NEVRFOLD TECHNOLOGIES

Industrial Components for Data Center Infrastructure

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

Data centers keep the internet, AI, streaming & cloud running.

They create jobs, drive local investment, and power the digital economy—while getting more efficient every year.

Quiet engines of progress. ⚡#NEVRFOLD

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

What Does a Home Cost Across the US?

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While the national housing index points to builder pessimism, Arkansas is a highly resilient, "stabilizing and balanced" market right now. Driven by low property taxes and a massive wave of inbound migration from higher-cost states.

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

Multifamily & Townhomes over Single-Family: Higher density is winning. Townhouse construction has hit a multi-decade high of more than 18% of the residential market share. Single-family detached starts have dipped roughly 7% year-over-year.

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Dell rides AI demand as year-to-date stock rally hits 350% $DELL

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Micron Offers Taiwan Workers Record 35-68 Months Pay Bonuses. $MU

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The NAHB/Wells Fargo Housing Market Index has hovered around 35. Since anything under 50 means more builders view conditions as "poor" rather than "good", the industry has been in a prolonged negative-sentiment stretch for 16 consecutive months

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$CAT Could Be the Best AI Infrastructure Stock You’re Overlooking!

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

Caterpillar shattered its all-time company records, generating over $20 billion in a single quarter. They stated this was driven heavily by an increase in pure sales volume rather than just inflated prices.

Cat's North American volume rose by 48% to 50% year-over-year.

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

The latest Equipment World reader poll found that 81.5% of respondents have made at least one change to their day-to-day business strategy in the last 30 days in response to rising diesel fuel prices.

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NVIDIA Acquires Hugging Face for $12.93 Billion in Open AI Push

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@nevrfold Want to sell your username?

[China Now @ChinaNow24]

UNUSUAL
A Chinese robot with exceptional capabilities… a perfect integration of a humanoid robot and a robotic arm!

A modular design and a 360‑degree work range with no blind spots allow the robot to perform diverse tasks with high efficiency and flexibility.

This technical synergy opens new horizons for deploying robots in complex construction projects, reflecting a notable advancement in Chinese automation solutions.

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

President Trump says AI is going to "create millions of jobs" and "cure diseases."

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

$SPCX up over 7%

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

Americans love AI but they don’t want the data centers that power it...?

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

The 100 MVA+ segment is where the shortage is already most acute, and it is precisely where data centers have been turning to Chinese manufacturers to manage lead times.

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

“Western competitors like Coherent and Lumentum possess advanced photonic designs, but currently lack the cleanroom capacity, automated packaging infrastructure, and yield scale required to absorb Innolight and Eoptolink’s volume within a 12-to-24-month horizon,” Neil Shah

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

Global data communications transceiver modules revenue share by supplier in 2025, as a percentage

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

Analysts say U.S. and Western suppliers may struggle to replace Chinese manufacturing capacity quickly, potentially raising costs or worsening supply chain shortages.

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

Chinese firms supply significant portions of key equipment used in U.S. data centers, including transformers, batteries and optical transceivers.

[NEVRFOLD TECHNOLOGIES @nevrfoldtech]

Washington is increasing scrutiny of foreign-made power equipment as AI infrastructure becomes more important to the U.S. economy and national security.