--- title: "The Data Center Power Grab: Hardware Giants Reorganize for the AI Boom" type: "News" locale: "en" url: "https://longbridge.com/en/news/295518434.md" description: "Data center power backlogs and advanced packaging deals are reshaping the hardware supply chain. I am told AI infrastructure is driving a critical sector overhaul heading into late 2026." datetime: "2026-08-11T10:12:48.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295518434.md) - [en](https://longbridge.com/en/news/295518434.md) - [zh-HK](https://longbridge.com/zh-HK/news/295518434.md) generator: "portal-rs" --- # The Data Center Power Grab: Hardware Giants Reorganize for the AI Boom The spotlight in the artificial intelligence infrastructure race is expanding beyond GPUs directly into power supply and advanced packaging. I'm told that recent internal discussions across key hardware and power management firms indicate that data center backlogs have reached extremely high levels. This is shaping up to be a critical structural overhaul of the sector heading into late 2026. ### Generac Holdings (GNRC.US) Generac shares have outperformed the broader sector recently. The company reported more than USD 100M in data center revenue during the second quarter of 2026, driving its product backlog in the category to a staggering USD 1.6B. According to people familiar with the matter, Generac recently secured a global supply agreement with a major hyperscaler for backup power, which is expected to bolster its guidance later this year. ### Flex (FLEX.US) Flex has seen steady gains year-to-date. I'm told that management is fast-tracking the spin-off of its cloud and power infrastructure business, dubbed SpinCo, with key leadership roles already taking shape. After posting net sales of USD 7.9B in Q1 of fiscal 2027, the company expanded its partnership with Cerebras to manufacture AI supercomputers and authorized a massive USD 2B share repurchase program. ### Amkor Technology (AMKL.US) Amkor is gaining momentum this quarter. According to sources familiar with the company's strategy, the semiconductor packaging firm is exploring options to sell a stake in its Chinese operations, a business valued at roughly USD 1.5B. Simultaneously, the firm locked in a USD 1.5B multi-year agreement with Nvidia to secure advanced packaging and test capacities in the US. ### Viavi Solutions (VIAV.US) Viavi has stabilized in recent months. The testing and measurement firm is leaning heavily into the AI data center rollout. I'm told that its next-generation Ultra Ethernet validation solution, launched in June 2026, is seeing strong early interest to accelerate AI deployments. The company also recently joined the EU-funded SHIELD-6G consortium, positioning itself well ahead of the next tech cycle. ### Also - **FICO (FICO.US)**: The stock has outperformed the broader market recently. The analytics software company reported a 26% year-over-year revenue increase to USD 674.2M for its fiscal third quarter of 2026, with the FICO Score 10T gaining momentum among more than 70 mortgage lenders. - **Goldman Sachs Physical Gold ETF (AAAU.US)**: The ETF's net asset value continues to climb as gold prices test recent highs. Analysts predict the underlying asset could see continued strength moving deeper into 2026. - **Leucadia Asset Management (LEUX.US)**: Shares have remained stable. The alternative asset platform under Jefferies has been actively expanding its strategic relationships, striking deals with specialized investment managers like Manteio Capital and Dymon Asia. - **Quince Therapeutics (QNCX.US)**: Experiencing elevated volatility this year, the clinical-stage biopharmaceutical firm recently closed a USD 187M private placement to advance its pipeline, including the LAM-001 program. - **Allwaves (ALLW.US)**: Gaining investor attention recently, the wave pool technology developer is gearing up its demonstration center in Belgium, having successfully installed high-voltage cabins to run its wavemakers. - **Surface Oncology (SRFM.US)**: The stock has been delisted from the Nasdaq. Following its acquisition by Coherus BioSciences, the company's tumor microenvironment programs remain a critical asset in the buyer's broader portfolio. *This article does not constitute investment advice.* ### Related Stocks - [FICO.US](https://longbridge.com/en/quote/FICO.US.md) - [GNRC.US](https://longbridge.com/en/quote/GNRC.US.md) - [FLEX.US](https://longbridge.com/en/quote/FLEX.US.md) - [VIAV.US](https://longbridge.com/en/quote/VIAV.US.md) - [QNCX.US](https://longbridge.com/en/quote/QNCX.US.md) - [SRFM.US](https://longbridge.com/en/quote/SRFM.US.md) ## Related News & Research - [Does FICO’s Expanding Mortgage And Fraud Ecosystem Quietly Redefine Its Competitive Moat? (FICO)](https://longbridge.com/en/news/296732397.md) - [UK Credit Card Payment Rates Drop and Card Balances Rise as Summer Spending Puts Pressure on Consumers | FICO Stock News](https://longbridge.com/en/news/296754283.md) - [Edmond DE Rothschild Holding S.A. Takes Position in Generac Holdings Inc. $GNRC](https://longbridge.com/en/news/296585944.md) - [Is Viavi Solutions (VIAV) Quietly Recasting Its 6G Moat With the Vertex 6.0 Launch?](https://longbridge.com/en/news/296731736.md) - [Viavi director Laura A. Black disposes of 71,000 common shares worth $3.27 million](https://longbridge.com/en/news/296247695.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**