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The Marked Chart Wire · Business
HotAI Infrastructure
Smartbird and Supermicro announced a collaboration to provide dedicated enterprise AI infrastructure. The partnership combines Supermicro's hardware platforms with Smartbird's operational services for single-tenant clusters.
Part of a series: AI infrastructure spending and policy shifts
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AI Infrastructure
TeraWulf obtained credit support from Google to finance $19 billion in lease commitments and signed a construction deal with Fluor. The project involves three buildings in Kentucky with phased completions expected between late 2027 and mid-2028.
Super Micro
Super Micro Computer reported first-quarter adjusted earnings of $1.81 per share, exceeding the $1.23 estimate. The company also guided for full-year sales between $72 billion and $82 billion, above the prior $69.17 billion forecast.
Hertz
Hertz reported Q3 2026 revenue of $2.62 billion, up 6 percent, and adjusted EBITDA of $233 million, up 15 percent. GAAP EPS was $0.20, while adjusted EPS stayed flat at $0.14.
HotApple Bond Sale
The tech giant has initiated a seven-part issuance of high-grade bonds denominated in US dollars.
HotPlanet Fitness
Planet Fitness reported third-quarter revenue of $360 million and lifted its full-year guidance. The company also authorized a new $500 million share repurchase program.
HotCore Scientific
Core Scientific reported third-quarter revenue of $232.9 million, up 187 percent. Colocation sales reached $215.4 million, accounting for 92 percent of total revenue as the firm expands its AI infrastructure.
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