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On-Device LLMs Are Challenging Cloud-Only AI Economics and Reshaping the Edge AI

Discover how on-device LLMs are changing cloud AI economics through privacy, lower latency, offline access, memory optimization and energy efficiency.

August 14, 2026

Beyond Leading Edge Logic The Underestimated Investment Opportunity in Analog, Power and Specialty Chips

AI accelerators and advanced logic dominate semiconductor investment headlines, but analog, power, MEMS and specialty chips are emerging as critical growth opportunities. This 2026 market perspective examines how AI data centers, electrification, automotive systems, industrial automation and physical AI are expanding semiconductor content and creating new investment opportunities beyond leading-edge logic.

August 11, 2026

Who Pays for the Grid as Data Center Expansion Collides With Regional Energy Capacity

The rapid growth of AI data centers is transforming electricity infrastructure into a strategic asset. As hyperscale campuses increase power demand, utilities, regulators, and technology companies are confronting a critical question: who should pay for the grid upgrades needed to support digital infrastructure growth? From the U.S. to Europe, new policies are emerging to balance data center expansion, energy reliability, and ratepayer protection while creating new opportunities in power, storage, and grid modernization markets.

August 10, 2026

NVIDIA vs AMD vs Broadcom: Who Controls the AI Inference Era?

DataM Intelligence compares NVIDIA, AMD and Broadcom in AI inference across GPUs, custom chips, networking, M&A, software and cost per token.

August 10, 2026

Why Runtime and Middleware Could Capture More Durable Revenue Than Edge AI Hardware

DataM Intelligence explains why runtime, middleware, fleet management, security and OTA model updates could become the most durable value layer in edge AI.

August 10, 2026

Top 15 AI Data Center Liquid Cooling Companies in 2026

As AI infrastructure investments surge globally, liquid cooling has become a critical technology for hyperscale, cloud, and enterprise AI data centers. With GPU clusters generating unprecedented heat densities, data center operators are rapidly adopting direct-to-chip cooling, immersion cooling, and advanced thermal management systems. This article analyzes the top 15 AI data center liquid cooling companies shaping the future of AI-ready infrastructure in 2026.

August 3, 2026