Core Viewpoint - Hitachi has introduced an 800-volt direct current (800 VDC) power supply simulation integrated with the NVIDIA Omniverse DSX Blueprint, aimed at accelerating the development of gigawatt-scale AI factories [1][4]. Group 1: Technology and Innovation - The 3D simulation model of Hitachi's 800 VDC power and control architecture allows data center developers and utilities to design, simulate, and deploy AI factories more efficiently [2][3]. - The simulation replicates power behavior across the entire electrical chain, from the utility grid to the data center rack, enhancing confidence in the design process [3]. - Hitachi's solution is designed to manage 15 times more power than legacy systems, facilitating greater compute density with lower electricity usage in a smaller footprint [6]. Group 2: Collaboration and Market Demand - The development is part of Hitachi's ongoing collaboration with NVIDIA to create efficient and reliable DC power delivery systems, addressing the rapidly growing electricity demand from AI workloads [4][7]. - The integration of Hitachi's power solution with NVIDIA's Omniverse DSX Blueprint enables developers to model the full electrical chain, which is crucial for the deployment of energy-efficient AI infrastructure [7]. Group 3: Features and Benefits - The design includes predictive management capabilities, allowing for predictive and prescriptive operations and maintenance from the data center to the substation and grid [5]. - The power solution ensures stable and consistent power delivery to 800 VDC racks while maintaining grid compliance across various operating scenarios [5]. - Hitachi's advanced power electronics and digital control algorithms are utilized to analyze and smooth power quality disturbances caused by fluctuating AI workloads [5].

Keysight Launches AI Inference Emulation Platform to Validate and Optimize AI Infrastructure Mar 17, 2026 11:00 AM Eastern Daylight Time Keysight Launches AI Inference Emulation Platform to Validate and Optimize AI Infrastructure Share New platform validates and optimizes AI inference infrastructure at scale using real-world workload emulation; live demonstration at NVIDIA GTC in the NVIDIA DSX Air digital twin environment Keysight AI Inference Builder is an emulation and analytics platform designed to vali ...

Forgent Reports Second Quarter 2026 Results, Accelerating Order Growth and Issues Fiscal 2026 Guidance Share Fiscal Second Quarter 2026 Highlights Full Year Fiscal 2026 Guidance DAYTON, Minn.--(BUSINESS WIRE)--Forgent Power Solutions, Inc. ("Forgent" or the "Company") (NYSE: FPS), a leading designer and manufacturer of electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities, today announced financial results for its fiscal second quarter ended Decemb ...

ab 12 March 2026 Global Research China Equity Strategy A viable diversification option for global investors Recent events have reinforced our A-share preference Since the Iran conflict began, MSCI China has outperformed global indices by 1.4% while the A-shares were more resilient with the CSI 300 broadly flat during this period. We believe this is further evidence that Chinese equities offer a viable diversification option for global investors. Fundamentally, we see some downside protection from the recent ...

March 13, 2026 02:47 PM GMT Investor Presentation | Asia Pacific M Foundation Global Technology 2026 Outlook – A Tale of Two Halves Morgan Stanley & Co. International plc, Seoul Branch+ Ryan Kim Equity Analyst Ryan.G.Kim@morganstanley.com +82 2 399-4939 Morgan Stanley Asia Limited+ | Global Tech Views | Neutral | | --- | --- | | S.Korea Technology | | | US Semiconductor | | | Japan SPE | | | Greater China Semiconductor | | | US Telecom/Networking Equipment | | | Greater China Hardware | | | European Semicon ...

Core Insights - Allegion plc will present its long-term strategy at the 2026 J.P. Morgan Industrials Conference on March 18, 2026 [1] - The company reported $4.1 billion in revenue for the year 2025, indicating strong financial performance [1] Company Overview - Allegion designs and manufactures innovative security and access solutions, with a portfolio that includes brands like CISA®, Interflex®, LCN®, Schlage®, SimonsVoss®, and Von Duprin® [1] - The company's products span residential and commercial locks, door closers, exit devices, steel doors and frames, access control, and workforce productivity systems [1] Recent Developments - Allegion has acquired DCI Hollow Metal on Demand, a manufacturer of custom, quick-ship hollow metal doors and frames, enhancing its offerings in the industrial, commercial, and institutional markets [1] - The company is set to discuss its long-term strategy at the 2026 Barclays Industrial Select Conference on February 19, 2026 [1]

Core Insights - Keysight Technologies has launched the AresONE 1600GE, a 1.6T Ethernet AI workload emulation platform aimed at validating next-generation AI fabrics, which is designed to reduce risk, cost, and development time through real-world AI workload emulation and scalable data-center readiness [1] Group 1: Product Features - The AresONE 1600GE platform integrates physical layer validation, AI workload emulation, and traffic and protocol testing into a single system, enhancing efficiency and reducing network tiers [1] - It supports high-density 1.6T architecture and utilizes Keysight AI Data Center Builder software to emulate large-scale AI compute nodes, allowing for realistic validation of AI fabrics before and after deployment [1] - The platform features four OSFP 1600 ports that support flexible fan-out configurations, enabling link bring-up and large-scale traffic validation in a single scalable system [1] Group 2: Market Context - The AI interconnect market is projected to approach $200 billion by 2030, driven by significant growth in 800G and 1.6T Ethernet technologies [1] - The transition to 1.6T Ethernet is expected to be the largest and fastest cycle in the industry, indicating a substantial market opportunity for companies like Keysight [1] - As AI workloads scale, data centers are experiencing unprecedented speeds and complexities, necessitating advanced validation solutions like the AresONE 1600GE [1]

Core Viewpoint - Hillman Solutions Corp. is hosting its inaugural Investor Day on March 19, 2026, to discuss its market positioning, expansion strategy, and financial outlook [1][2]. Group 1: Event Details - The Investor Day will take place at the Customer Support Center in Cincinnati, starting at 8:30 am Eastern Time [1]. - Presentations will be made by Jon Michael Adinolfi, the President and CEO, along with other executive team members [2]. - The event will feature multiple question-and-answer sessions to engage with attendees [2]. Group 2: Webcast Information - A live webcast of the presentations and accompanying slide materials will be available on the company's investor relations website [3]. - Interested parties can register for the webcast on the website, and a replay will be accessible after the event [3]. Group 3: Company Overview - Hillman Solutions Corp. is a leading provider of hardware-related products and merchandising solutions across North America [4]. - The company is recognized for its customer service and has a competitive advantage through direct-to-store shipping and a dedicated sales team of over 1,200 professionals [4]. - Hillman's product portfolio includes hardware solutions, protective solutions, and robotic and digital solutions, supported by a world-class distribution network [4].

Hewlett Packard Enterprise gave an outlook for revenue in the current quarter that exceeded analysts’ estimates, a sign the company is benefiting from solid demand for hardware that helps customers run AI workloads https://t.co/7aqh27TKUW ...

Core Insights - Keysight Technologies is showcasing solutions that accelerate AI infrastructure development at OFC 2026, emphasizing end-to-end visibility and validation for AI workloads [1] Group 1: Event Details - The demonstration will take place from March 15-19, 2026, at Keysight booth 1300, South Hall Los Angeles Convention Center, Los Angeles, CA [1] Group 2: Key Demonstrations - Keysight will present AI workload emulation for 1.6T scale-out and scale-up Ethernet using KAI Data Center Builder, enabling engineers to design, validate, and optimize high-speed infrastructure [1] - The demonstrations will include: - 224G Interconnect Validation for high-reliability interconnects in AI data centers [1] - Unified electro-optical workflow for correlating electrical and optical measurements [1] - Photonics IC Test to verify integrated circuits at wafer and die levels [1] - 1.6T Optical Tx Validation to optimize AI data centers by reducing test complexity [1] - Coherent Optical Tx Testing for high-capacity AI networking [1] - 448Gbps Optical Research to support future AI applications [1] Group 3: Infrastructure Transformation - Keysight will showcase KAI Data Center Builder and workload emulation solutions for co-optimizing infrastructure and workloads, benchmarking performance, and validating AI-driven data center architectures [1] - The platform will validate high-density interconnects at line rate while supporting both 112G and 224G SerDes, facilitating the deployment of next-generation AI fabrics [1]