NVE Corp

Posted on | by Leon Hinde | Leave a Comment on NVE Corp

NVE

While NVE is a niche semiconductor player rather than a massive chipmaker, it fits into the broader AI infrastructure landscape via:

  1. Next-Gen Memory (MRAM): As AI workloads and edge computing demand faster, more energy-efficient non-volatile memory, MRAM technology is highly regarded for its low power consumption and high endurance.
  2. High-Speed Data Isolation: Their spintronic couplers handle high-speed data transmission with high noise immunity, which is crucial in rugged Industrial IoT (IIoT) applications and server power supplies.

CoreWeave

Posted on | by Leon Hinde | Leave a Comment on CoreWeave

{NAS.CRWV}

Full-Year FY 2026 Guidance: The company has reaffirmed full-year revenue guidance of $12.0 billion to $13.0 billion (with consensus currently sitting at $12.6 billion). This represents an incredible ~146% year-over-year growth rate compared to FY 2025 revenue of $5.13 billion.

    • Management secured over $20 billion of financing this year, with no material debt maturities before 2029 despite elevated leverage.
    • Ten customers have committed at least $1 billion each, while the financial services backlog alone has approached $10 billion.
    • The stock now trades near 3.5x FY2026 revenue despite consensus expecting revenue to nearly double to $25 billion next year.

    Super Micro

    Posted on | by Leon Hinde | Leave a Comment on Super Micro

    Super Micro Computer announced a new collaboration with Everpure and IBM’s Red Hat to launch Kubernetes Edge AI appliances.

    It is intended to simplify edge AI deployments through a package preloaded with software and hardware. Supermicro provides the hardware foundation, Red Hat OpenShift provides the cloud container platform and Everpure’s Portworx supplies the data services.

    Targets a Fast-Growing Market: As enterprises increasingly deploy AI outside traditional data centres, demand for secure, scalable edge infrastructure is expected to grow rapidly. The solution is aimed directly at this expanding market