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Marvell, Microsoft and Oracle Establish OCP Working Group to Standardize Data Center Hardware Security

New Open Compute Project (OCP) working group: Companies form a new working group to standardize on a silicon-based and attested secure integrated hardware security module (HSM) solution for cloud and hyperscale data center infrastructure.

Strengthening cloud security: Secure key caching and attestation cryptographic key lifecycle management at the server level will reduce latency, improve scalability and strengthen the security posture of cloud compute workloads.

Open technical specification: Initial draft of technical specification to be released at OCP Global Summit in October 2026, paving the way for broad industry adoption of in-server security for data centers. | $MRVL $MSFT $ORCL

X4A News
ARTICLE 4 MIN READ
ARTICLE · 4 MIN READ

Weekend Scrutiny on Nebius Exposes Familiar Patterns in AI Infrastructure Narratives

Over the weekend of July 4 to 5 2026 renewed commentary targeted Nebius Group $NBIS following its sharp move lower earlier in the week. Prominent short seller observations and detailed online critiques focused on capital intensity depreciation schedules and competitive dynamics around a key customer. These threads attempted to recast the companys aggressive capacity buildout and hyperscaler relationships as structural vulnerabilities rather than responses to sustained demand. One line of argument centered on capital efficiency.
X4A News
ARTICLE 3 MIN READ
ARTICLE · 3 MIN READ

A Strong May Signals the Real Bull Run Is Just Getting Started – And the Giants Are About to IPO

Look, markets have a rhythm, and right now it’s playing a very familiar tune. When the U.S. indices post a convincingly strong May, as the S&P 500 has done in multiple years that later delivered double-digit gains through November, the probability of a meaningful bull run into year-end rises sharply. History doesn’t repeat, but it rhymes: strong early-year momentum, especially in tech-heavy environments, has repeatedly carried through the second half. November itself has been positive for the S&P 500 roughly 59% of the time since 1927, with even stronger odds and bigger average gains in the Nasdaq-100 during confirmed uptrends.
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