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#ai-infrastructure
Tech industry
fromZDNET
2 days ago

Nvidia wants to own your AI data center from end to end

Nvidia expanded its AI infrastructure portfolio with five rack types, including a new LPX inference rack using Groq technology, positioning itself to control all data center processing.
Tech industry
from24/7 Wall St.
1 week ago

5 AI Stocks That Could Be the Next Nvidia - Before Wall Street Figures It Out

NVIDIA's dominance stems from meeting AI infrastructure needs at critical moments; the next generational winner will likely emerge from companies solving physical infrastructure bottlenecks in AI data centers.
Artificial intelligence
fromTechRepublic
2 weeks ago

Nvidia's Vera Rubin Promises 10x Efficiency as AI Power Demands Surge

Nvidia's Vera Rubin system prioritizes energy efficiency and modularity over raw speed, delivering 10 times more performance per watt than Grace Blackwell to address data center power constraints and scaling challenges.
more#ai-infrastructure
Business intelligence
from24/7 Wall St.
6 days ago

Cramer: Credo Technology still a winner, but Marvell is better

Credo Technology delivers exceptional growth with 201.5% YoY revenue increase and 49.6% operating margins, but insider selling and competitive positioning versus Marvell create investment ranking distinctions.
Tech industry
fromTheregister
1 week ago

Meta reveals custom AI chips it says beat Nvidia

Meta unveiled four custom AI chips (MTIA 300, 400, 450, 500) developed with Broadcom, with some in production and others launching through 2027 to power AI inference and recommendation workloads.
Venture
from24/7 Wall St.
1 week ago

Lumentum Soars After S&P Rebalance Ahead of Vertiv, EchoStar, and Coherent

Four stocks added to the S&P 500 on Friday showed strong gains on their first full trading day Monday, with Lumentum leading at 10.4% despite the broader index declining 0.53%.
Venture
from24/7 Wall St.
1 week ago

Lumentum, Coherent, and Vertiv Added to the S&P 500 As AI Stocks Dominate Rebalancing

Lumentum, Coherent, and Vertiv joined the S&P 500, signaling AI infrastructure has transitioned from speculative to structurally embedded in the economy through forced institutional buying of over $7 trillion in benchmarked assets.
Business intelligence
from24/7 Wall St.
1 week ago

S&P 500 Rebalancing Tonight: Could Vertiv, SoFi, or Lumentum Join the Index?

S&P 500 index changes for Q1 2026 will be announced tonight, with Vertiv leading prediction markets at 71% probability of addition, followed by SoFi at 24.5%, while index additions typically drive significant stock price appreciation.
Miscellaneous
from24/7 Wall St.
2 weeks ago

3 Reasons Applied Optoelectronics (AAOI) Is Up Another 33% Today

Applied Optoelectronics surged 57% Friday and 33% Monday morning due to short squeezes, social media momentum, and strong earnings in the AI infrastructure optical transceiver market.
Science
fromTheregister
3 weeks ago

Orbital datacenters are a pie-in-the-sky idea: Gartner

Orbital datacenters are economically unviable and cannot serve Earth-based computing needs due to prohibitive launch costs, extreme temperature challenges, and lack of maintenance infrastructure.
fromSilicon Canals
8 months ago

Dutch photonic chipmaker EFFECT Photonics raises additional 20.4M to accelerate optical innovation - Silicon Canals

EFFECT Photonics has raised an additional $24M in its Series D financing round, bringing the total raised in the round to $62M. This funding milestone highlights the strong market demand for their optical solutions.
Venture
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