#ai-data-centers

#ai-data-centers

Reliable high-yielders are your best friends today, and they will likely remain that way for the coming years. That's especially true if they operate as midstream or as a utility. They have a rare combination of defense and growth that no other sector can match. Demand for electricity, gas, and water does not flutter when the headlines turn grim, so cash flow stays predictable and dividends stay funded.

Nokia and Supermicro are joining forces. Together, they want to help cloud players prepare data center networks for the many demands of AI. With this new collaboration, both parties are integrating SuperMicro's 800G Ethernet switches with Nokia's Service Router Linux and automation tools. The joint solution is designed to offer organizations a pre-validated, ready-to-use solution that reduces implementation time, lowers operational costs, and improves overall efficiency.

Fabrinet shares have rallied 88% since April 21st due to positive news, largely driven by increased capital spending from hyperscalers on AI data center projects.

Oklo anticipates the collaboration will lead to repeatable templates for future projects as it works toward breaking ground on its first nuclear powerhouse. The company said last week that it had finished its pre-application readiness assessment for Phase 1 of its combined license application with the U.S. Nuclear Regulatory Commission.