AI data centers
AI Value Chain Bottlenecks: Mapping Pricing Power and Investment Opportunity (Pt.1)
Summary
* Supply-demand imbalances ebb and flow across the AI value chain — as
Updates: Fortinet - The Convergence of Network, Security, and the Physical World
Summary
* Fortinet’s single-OS, ASIC-accelerated architecture gives it a durable structural edge
Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution
Summary
* Record 1Q26: $533.8m revenue (+58% YoY) with next-quarter guide $630–