Nvidia Networking Steals The Show For The Second GTC In A Row [Forbes]
Fabrinet Ordinary Shares (FN)
Last fabrinet ordinary shares earnings: 2/3 04:15 pm
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Source: Forbes
Building any complex system is a sum of its parts, but the most foundational element is the thing that binds them together. In brick, it's mortar; in wood, it's nails; and in data centers, it's networking. Last year, Nvidia CEO Jenson Huang declared that “the data center is the new unit of compute.” This means an entire data center should be thought of as a single system, just as a system-on-chip (SoC) or a server. Combining all those individual elements, including processing, memory, and storage, into a single platform requires a complex, high-performance, low-latency network. Disclosure: My company, Tirias Research, has consulted for Nvidia and other companies mentioned in this article. In 2024, Nvidia introduced the new Blackwell GB200 GPU AI accelerator to be combined with the Grace CPU in the new NVL72 rack server configuration. While the GPU and rack configuration were, and remain industry leading solutions, the real star of the story was the NVLink switch that allowed all
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News
- Fabrinet (NYSE:FN) was upgraded by analysts at Susquehanna to a "strong-buy" rating.MarketBeat
- Is Fabrinet's (FN) New AI Data Center Spotlight Redefining Its Core Investment Story? [Yahoo! Finance]Yahoo! Finance
- Which Growth Stock ETF is Better: Vanguard's VONG or iShares' IWO? [Yahoo! Finance]Yahoo! Finance
- What Makes Fabrinet (FN) a Worthy Investment? [Yahoo! Finance]Yahoo! Finance
- Fabrinet (NYSE:FN) is now covered by analysts at Susquehanna. They set a "positive" rating on the stock.MarketBeat
FN
Earnings
- 11/3/25 - Beat
FN
Sec Filings
- 12/12/25 - Form 4
- 12/12/25 - Form 4
- 12/12/25 - Form 4
- FN's page on the SEC website