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Vertiv (VRT): Digital Twin Work Shows How AI Factories Are Becoming an Infrastructure Story

Aviat Networks (AVNW): Long-Haul Expansion Adds Backbone Capacity Angle to the AI Networking Story

Semtech (SMTC): 224G Optical Chips Strengthen Its Role in AI Data Center Interconnects

Lumentum (LITE): JPMorgan Pushback Helps Keep the AI Optical Networking Case Intact

Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, how AI is playing a part.

Startups are trying to "ride that SpaceX IPO wave."

Watch out for indigestion

Google Is Paying $920 Million Per Month to SpaceX. Here's Why Nvidia Is the Quiet Winner Nobody's Talking About.

Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, how AI is playing a part.

Watch out for indigestion