Data centres and networking

GPU cloud building its own campuses

Up to 1.2 GW campus under way in Missouri

Operates data centres that link cloud and network providers, and leases whole campuses through xScale.

Revenue of $2.63B in Q2 2026 (quarter to 30 June 2026)

Data centre operator owned by Blackstone, building large hyperscale campuses in the US.

Blackstone bought QTS for about $10B in 2021

Data centre developer with 51 campuses in the US, Latin America and Chile.

About $40B enterprise value (deal closed 21 July 2026)

Supplies switchgear, power distribution and backup power for data centre campuses.

Record revenue of $8.5B in Q2 2026 (quarter to 30 June 2026)

Builds the power lines and substations that connect data centres to the grid, plus data centre electrical work.

Revenue of about $9.6B in Q2 2026 (quarter to 30 June 2026)

Supplies power distribution, cooling and controls for data centre builds.

H1 2026 revenue of EUR 21.2B (six months to June 2026)

Mechanical and electrical contractor that installs heating, cooling and power systems in data centres.

Revenue of about $3.3B in Q2 2026 (quarter to 30 June 2026)

data centre landlord

Record $1.9B of signed rent waiting to start

Electrical and mechanical contractor that builds and fits out data centres and other large buildings.

Revenue of about $5.15B in Q2 2026 (quarter to 30 June 2026)

developer

Raised $4.6B of debt for one 230 MW Nevada campus

Makes cooling, power enclosures and cable systems that go inside data halls.

Sales of $1.47B in Q2 2026 (quarter to 30 June 2026)

power and cooling equipment

Quarterly sales of $3.3B (Q2 2026)

Data centre developer owned by Blue Owl, with campuses in Asia Pacific and the Americas.

Asia operations could sell for more than $30B (Bloomberg, May 2026, not finalised)

Builds and runs large data centre campuses for cloud and AI tenants across several continents.

Exploring an IPO or sale at about $100B (Reuters, Aug 2026, reported)

networking chips and switches

AI chip revenue $16.7B in a quarter, up 221%

Makes optical fibre, cable and connectivity products for data centres and telecoms.

Optical Communications sales of $2.07B in Q2 2026 (quarter to 30 June 2026)

Makes switches, routers and AI networking systems sold to cloud providers and enterprises.

About $4B of AI infrastructure revenue in fiscal 2026 (year to July 2026)

lasers and optical parts

Revenue up 90%. Nvidia invested $2B (Mar 2026)

Makes custom AI chips for large clouds, plus data centre connectivity chips.

$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%

Makes copper and optical connectors that link servers, switches and racks in data centres.

Sales of $8.76B in Q2 2026 (quarter to 30 June 2026)

switches for AI clusters

Revenue of $3.04B in Q2 2026 (quarter to 30 June 2026)

Makes chips and switches that connect AI accelerators inside a server rack.

Revenue of $392.4M in Q2 2026 (quarter to 30 June 2026)

Makes optical networking gear that links data centres and carries traffic between them.

Revenue of $1.67B in fiscal Q3 2026 (quarter to 1 August 2026)

Makes optical transceivers and lasers that connect AI data centres, plus industrial lasers.

Datacenter and Communications revenue of $1.62B in fiscal Q4 2026 (quarter to 30 June 2026)

high-speed cables and connection chips

$1.3B annual revenue