AI Chain: The Competition of Data Center
Hello everyone! Today i want to share some trading ideas with you!
1.
India data center firm Yotta is building a $2B+ AI compute hub powered by $NVIDIA(NVDA)$ Blackwell Ultra under a $1B+ 4-year DGX Cloud deal.
Another large-scale AI factory is coming online in APAC by August extending Nvidia’s platform footprint beyond U.S. hyperscalers.
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2.
What’s more, $NVIDIA(NVDA)$ CEO Jensen Huang says Nvidia is preparing new chips for GTC 2026 “the world has never seen before.”
Signals Nvidia’s product cadence is still accelerating even as Blackwell and Rubin are just ramping.
3.
At the same time, $Alphabet(GOOGL)$ is building new subsea fiber routes linking India with the U.S. and parts of the Southern Hemisphere under its “America–India Connect” initiative.
Part of Google’s $15B, five-year push to scale AI infrastructure in India and hardwire its global data backbone.
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4.
$Ondas Holdings Inc.(ONDS)$ is pursuing an acquisition of Aeronautics, the Rafael-owned drone maker behind the Orbiter UAV platform.
It fits Ondas’ broader push into Israel’s defense ecosystem alongside talks with mPrest and Controp.
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5.
$Microsoft(MSFT)$ & $CrowdStrike Holdings, Inc.(CRWD)$ expand alliance with Falcon on Azure Marketplace.
Falcon now counts toward Azure spend commitments tightening cloud & security budgets by embedding Crowdstrike deeper into enterprise buying workflows.
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