🔔 The Daily Semi-Cap — September 17, 2026 📊 SMH: $560.61 (+2.76%) 📈 Earnings: • No new semiconductor earnings released today. 🔥 Major Developments: • Generac signed a long-term agreement to supply backup generators for Amazon data centers, with about $2.4B of initial deliveries expected in 2027-2028 and potential payments reaching $8B. • Crusoe raised $3.9B in a Series F to expand its AI factories, modular infrastructure, and cloud platform. • CoreWeave launched a $3B convertible-note offering and an at-the-market program for up to 35M shares as it funds a contracted power footprint that has reached roughly 4.2 GW. • Nebius will raise on-demand H100, H200, B200, and B300 GPU rental prices by about 20% on October 1, reinforcing tight AI-compute supply and cloud pricing power.