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]

Key Points Advanced Micro Devices is the leader in programmable chips designed for edge devices. AI running on edge devices could unlock a monster growth opportunity for the company's embedded chip business. 10 stocks we like better than Advanced Micro Devices › Graphics processing units (GPUs) are estimated to comprise about half of data center spending. This has propelled the stock of Nvidia to the moon over the past few years. But over the long term, more AI tasks will be processed directly on d ...

Ruggedized, AI-Driven Edge Computing Platform for Military and Homeland Security Applications Rehovot, Israel, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Maris-Tech Ltd. (Nasdaq: MTEK, MTEKW) (“Maris-Tech” or the “Company”), a global leader in video and artificial intelligence (“AI”) – based edge computing technology, today announced the launch of Peridot Night, a situational awareness and terrain dominance solution designed to enhance visibility, safety, and operational decision-making across ground, aerial, and m ...

The company continues to advance AI-powered video streaming and edge computing solutions for the defense and HLS markets Rehovot, Israel , Sept. 26, 2025 (GLOBE NEWSWIRE) -- Maris-Tech Ltd. (Nasdaq: MTEK, MTEKW) (“Maris-Tech” or the “Company”), a global leader in video and artificial intelligence (“AI”) – based edge computing technology, today announced its financial results for the six months ended June 30, 2025. Revenues for the six-months ended June 30, 2025, were $707,021, compared to $3,410,258 for the ...

Qualcomm making news right now about its next generation mobile and PC chips. Joining us from the annual Snapdragon Summit in Hawaii in a first on CNBC interview is Qualcomm CEO Cristiano Aman. Cristiano, aloha.Uh Qualcomm supplies the chips for flagship smartphones that don't carry Apple's logo pretty much everywhere now. So tell tell us what's enabled here with Snapdragon 8 uh Elite Gen 5. How will it play with Agentic AI.>> Very good. Look, uh, great talking to you. I think we're missing you here.This ha ...

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]

Press Release Nokia, Datwyler IT Infra, Intel, and SIPBB launch private 5G and AI-powered edge innovation hub in Switzerland Industrial testbed at the Switzerland Innovation Park Biel/Bienne enables startups and nonprofits to trial real-time AI and private 5G solutions without incurring infrastructure costs.New hub will drive innovation in energy, mobility, health, and manufacturing through predictive analytics, Gen AI assistants, and secure edge connectivity. 17 September 2025 Espoo, Finland — Nokia, toge ...

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 ...

Core Insights - Skanska has announced a strategic realignment of its Skanska Advanced Technology (SAT) division, integrating its infrastructure capabilities with its semiconductor delivery group to better meet rising demand in both sectors [1][2][10] Company Overview - Skanska is a leading global development and construction firm with over 135 years of experience, generating global revenue of $16.8 billion in 2024 [11] - The U.S. construction sector contributed $8.2 billion in revenue, while net investments in commercial projects totaled $224 million in 2024 [11] Division Expansion - The expanded SAT division serves as a centralized hub for operational oversight, ensuring consistent execution and a single point of contact for advanced technology customers nationwide [2][3] - SAT leverages over 30 years of experience and has completed over 240 projects with leading global companies in the data center and semiconductor sectors [3] Leadership - SAT is led by Anita Nelson and Katie Coulson, both seasoned professionals with extensive experience in the construction industry [4][8] Market Trends - The U.S. data center construction market is projected to grow at a CAGR of 10.2% from 2025 to 2030, while semiconductor cleanroom construction is expected to grow at a CAGR of over 3.86% from 2025 to 2034 [5] - There is a shift towards modular and prefabricated construction methods, which enable faster deployment and tighter cost control [6] Sustainability and Innovation - The industry is increasingly adopting low-carbon materials and smart building technologies to enhance operational efficiency and meet sustainability goals [7][9] - SAT aims to lead in the evolving landscape of data center and high-tech manufacturing construction by focusing on modularity, sustainability, and AI-ready infrastructure [10]

Core Insights - The article highlights that artificial intelligence (AI) is a significant driver of economic growth in the 21st century, with many companies involved in AI potentially undervalued on Wall Street [1][2]. Company Analysis Palantir Technologies - Palantir Technologies has over 800 clients leveraging its AI platforms to enhance business operations, indicating strong market demand [4][5]. - The company reported a 48% year-over-year revenue growth in Q2, with a net income margin of 33% and an adjusted free cash flow margin of 57%, showcasing its profitability [6]. - Palantir's high pricing strategy, exemplified by a $10 billion contract with the U.S. Army, reflects the substantial cost savings it provides to clients [7]. - The CEO aims for a 10x revenue growth, potentially reaching over $40 billion in annual revenue, which could lead to a market cap of $1 trillion based on current margins and growth multiples [8]. Advanced Micro Devices (AMD) - AMD is positioned as the second-leading supplier of graphics processing units (GPUs), crucial for AI advancements, with a current market cap of $250 billion [9]. - The company is targeting the edge computing market, projected to be worth $327 billion by 2033, by offering high-performance and energy-efficient chips [10]. - Despite a 14% year-over-year growth in Q2 data center revenue, management anticipates stronger demand with the launch of new GPU series [11]. - AMD's partnerships for AI infrastructure development and its global collaborations indicate its strategic positioning in the AI market [12]. - Analysts project an annualized earnings growth rate of 30% for AMD, suggesting the stock could potentially triple in five years, making it a candidate for reaching a $1 trillion market cap [13].