Recent developments in AI chip technology have taken a significant leap with the strategic partnership between Nokia and Supermicro, aimed at delivering AI-optimized data center networking solutions. This collaboration integrates Supermicro’s advanced switching hardware with Nokia’s Service Router Linux and Event-Driven Automation to enhance data center performance, scalability, and operational efficiency. The combined solution is designed to cater to the increasing demands of AI and cloud workloads, offering a modern, turnkey setup that reduces deployment times while minimizing operational costs. This partnership exemplifies the industry’s shift towards placing networking at the core of data center architecture, driving innovation and expanding market opportunities for both cloud providers and enterprises.

Elsewhere in the market, ASE Technology Holding was a standout up 9.9% and ending the day at NT$171.50. In the meantime, Advanced Micro Devices softened, down 6.6% to finish the session at $151.14.

AMD faces potential revenue hurdles from geopolitical risks and rising competition. Click here to explore how these factors may impact AMD’s future landscape.

Don’t miss our previous Market Insights article, “The Bull and Bear Thesis on AI’s Decade of Disruption,” where we evaluated AI’s potential economic impact and investment opportunities in AI chips.

Broadcom finished trading at $334.89 up 9.4%. Three days ago, it was announced that Broadcom will partner with OpenAI to produce its first AI chip for internal use next year.

ASML Holding settled at €660.20 up 1.9%.

NVIDIA ended the day at $167.02 down 2.7%.

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