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03.05.26 - 04:42
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Taiwan supplier JPC takes No. 2 spot in Nvidia Vera Rubin power cable certification (Digitimes)
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As artificial intelligence (AI) continues to drive power demands, investment in power-related sectors has become a key focus for component suppliers. Connector and cable supplier JPC Connectivity announced a major breakthrough in its power cable business during its earnings call on April 28, confirming that its ORV3 series of products have completed validation by major cloud service providers (CSP) and Taiwanese ODMs, and have entered the mass production and shipment phases....
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02.05.26 - 16:54
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The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine (24/7 Wall St.)
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Nvidia (NASDAQ:NVDA) led the first wave of AI enthusiasm with its powerful GPUs. Investors piled in as data centers raced to secure chips that could train and run ever-larger models. Yet as AI expands, the opportunity spreads beyond GPUs into unexpected corners of the stack. Memory — long viewed as a cyclical commodity prone to ... The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine...
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