Core Insights - One Stop Systems, Inc. (OSS) will showcase its advanced integrated technologies at the 2025 AUSA Annual Meeting & Exposition, emphasizing low latency and powerful performance for rugged edge computing [1][2][3] Company Overview - OSS is a leading provider of rugged, enterprise-class compute solutions designed for artificial intelligence (AI), machine learning (ML), and sensor processing in challenging environments [1][5] - The company specializes in high-performance servers, storage systems, and embedded platforms that meet the demands of deployed environments [2][6] Product Highlights - At AUSA, OSS will introduce a new portfolio of products that leverage commercial data center advantages, compliant with MOSA and SOSA standards, aiming to set a new benchmark for defense-grade compute solutions [2][3] - OSS products include ruggedized servers, compute accelerators, and storage solutions, which are utilized across various industries, including defense, autonomous trucking, and agriculture [6][7] Strategic Focus - The company aims to bring data center capabilities directly to the battlefield, enhancing mission agility and decision-making for next-generation Army programs [3][5] - OSS solutions address the entire AI workflow, from data acquisition to deep learning and inference, positioning the company as a key player in the rapidly growing edge computing market [7]

Core Insights - Intel shares have surged 71% year-to-date, significantly outperforming the S&P 500 Index, which is up about 12% in 2025 [1][4] - The company is experiencing a resurgence in investor confidence due to a $5 billion investment from Nvidia, which highlights optimism about Intel's AI chip manufacturing capabilities [4][10] Company Overview - Intel is a leading global semiconductor company based in Santa Clara, California, with a market capitalization of approximately $150 billion [2] - The company designs and manufactures central processing units (CPUs) and graphics processing units (GPUs) for data-centric technologies used in PCs, servers, and data centers [2] Recent Developments - Intel's stock price has fluctuated between $17.67 and $36.30 over the past year, currently nearing $36 [1] - The recent spike in Intel's stock is attributed to increased capital investment in AI infrastructure across the tech industry [3] - Intel is developing its foundry business to compete with TSMC and Samsung in advanced chip production [2][3] Financial Performance - In Q2 2025, Intel reported revenue of $12.9 billion, which was flat year-over-year but below expectations [7] - The company incurred a GAAP loss per share of $0.67 due to restructuring and impairment charges, while the non-GAAP loss per share was $0.10 [7] - Management has provided guidance for Q3 revenue between $12.6 billion and $13.6 billion, with a GAAP EPS of $(0.24) and non-GAAP EPS at breakeven [8] Strategic Partnerships - The $5 billion investment from Nvidia is a significant endorsement of Intel's manufacturing capabilities, as Intel will produce x86 chiplets for Nvidia's AI infrastructure [4][10] - This partnership is expected to solidify Intel's role in the future of AI computing [4] Valuation Metrics - Intel's price-to-sales ratio is currently at 284x, and the price-to-cash flow ratio is at 19.36x, indicating elevated investor optimism despite earnings volatility [5] - The company pays a quarterly dividend of $0.125 per share, reflecting a forward yield of 1.49% [6] Cost Management - Intel is aggressively cutting costs, targeting non-GAAP operating costs of $17 billion for 2025 and $16 billion for 2026 [9] - The company has reduced its workforce by 15% and is delaying capital expenditures in certain regions to improve productivity [9] Analyst Outlook - Analysts have a consensus "Hold" rating for Intel, with a price target of $25.43, suggesting a potential upside of about 28% from current levels [12] - The forecast range varies significantly, indicating differing views on Intel's near-term execution and profitability [12]

Core Insights - Blaize Holdings, Inc. (NASDAQ:BZAI) has announced a partnership with Technology Control Company (TCC) to enhance AI infrastructure in Saudi Arabia, aiming to support the country's digital transformation goals [1][2][3] - The collaboration will leverage Blaize's hybrid AI platform and TCC's regional expertise to deliver energy-efficient AI solutions across various industries in the Gulf region, focusing on smart infrastructure and public safety [2][3] - The partnership includes joint training programs and co-development of AI applications to accelerate technology adoption in the region [3] Company Positioning - B. Riley analyst Craig Ellis initiated coverage of Blaize with a Buy rating and a price target of $9, highlighting the company's unique position in the enterprise AI space, which is still in early adoption stages [4] - Blaize designs and builds edge-computing processors and software platforms for diverse markets, including automotive, defense, smart infrastructure, and industrial systems [4]

Core Insights - Graphics processing units (GPUs) account for approximately 50% of data center spending, significantly boosting Nvidia's stock performance in recent years. However, the future trend indicates a shift towards edge computing, which presents a growth opportunity for Advanced Micro Devices (AMD) [1] Group 1: AMD's Position and Strategy - AMD's acquisition of Xilinx in 2022 positions the company as a leader in field programmable gate arrays (FPGAs), which are essential for high-performance, low-latency edge computing applications, including AI PCs, vehicles, and robotics [3] - Despite a 4% year-over-year revenue decline in its embedded segment, AMD's long-term strategy focuses on AI inference, which CEO Lisa Su believes will surpass AI training in market size. FPGAs will facilitate local processing of smaller generative AI models, reducing reliance on cloud servers [4] Group 2: Growth Potential - AMD anticipates a "ChatGPT moment" in edge computing, with its embedded business poised to benefit from the adaptability of FPGAs across various applications, potentially leading to high profit margins. Analysts project AMD's earnings to grow at an annualized rate of 30% in the coming years, indicating substantial investment gains [5]

Core Insights - Maris-Tech Ltd. has launched Peridot Night, an AI-driven edge computing platform aimed at enhancing situational awareness and operational decision-making for military and homeland security applications [1][3][5] - The product will be showcased at AUSA 2025, indicating the company's commitment to engaging with key industry stakeholders [2] Product Features - Peridot Night utilizes Maris' Jupiter-AI edge computing platform, integrating three thermal cameras and one full-HD day camera to provide 90° panoramic video streams [3] - The system offers AI-based threat detection and local recording capabilities, ensuring reliable real-time intelligence in challenging environments [3] - It can be mounted on various platforms, including armored vehicles and unmanned systems, and when used in groups, it provides full 360° situational awareness [4] Strategic Positioning - The launch of Peridot Night positions Maris-Tech higher in the defense technology value chain, addressing a significant market need for advanced situational awareness solutions [5] - The company aims to deliver meaningful benefits to operators globally, reflecting confidence in the product's potential impact [5] Company Overview - Maris-Tech is recognized as a leader in video and AI-based edge computing technology, focusing on intelligent video transmission solutions [5] - The company serves various sectors, including defense, aerospace, intelligence gathering, and homeland security, emphasizing its role in mission-critical applications [5]

Core Viewpoint - Maris-Tech Ltd. is focusing on advancing AI-powered video streaming and edge computing solutions for the defense and homeland security markets despite facing challenges in the first half of 2025 [1][3]. Financial Performance - Revenues for the six months ended June 30, 2025, were $707,021, a significant decrease from $3,410,258 for the same period in 2024, representing a decline of approximately 79.3% [2]. - The net loss for the six months ended June 30, 2025, was $2,388,294, compared to a net income of $131,797 for the same period in 2024, indicating a shift from profitability to a loss [2]. - Total cash and cash equivalents as of June 30, 2025, were $2,769,901, an increase from $2,294,679 as of June 30, 2024, showing a positive cash flow trend despite the losses [2]. Company Overview - Maris-Tech is recognized as a global leader in video and AI-based edge computing technology, specializing in intelligent video transmission solutions that address complex encoding-decoding challenges [4]. - The company offers miniature, lightweight, and low-power products that provide high-performance capabilities, including raw data processing, seamless transfer, advanced image processing, and AI-driven analytics [4]. - Founded by veterans of the Israeli technology sector, Maris-Tech serves leading manufacturers in defense, aerospace, intelligence gathering, homeland security, and communication industries, driving innovation in mission-critical applications [4].

Core Insights - Qualcomm is unveiling its next-generation mobile and PC chips, specifically the Snapdragon 8 Elite Gen 5, which is touted as the fastest and most powerful processor the company has ever produced, setting the pace for innovation in the industry [2][3] Group 1: AI Integration and Future of Mobile - The Snapdragon 8 Elite Gen 5 is designed for the age of AI, emphasizing performance and the role of edge computing, which allows AI capabilities to extend beyond data centers to various devices [3][4] - The future of mobile technology is shifting towards personal AI, which will be integrated into various form factors such as glasses, watches, and earbuds, indicating a broader ecosystem beyond just smartphones [3] - Qualcomm is focusing on a hybrid AI approach, combining on-device AI with cloud-based AI, which necessitates robust connectivity solutions [5][7] Group 2: Competitive Positioning and Connectivity - The introduction of agentic modems will enhance connectivity for not only smartphones but also other devices, positioning Qualcomm favorably against competitors [7][8] - Qualcomm is actively working on next-generation connectivity solutions, including 6G technology, which is expected to provide higher speeds and improved response times, with pre-commercial devices anticipated as early as 2028 [8]

Core Insights - The Zacks Computer-Storage Devices industry faces challenges from escalating trade tensions, macroeconomic turbulence, and intense competition, but benefits from trends like digital transformation, edge computing, and AI workload proliferation [1][2][6] Industry Overview - The industry includes companies that design, develop, manufacture, and market HDDs and SSDs for various devices, with some offering software-defined all-flash solutions and high-performance memory subsystems [3] Trends Influencing Growth - AI is driving demand for high-speed, high-capacity storage solutions, necessitating a shift towards NVMe-based SSDs and object storage for unstructured data [4] - Cloud storage technologies are evolving, with a focus on virtualization and edge computing to manage increasing data complexity and scale [5] Macro Conditions - Trade tensions and inflation are significant concerns, potentially affecting global IT spending, which is projected to reach $5.43 trillion in 2025, a 7.9% increase from 2024 [6] - PC shipments increased by 4.4% year-over-year in Q2 2025, but are expected to plateau in the latter half of the year due to vendor inventory adjustments [7][8] Industry Performance - The Zacks Computer-Storage Devices industry has outperformed the S&P 500 with a 22.7% increase over the past year, compared to the S&P 500's 17.8% gain, but lags behind the broader sector's 28.3% growth [11] Valuation Metrics - The industry is currently trading at a forward 12-month P/E ratio of 21.15X, below the S&P 500's 23.32X and the sector's 28.93X [14] Company Highlights - **Netlist (NLST)**: Experienced a 44% sequential revenue increase to $41.7 million, driven by DDR5 demand, and is pursuing legal actions against Samsung and Micron for patent infringements [20][21] - **Pure Storage (PSTG)**: Expanded its Flash portfolio and reported strong demand for its products, with a Zacks Rank of 3 and a 71.6% stock gain over the past year [25][27] - **NetApp (NTAP)**: Benefiting from demand for all-flash arrays and cloud storage solutions, with Keystone storage-as-a-service revenues growing 80% year-over-year [32][33]

Core Insights - Nokia, Datwyler IT Infra, Intel, and SIPBB have launched a private 5G and AI-powered edge innovation hub in Switzerland to accelerate industrial digitalization [1][9] - The hub aims to drive innovations in efficiency, safety, and sustainability across key industries such as health, mobility, energy, and manufacturing [1][9] Infrastructure and Technology - The hub provides a full-scale deployment environment with private 5G connectivity, including Nokia Digital Automation Cloud (DAC) and MX Industrial Edge (MXIE) [2] - Future-ready applications like Nokia MX Workmate, an OT-compliant Gen AI solution, will be available for connected workers [2] - The infrastructure leverages Intel Xeon Scalable processors and edge AI capabilities for real-world testing [2][5] Industrial Use Cases - The site enables predictive maintenance through real-time analytics, minimizing downtime and material waste [3] - Communication tools such as push-to-talk and video enhance team connectivity without on-site travel [3] - AI-enhanced safety monitoring improves situational awareness and worker safety [3] Economic and Research Impact - SIPBB serves as a hub for researchers, engineers, and investors to collaborate and validate new technologies [4] - The initiative aims to attract global investment and support Swiss economic growth and digital leadership [4] Partnership and Goals - The collaboration between Nokia, SIPBB, and Datwyler focuses on capturing data securely and bringing AI closer for analysis and decision-making [5] - The partnership showcases use cases that lower total cost of operation (TCO) while enabling scalable and sustainable solutions [5] Accessibility for Innovators - The infrastructure platform allows startups and research teams to access advanced technologies without barriers to entry [6] - The initiative supports digital equity by enabling innovators to test solutions without upfront infrastructure costs [7]

This story was originally published on Construction Dive. To receive daily news and insights, subscribe to our free daily Construction Dive newsletter. Dive Brief: As the high-tech and data center markets remain hot for builders, Skanska USA is expanding its advanced technology division, the firm announced Monday. Skanska Advanced Technology will now combine the contractor’s mission-critical infrastructure capabilities — i.e., its data center construction team — with its semiconductor delivery group, acc ...