🔥 AI 인프라 핫 테마 분석

S-Class [MSFT] Microsoft secures $130B+ in data center leases to power AI growth

[MSFT] Microsoft is making a $190 billion AI gamble — and investors will soon see if it’s paying off

Wednesday’s earnings report will offer a read on whether Microsoft’s aggressive AI buildout is delivering appropriate returns

[AMD] AMD partners with Core Scientific for 500 MW AI infrastructure deal

S-Class [CLS] Celestica Non-GAAP EPS of $2.54 beats by $0.23, revenue of $4.7B beats by $310M

S-Class [VRT] Vertiv rated Overweight, AAON as Sector Weight by KeyBanc on AI data center spending

S-Class [NBIS] CoreWeave, Nebius initiated with Outperform ratings at Baird

S-Class [NVDA] Wistron shares surge in Taiwan after opening of Texas AI superchip plant to supply Nvidia

Taiwan’s Wistron Corporation opens first U.S. facility in Fort Worth, Texas.