$MX has been sitting in my notes for a while. NVIDIA just said it directly: "As

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$MX has been sitting in my notes for a while. NVIDIA just said it directly: "As

· @KawzInvests

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$MX has been sitting in my notes for a while. NVIDIA just said it directly: "As data centers transform into AI factories, the legacy 54 V standard has become a bottleneck." Their 800 VDC partner list includes $ON, $STM, $TXN, Infineon, Rohm. All multi-billion cap. All

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DateTypeEvent
Jun 16 ScanMonster Scan Jun 20 ScanMonster Scan Jun 25 ScanMonster Scan May 29 ScanMonster Scan May 19 SourceRS in Semi Land ~ $ALAB $MXL $CRDO $HIMX $MRVL $ARM $INTC $TXN $AOSL $STM Jun 16 ScanNVDA Ecosystem Scan May 1 ArticlePicks-and-Shovels: Power Semis & AI Data-Center Power Delivery Jun 26 ScanMonster Scan Jun 26 ScanNVDA Ecosystem Scan Jul 7 ScanNVDA Ecosystem Scan

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