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Foxconn expects AI server rack shipments to post high double-digit growth in 2027.
2026-11-12
Foxconn expects AI server rack shipments to post high double-digit growth in 2027.
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2026-11-12
Musk: SpaceX (SPCX.O) is expected to achieve roughly half of the world's actual usable computing power next year. "Actually usable" is a key metric. We need to operate continuously around the clock for about two months to get a large computing cluste
Musk: SpaceX (SPCX.O) is expected to achieve roughly half of the world's actual usable computing power next year. "Actually usable" is a key metric. We need to operate continuously around the clock for about two months to get a large computing cluster running stably and reliably. I estimate other companies might need closer to six months.
2026-11-12
A-share CPO concept stocks surged and then retreated, with "Yi Zhongtian" collectively turning negative in the afternoon. Zhongji Xuchuang fell more than 5%, Xin Yisheng fell more than 3%, and Tianfu Communication fell more than 1%.
A-share CPO concept stocks surged and then retreated, with "Yi Zhongtian" collectively turning negative in the afternoon. Zhongji Xuchuang fell more than 5%, Xin Yisheng fell more than 3%, and Tianfu Communication fell more than 1%.
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