Data center

Nvidia’s Q2 earnings beat expectations with a 56% revenue surge to $46.74B and EPS of $1.05. Data center revenue, while growing 56% YoY, slightly missed estimates for the second consecutive quarter. Nvidia forecasts $54B in revenue for the next quarter, excluding potential China H20 shipments. CEO Jensen Huang highlighted the immense long-term AI opportunity, projecting infrastructure spending could reach $3-4 trillion by 2030. Analysts maintain a positive outlook, citing solid growth and consistent performance.

Nvidia is set to release its fiscal Q2 earnings, with analysts anticipating $1.01 EPS and $46.02 billion in revenue. Investors are focused on Nvidia’s data center performance, especially demand for Blackwell chips and developments in the Chinese market. Supply constraints for Blackwell racks and the impact of US export controls on H20 sales in China are key concerns. Analysts expect guidance to exclude China, projecting approximately $53 billion in sales for fiscal Q3, a 51% year-over-year increase.

DayOne, a Singapore-based data center developer, invests EUR 1.2 billion in a hyperscale data center campus in Lahti, Finland. The 98,901 square meter facility will have a 128 MW IT load capacity, starting with a 50MW building. Construction begins in Q3 2025, with operations in 2027. DayOne aims for LEED Gold certification, employing air cooling and waste heat integration. The project creates 100 skilled positions and 1,000 construction jobs, underpinned by a Growth Partnership Agreement including a EUR 2.5 million commitment to LUT Universities.

**Summary:**
Hyperscale Data (NYSE: GPUS) achieved 36 consecutive monthly dividend payments for its 13% Series D Preferred Stock ($0.270833 monthly per share). Management reaffirmed commitment to these distributions. The company is strategically pivoting to focus solely on data center operations via subsidiary Sentinum. It will spin off its subsidiary Ault Capital Group (involving lending, AI software, etc.) by December 2025, with Series F holders eligible to exchange shares. Bitcoin mining may continue within Sentinum.

GDS Holdings Limited announced its Annual General Meeting of Shareholders on June 26, 2025, in Shanghai. The company, a key player in China’s data center market, will cover resolutions and details on its website and through SEC/HKEX filings. Shareholders of record as of June 4, 2025, are eligible. ADS holders will receive voting instructions from JPMorgan Chase Bank, N.A.

Broadcom unveiled Tomahawk 6, the world’s first 102.4Tbps data center switch chip. Designed for AI, it doubles existing switch performance, supporting up to 100,000 GPUs and boosting GPU cluster utilization. The chip offers flexible architecture with features such as 100G/200G SerDes interfaces and CPO support. Tomahawk 6 promises to reduce AI training costs, with further energy efficiency improvements planned by the end of 2025.