#order backlog

3 stories

#business #ai demand #ai hardware #ai infrastructure #australia #citizen machinery #counter-drone systems #defence spending #eps estimate #finance #japan #kongsberg gruppen

Japan machine tool orders hit all-time high on AI demand
Japan's machine tool makers face record order backlog as AI hardware demand surges.
Nikkei Asia · 1m
Kongsberg Benefits from Rising Defence Spending
Norwegian arms firm Kongsberg Gruppen sees surge in orders as NATO allies boost military spending.
MoneyWeek · 1m
Smci Beats Nvidia On AI Infrastructure
Supermicro builds full AI factories while Nvidia only designs chips.
Yahoo Finance · 1m