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· Post-Market Alpha · by Buzzberg Research
Seagate said most of its nearline supply is contracted through 2028, Hubbell's data-center sales grew more than 80%, SK hynix shares fell about 48% since July while a tracked DDR5 chip's spot price rose 31%, and Google TPUs are coming to Oracle Cloud in 2027.
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Oracle's multi-chip cloud
Posts tracked Oracle adding Google TPUs in 2027, Cerebras and SambaNova inference chips, and a multi-gigawatt Vera Rubin expansion on OCI.
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Market Radar →Seagate says most nearline supply is contracted through 2028
Seagate said the vast majority of its nearline exabyte supply is allocated under long-term supply agreements through calendar 2028, with some cloud customer agreements extending through calendar 2030.
Seagate on demand visibility: "The vast majority of our nearline exabyte supply is now allocated under long-term supply agreements through
Seagate said its strategic planning discussions extend even further.
Source →AMD's MI350X ran nearly on par with B200 across Meta's 10 models, per a paper
According to the paper @damnang2 cites, AI agents converted Nvidia kernels to AMD with a success rate above 80% in about one-tenth of the usual development time, and MI350X reached 101.2% of B200 across Meta's 10 models, faster on four of them.
🚨 AMD is breaking down its software gap with NVIDIA and is set to pull ahead in memory bandwidth too
@damnang2 says MI455X is set to lead Vera Rubin in memory bandwidth by 21% because of Vera Rubin's lower pin speed.
Source →Hubbell's data-center sales grew more than 80% organically
Hubbell's utility backlog rose more than $500 million year to date and substation components grew more than 20%, but control-house capacity expanded more slowly than expected and tariff refunds materially supported reported margins.
$HUBB KEY READ-THROUGHS FROM HUBBELL’S Q3 2026 EARNINGS CALL Hubbell’s results reinforce a durable North American electrical-infrastructure investment cycle, but
TheValueist's positive read-through favors qualified grid-equipment suppliers, electrical balance-of-system vendors and transmission contractors.
Watch Expectations for rapid margin recovery despite persistent cost inflation.
Source →SK hynix shares fell about 48% since July 1 while a tracked DDR5 chip rose 31%
The 16Gb DDR5 spot price @tengyanAI tracks in Tessara rose 31% over the same period, while Q3 revenue forecasts fell about 5% from July and Q4 estimates about 2%.
Since July 1, SK hynix shares have lost nearly half their value, falling roughly 48% by October 27's close.
They read the gap as the market betting the memory boom won't last in 2027-2028 rather than a weak quarter.
Watch SK hynix's Q3 earnings.
Source →Google TPUs will be offered on Oracle Cloud from 2027
Oracle announced Google TPUs will be available through Oracle Cloud Infrastructure in calendar 2027, ramping over a multi-year period, the first time they will be offered on a hyperscale cloud platform outside Google.
Significant step in externalizing the TPU business for $GOOG - $ORCL announces Google TPUs to be available through Oracle Cloud
@SouthernValue95 calls it a significant step in externalizing Google's TPU business.
Watch The multi-year OCI ramp starting in calendar 2027.
Source →