Check out the latest from Data Centre Magazine, featuring our very own Mory Lin's thoughts on how the growth of AI is changing where computing happens. 💬 "As agentic AI adoption accelerates, organisations need edge infrastructure that can deliver real-time inferencing and low-latency performance." Read the Article: #DataCenter# #EdgeComputing# #AI# #Supermicro# @IntelBusiness

Check out John Roy, Ph.D.'s management series, including a recap and transcript of his recent fireside chat with Gorilla Technology Group Chairman & CEO Jay Chandan and CFO Bruce Bower. This conversation can be accessed on demand. The link is accessible in our full report! $GRRR #GorillaTechnology# #ArtificialIntelligence# #AIInfrastructure# #DataCenters# #GPU# #SovereignAI# #CloudComputing# #DigitalTransformation# #SmartCities# #Cybersecurity# #EdgeComputing# #TechInfrastructure# #Semiconductors# #SmallCapStocks# #InvestorInsights# #WaterTowerResearch# @GorillaTechGrp

Supermicro is simplifying Edge AI deployments with validated Kubernetes solutions powered by @RedHat and @EverpureData! By combining Supermicro's edge computing infrastructure with Red Hat OpenShift and the Portworx by Everpure data management platform for AI workloads, organizations can more easily deploy, manage, scale, and secure AI applications across distributed edge environments. Check out the full post by @storagereview:

Watch Supermicro's very own Matthias Huber as he explores Supermicro's latest AI-optimized edge computing solutions powered by @intel technologies. The systems range from compact, fanless systems for industrial applications, short-depth 1U rackmount servers for space-constrained environments, and a mini tower for office environments. Read the press release to dive into this exciting update: #Supermicro# #Intel# #EdgeAI# #Edge#

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $QCOM Qualcomm to Acquire PickNik, Expanding Robotics and Edge AI Capabilities 👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: ➤ 𝗤𝘂𝗮𝗹𝗰𝗼𝗺𝗺 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀 agrees to acquire robotics software company 𝗣𝗶𝗰𝗸𝗡𝗶𝗸. ➤ PickNik stewards 𝗠𝗼𝘃𝗲𝗜𝘁, an open-source robotics manipulation framework. ➤ Qualcomm plans to keep 𝗠𝗼𝘃𝗲𝗜𝘁 open-source under its existing license. ➤ MoveIt will continue supporting 𝘁𝗵𝗶𝗿𝗱-𝗽𝗮𝗿𝘁𝘆 hardware platforms. ➤ Qualcomm plans to integrate MoveIt with 𝗗𝗿𝗮𝗴𝗼𝗻𝘄𝗶𝗻𝗴 robotics platforms. ➤ 𝗠𝗼𝘃𝗲𝗜𝘁 𝗣𝗿𝗼 will also integrate with Qualcomm's robotics ecosystem. ➤ Planned 𝗔𝗿𝗱𝘂𝗶𝗻𝗼 𝗩𝗘𝗡𝗧𝗨𝗡𝗢 𝗤 integration broadens developer access. ➤ Qualcomm intends to continue supporting 𝗦𝗽𝗮𝗰𝗲 𝗥𝗢𝗦 for critical applications. ➤ Acquisition remains subject to customary 𝗰𝗹𝗼𝘀𝗶𝗻𝗴 𝗰𝗼𝗻𝗱𝗶𝘁𝗶𝗼𝗻𝘀. 👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀: ➤ Deepens Qualcomm's exposure to 𝗿𝗼𝗯𝗼𝘁𝗶𝗰𝘀, physical AI, and edge computing. ➤ Combines Qualcomm hardware with established 𝗺𝗼𝘁𝗶𝗼𝗻-𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 software capabilities. ➤ Open-source commitment could preserve MoveIt's broad 𝗿𝗼𝗯𝗼𝘁𝗶𝗰𝘀 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿 ecosystem. ➤ Integration could accelerate advanced robotics development on 𝗗𝗿𝗮𝗴𝗼𝗻𝘄𝗶𝗻𝗴 platforms. 👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀: 𝗡𝗮𝗸𝘂𝗹 𝗗𝘂𝗴𝗴𝗮𝗹, EVP and Group GM at Qualcomm Technologies: "PickNik has earned tremendous trust within the global robotics community through its stewardship of MoveIt and its commitment to open-source innovation. Together, we plan to make it easier for developers to build advanced robotic applications on Dragonwing robotics platforms, while continuing to support the openness and collaboration that have made MoveIt successful." 𝗗𝗮𝘃𝗲 𝗖𝗼𝗹𝗲𝗺𝗮𝗻, Founder and Chief Product Officer of PickNik: The provided source summarizes Coleman's remarks but does not provide his statement as a direct quotation, so it cannot be reproduced verbatim.

One thing showing up across IFA 2026: more AI is being built to run closer to where data is created — on devices and at the edge.🤖 That changes what connectivity infrastructure can do, too.💡 For Roam, it’s one reason we’re continuing to explore AI-ready access points and edge computing — bringing connectivity and local intelligence closer together.✨

The 5 major investment themes I focus on for the next 5 years, and the best positioned stocks. 1. Energy - Grid tech - Power Generation - Storage My top picks: $VIST | $XE | $VST | $CCJ 2. Physical AI - Software - Humanoids - Critical parts - Edge-Computing My top picks: $XPEV | $TSLA | $SYM | $OUST 3. Space - Launches - Space Infrastructure - Operations My top picks: $SPCX | $RKLB | $FLY | $LUNR 4. Defence - Counter Drone - Drones - Target acquisition My top picks: $EOS.AX | $ONDS | $AVEX | $AVAV 5. Software - Workflow Automation - AI-Agents - Business Intelligence - Data analysis My top picks: $PLTR | $TEAM | $NOW | $ZETA

NVIDIA Q2 EARNINGS — KEY POINTS REVENUE: $96.2B VS $92.30B ESTIMATE — STRONG BEAT. ADJUSTED EPS: $2.22. ADJUSTED GROSS MARGIN: 75.0%. DATA CENTER REVENUE: $89.0B VS $85.86B ESTIMATE. COMPUTE & NETWORKING REVENUE: $88.30B VS $84.69B ESTIMATE. HYPERSCALER REVENUE: $48.71B VS $43.55B ESTIMATE. EDGE COMPUTING REVENUE: $7.20B VS $6.61B ESTIMATE. AI CLOUDS, INDUSTRIAL & ENTERPRISE REVENUE: $40.31B. Q3 REVENUE GUIDANCE: $108.0B ±2%. Q3 ADJUSTED GROSS MARGIN GUIDED AT 73.5%–74.5%. Q3 ADJUSTED OPERATING EXPENSES EXPECTED AROUND $9.0B VS $8.97B ESTIMATE. VERA RUBIN IS NOW IN FULL PRODUCTION. JENSEN HUANG: “AI HAS REACHED ITS INFLECTION POINT.” NVIDIA HAS PARTNERED WITH SUPPLIERS TO SECURE CRITICAL COMPONENTS. SUPPLIER COMMITMENTS JUMPED TO $279B FROM $119B Q/Q. THE INCREASE IS PRIMARILY DUE TO MEMORY PROCUREMENT. PORTS-PIKE GPUS COULD REPRESENT $150B–$200B IN REVENUE. PORTS-PIKE INFRASTRUCTURE COULD REPRESENT ~1.5M GPUS. NVIDIA EXPECTS TO REASSIGN SOME DATA CENTER LEASES TO THIRD PARTIES. DATA CENTER LEASE AGREEMENTS HAVE TERMS OF AROUND 15 YEARS. GROSS MARGINS ROSE YEAR-OVER-YEAR, HELPED BY BLACKWELL ULTRA. NET GAINS FROM EQUITY SECURITIES: $7.8B.