Leon Hinde

NVE

While NVE is a niche semiconductor player rather than a massive chipmaker, it fits into the broader AI infrastructure landscape via:

1. Next-Gen Memory (MRAM): As AI workloads and edge computing demand faster, more energy-efficient non-volatile memory, MRAM technology is highly regarded for its low power consumption and high endurance.
2. High-Speed Data Isolation: Their spintronic couplers handle high-speed data transmission with high noise immunity, which is crucial in rugged Industrial IoT (IIoT) applications and server power supplies.