Data centres
Commented by Armin Schulz on October 23rd, 2026 | 05:39 CEST
The Data Centre Supply Chain: Micron, NU E Power and Super Micro Computer Cover Three Links in the Value Chain
Created and Published on Behalf of NU E Power Corp.
Money in the data centre boom flows along the supply chain. At the OCP Global Summit in San José in mid-October, the focus was on racks, cooling and power supply for artificial intelligence facilities. Behind this lies a simple equation that applies to projects of all sizes. Without memory chips, no accelerator runs; without power, no facility runs; and without finished systems, both remain unused. Companies that securely occupy one of these links have the edge. Today we take a closer look at Micron Technology, NU E Power and Super Micro Computer.
Commented by Carsten Mainitz on October 14th, 2026 | 05:33 CEST
Copper Discoveries, AI Chips and Mobile Communications: Power Metallic, Infineon and Deutsche Telekom After the Pullbacks
Power Metallic Mines, Infineon and Deutsche Telekom come from very different sectors. On the stock market, however, they currently share the same question: do the pullbacks offer buying opportunities? Following its recent resource estimate, Power Metallic is working on an initial economic assessment. Analysts see significant upside potential in the stock. At chipmaker Infineon, expectations for its AI business are rising, and investors are watching for the next results. At the telecommunications group, concerns about new competition from SpaceX are growing. Where are the greatest opportunities?
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