http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 26 Aug 2026 11:27:28 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/AI/Evercore+ISI+comments+on+Cisco+%28CSCO%29+and+SMCI+partnership/26979278.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $150.00 price target on Cisco (NASDAQ: CSCO).</p><p>The analyst comments "ALL YOU NEED TO KNOW: Cisco announced (link here) it is expanding the Cisco Secure AI Factory with NVIDIA through a partnership with Supermicro. CSCO will offer SMCI liquid- and air-cooled systems and support, providing their customers with access to rack-scale and dense GPU systems. The expectation is the rack-scale architecture will be available for orders beginning in October 2026. The key technologies involved in the Secure AI Factory include Cisco’s AI Networking, Distributed Security and Splunk; SMCI’s NVIDIA NVL72 rack-scale http://www.streetinsider.com/AI/Evercore+ISI+comments+on+Cisco+%28CSCO%29+and+SMCI+partnership/26979278.html Wed, 26 Aug 2026 11:27:28 -0400 CSCO SMCI http://www.streetinsider.com/AI/Evercore+ISI+comments+on+Cisco+%28CSCO%29+and+SMCI+partnership/26979278.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $150.00 price target on Cisco (NASDAQ: CSCO).</p><p>The analyst comments "ALL YOU NEED TO KNOW: Cisco announced (link here) it is expanding the Cisco Secure AI Factory with NVIDIA through a partnership with Supermicro. CSCO will offer SMCI liquid- and air-cooled systems and support, providing their customers with access to rack-scale and dense GPU systems. The expectation is the rack-scale architecture will be available for orders beginning in October 2026. The key technologies involved in the Secure AI Factory include Cisco’s AI Networking, Distributed Security and Splunk; SMCI’s NVIDIA NVL72 rack-scale http://www.streetinsider.com/AI/Evercore+ISI+comments+on+Cisco+%28CSCO%29+and+SMCI+partnership/26979278.html Wed, 26 Aug 2026 11:27:28 -0400 CSCO SMCI http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+comments+on+Cisco+%28CSCO%29+and+SMCI+partnership/26979278.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $150.00 price target on Cisco (NASDAQ: CSCO).</p><p>The analyst comments "ALL YOU NEED TO KNOW: Cisco announced (link here) it is expanding the Cisco Secure AI Factory with NVIDIA through a partnership with Supermicro. CSCO will offer SMCI liquid- and air-cooled systems and support, providing their customers with access to rack-scale and dense GPU systems. The expectation is the rack-scale architecture will be available for orders beginning in October 2026. The key technologies involved in the Secure AI Factory include Cisco’s AI Networking, Distributed Security and Splunk; SMCI’s NVIDIA NVL72 rack-scale http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+comments+on+Cisco+%28CSCO%29+and+SMCI+partnership/26979278.html Wed, 26 Aug 2026 11:27:28 -0400 CSCO SMCI http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+comments+on+Cisco+%28CSCO%29+and+SMCI+partnership/26979278.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $150.00 price target on Cisco (NASDAQ: CSCO).</p><p>The analyst comments "ALL YOU NEED TO KNOW: Cisco announced (link here) it is expanding the Cisco Secure AI Factory with NVIDIA through a partnership with Supermicro. CSCO will offer SMCI liquid- and air-cooled systems and support, providing their customers with access to rack-scale and dense GPU systems. The expectation is the rack-scale architecture will be available for orders beginning in October 2026. The key technologies involved in the Secure AI Factory include Cisco’s AI Networking, Distributed Security and Splunk; SMCI’s NVIDIA NVL72 rack-scale http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+comments+on+Cisco+%28CSCO%29+and+SMCI+partnership/26979278.html Wed, 26 Aug 2026 11:27:28 -0400 CSCO SMCI http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Press+Releases/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html <p>AUSTIN, Texas, Aug. 26, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uUjjvuPWGrqJb1gTFWY6cjXQa-zrQueZOTwt3F144UDRsKlOYg51HuPc33oltm-qQMHbS7-kSeVtjsETenSzjDR8XFmmajzxzTxpnMG3-IxvuBbemHK0Z8jnTm-Zm_zB" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: Artificial intelligence is often framed as a purely digital phenomenon, yet its financial reality is grounded in concrete, copper and steel just as much as code. According to International Data Corporation figures, worldwide spending on AI infrastructure is expected to <a href="https://www.globenewswire.com/Tracker?data=MnpTiIKy0Nqvz7OGcN883EMauyc189gJzOA_tNN1aCYpBJ91pSjL651R5qJXCPSfnfAg1LzobEtzeeh4PulRmA==" rel="nofollow" target="_blank">hit</a> approximately $487 billion in 2026 and climb past $1 trillion by 2029, with a large share of that money flowing toward securing land, power and network connectivity rather than semiconductors alone. AZIO AI Holdings Inc. (NASDAQ: AZIO) (<a href="https://www.globenewswire.com/Tracker?data=sHNqatgS34QK6wUbVcFfNFBTp45YsbTnEbdWxKZvNsvNusAcq1dNUuoNJVVWL4dlf6ExYuv_lxfiamrcMTCMDaoVWa9lNK9yD1DorlDbGnY=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/How+Power+Constraints+Are+Shaping+the+Future+of+AI+Data+Center+Growth/26977712.html Wed, 26 Aug 2026 08:30:00 -0400 AZIO DELL DELL ETN ETN MU MU SMCI SMCI http://www.streetinsider.com/Hot+List/Buy+this+networking+stock%2C+Wolfe+says/26967991.html <p>Wolfe Research reiterated an Outperform rating on a key networking stock in a note Monday after combing through the company’s annual filing, saying the disclosures point to a business expanding rapidly.</p><p>Lumentum Holdings (NASDAQ: LITE) is the stock in question.</p><p>"Lumentum's 10-K revealed increased purchase obligations, expanding manufacturing capacity (and headcount), and an interesting comment about potential M&A," analyst George Notter wrote, adding that the firm continues to like the risk/reward in the shares.</p><p>Headcount was seen as the standout. Lumentum ended the fiscal year with 13,757 full-time employees, up 30% from 10,562 a year earlier. Manufacturing roles accounted for 11,916 of those http://www.streetinsider.com/Hot+List/Buy+this+networking+stock%2C+Wolfe+says/26967991.html Mon, 24 Aug 2026 16:00:00 -0400 LITE SMCI http://www.streetinsider.com/Hot+List/Buy+this+networking+stock%2C+Wolfe+says/26967991.html <p>Wolfe Research reiterated an Outperform rating on a key networking stock in a note Monday after combing through the company’s annual filing, saying the disclosures point to a business expanding rapidly.</p><p>Lumentum Holdings (NASDAQ: LITE) is the stock in question.</p><p>"Lumentum's 10-K revealed increased purchase obligations, expanding manufacturing capacity (and headcount), and an interesting comment about potential M&A," analyst George Notter wrote, adding that the firm continues to like the risk/reward in the shares.</p><p>Headcount was seen as the standout. Lumentum ended the fiscal year with 13,757 full-time employees, up 30% from 10,562 a year earlier. Manufacturing roles accounted for 11,916 of those http://www.streetinsider.com/Hot+List/Buy+this+networking+stock%2C+Wolfe+says/26967991.html Mon, 24 Aug 2026 16:00:00 -0400 LITE SMCI http://www.streetinsider.com/Hot+List+Pro/Buy+this+networking+stock%2C+Wolfe+says/26967991.html <p>Wolfe Research reiterated an Outperform rating on a key networking stock in a note Monday after combing through the company’s annual filing, saying the disclosures point to a business expanding rapidly.</p><p>Lumentum Holdings (NASDAQ: LITE) is the stock in question.</p><p>"Lumentum's 10-K revealed increased purchase obligations, expanding manufacturing capacity (and headcount), and an interesting comment about potential M&A," analyst George Notter wrote, adding that the firm continues to like the risk/reward in the shares.</p><p>Headcount was seen as the standout. Lumentum ended the fiscal year with 13,757 full-time employees, up 30% from 10,562 a year earlier. Manufacturing roles accounted for 11,916 of those http://www.streetinsider.com/Hot+List+Pro/Buy+this+networking+stock%2C+Wolfe+says/26967991.html Mon, 24 Aug 2026 16:00:00 -0400 LITE SMCI