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The emergence of robot dogs has spawned a boom in their use for guarding high-valued assets, which now include data centers that house scarce and high-value components, including GPUs and disk/DRAM ...
I reiterate my Strong Buy rating on TTM Technologies as AI exposure is now materially reflected in revenue, backlog, and earnings growth. My biggest growth drivers are Data Center & Networking and ...
The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory chips. This demand is squeezing consumer device makers, which are having ...