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powersemiconductors
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Nvidia, Siemens, and $FLNC just dropped reference power architectures for the Vera Rubin N72 platform.
It's a pretty timely move, especially since $FLNC looks like it's closing in on two major hyperscaler deals. That kind of positioning in the AI power stack isn't random.
No wonder the stock popped 36 percent today while $NVDA climbed over 6 percent. These infrastructure plays keep quietly lining up behind the big GPU wave.
$FLNC $NVDA $SI
#AIInfrastructure #PowerSemiconductors #VeraRubin #DataCenterEnergy
It's a pretty timely move, especially since $FLNC looks like it's closing in on two major hyperscaler deals. That kind of positioning in the AI power stack isn't random.
No wonder the stock popped 36 percent today while $NVDA climbed over 6 percent. These infrastructure plays keep quietly lining up behind the big GPU wave.
$FLNC $NVDA $SI
#AIInfrastructure #PowerSemiconductors #VeraRubin #DataCenterEnergy
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