We track all four from public records: filings, permits, grid queues and company disclosures. Each fact is checked against its source and links to it.
Boyd Thermal makes thermal components, systems and ruggedized solutions for data center, aerospace and other end-markets, and employs more than 6,000 people. It is reported in the Electrical Global segment. Eaton's cash paid for acquisitions was $11,079 million in the first nine months of 2026.
Boyd ThermalEaton Source: Eaton Corp plc 10-Q, filed Nov 3, 2026
Marvell contributes $12.6 billion (FQ3'27 guidance) and Lumentum $5.1 billion (FQ1'27), on a most-recent-quarter annualized basis. Pro forma gross margin is 58% and 53% combine to 57%, and operating margin is 39%.
LumentumMarvell Source: Lumentum Holdings Inc. 8-K, filed Nov 2, 2026
The combined TAM is shown as Marvell $400B plus Lumentum $90B+ for CY30. Sources cited are Marvell's October 6, 2026 Investor Day and Lumentum's March 17, 2026 OFC briefing.
LumentumMarvell Source: Lumentum Holdings Inc. 8-K, filed Nov 2, 2026
The presentation says the combination pairs Marvell's interconnect with Lumentum's lasers and photonics. It cites $1B+ in run-rate synergies, primarily COGS, and expected accretion to Marvell non-GAAP EPS in year one post-close.
LumentumMarvell Source: Lumentum Holdings Inc. 8-K, filed Nov 2, 2026
Installation is planned for early calendar 2027, after the customer completed a benchmark evaluation last quarter. Aehr also cites a $22 million follow-on order from its lead AI processor wafer-level burn-in customer, announced in August 2026.
Aehr Test Systems Source: Aehr Test Systems 8-K, filed Nov 2, 2026
The customer's second AI processor completed qualification on Sonoma, and Aehr received follow-on orders for initial production sampling ahead of an anticipated production ramp in calendar 2027.
Aehr Test Systems Source: Aehr Test Systems 8-K, filed Nov 2, 2026
Bookings were $46.7 million and effective backlog was $109.3 million as of November 1, 2026. Aehr raised its fiscal 2027 revenue outlook to $150 million from a prior range of $130 million to $150 million.
Aehr Test Systems Source: Aehr Test Systems 8-K, filed Nov 2, 2026
The site in Hamre Industrial Park, Sollefteå Municipality has a pending application for a grid connection of up to 100 MW. The purchase price was SEK 60.0 million (approximately US$6.2 million), and the Company intends to develop the site as an AI data center.
Cirenso Group ABVertical Data Inc.Vertical Data Nordic AB Source: Vertical Data Inc. 8-K, filed Nov 2, 2026
The five-year take-or-pay agreement at a fixed rate would represent aggregate contract value of approximately US$1.4 billion if fully performed. It includes a refundable customer downpayment and is subject to the Company securing financing.
NVIDIAVertical Data Inc. Source: Vertical Data Inc. 8-K, filed Nov 2, 2026
The five-year take-or-pay term sheet would serve a sovereign government end customer, with aggregate contract value of approximately US$2.8 billion if fully performed. It is non-binding apart from exclusivity, dispute resolution and governing law, and is subject to definitive agreements, financing, letters of credit and export-control clearances.
NVIDIAVertical Data Inc. Source: Vertical Data Inc. 8-K, filed Nov 2, 2026
A 100 MW Stingray data center for an HPC tenant is expected to commence in 2027. The portfolio also includes seven additional sites expected to be built out for HPC.
Cipher Digital Inc.FluidstackFluidstack USA II Inc. Source: Cipher Digital Inc. 10-Q, filed Nov 2, 2026
The grid-powered site was used for bitcoin mining through February 2026. HPC leasing revenue was $5,852 in the quarter ended September 30, 2026, with no HPC revenue in the prior-year period.
Cipher Digital Inc. Source: Cipher Digital Inc. 10-Q, filed Nov 2, 2026