical power delivery (VPD) and integrated voltage regulator (IVR) technology for next-generation AI data centers” filing
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| 2026-08-21 | WYFI | WhiteFiber, Inc. | financing | WhiteFiber, an existing AI infrastructure and HPC provider, raised $310M in convertible notes to fund data center expansion including GPU server procurement. “a provider of artificial intelligence ("AI") infrastructure and high-performance computing ("HPC") solutions...remainder of the net proceeds primarily for data center expansion...GPU servers to support WhiteFiber’s cloud business” filing
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| 2026-08-20 | ORBS | Eightco Holdings Inc. | update | Eightco Holdings provided a treasury update disclosing ~$389M in total holdings, with the largest position being an indirect $90M stake in OpenAI representing 23% of assets, alongside Worldcoin tokens and crypto. “Eightco has invested approximately $90 million in special purpose vehicles with exposure to equity interests in the parent company of OpenAI, representing approximately 23% of treasury assets” filing
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22 filings shown; 8 more were read and filed here below the confidence floor, so they are not on this table.
An analyst model reads every 8-K from a universe company under $5B and files it under the theme it enters or reports inside, quoting the filing. This says who walked in and what they said; whether entrants outperform is a separate question we have not measured.
Membership is a current classification, not a history: a name that entered the theme last month reads as if it were always here. Entrants come from 8-Ks of universe companies under $5B only. Nothing on this page is a recommendation; the tape says what is unusual, the voices say who is in, the record says how our own picks did, the filings say who walked in.
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