NVIDIA Rubin Wreckage: Modine and Credo

Key Takeaways Vera Rubin supercomputer had some surprises for investors in DC cooling and cables"No cables, no hoses, no fans" sent shares of Modine and Credo into sell modeWhy Credo is positioned for the next-gen optical interconnectivity for AI DCsI was really looking forward to this week's annual CES shindig. I knew Jensen Huang of NVIDIA ((NVDA) would have lots of goodies in his keynote address on Monday.And he did not disappoint as he waxed philosophic about the changes being wrought by Agentic AI and ...