Monolithic Power: Enterprise Data Growth Boosted by 35 Points, 800G Optical Growth Appearing
Monolithic Power Systems (MPS) is entering 2026 with solid AI-driven momentum in its Enterprise Data segment, recording growth of 97.7% YoY and 12.6% QoQ, a third consecutive quarter of double-digit…
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AI compute reshuffle: Micron's record revenue, Qualcomm's Modular acquisition and Dragonfly chip, OpenAI and Broadcom's Jalapeno chip
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Leaked Meta Memo Shows AI Capacity Doubling To 14 Gigawatts
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