2026 Q1 -tulosraportti
UUTTA
5 päivää sitten
‧29 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 584 | - | - | ||
| 61 | - | - | ||
| 372 | - | - | ||
| 194 | - | - | ||
| 113 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·6 t sittenVery nice article Chad99 I particularly noted this paragraph; "Where we stand strongest right now is in our differentiated feature set, which is programmable networking. The data center market is evolving so fast that solutions from even two or three years ago are no longer enough from a performance and efficiency standpoint. Being a programmable networking provider allows us to deliver to customer requirements faster and with significantly more agility than our competitors." This should bode well for NAPA's future.
·7 t sittenBrief from today's CEO interview (Analyst Group)🤩 Kartik Srinivasan is crystal clear: AI data centers have gone from being a "compute problem" to a network and efficiency problem. Napatech is "ideally positioned" with its programmable SmartNIC/DPU solutions for low latency and scale-out in AI inference. He confirms 2026 guidance and says they are now working hard to convert design wins into actual revenue. The focus is execution, not hype. Combined production order recently for AI infrastructure feels like we are finally on the right track.🤝 https://analystgroup.se/textintervju/interview-napatechs-ceo-kartik-srinivasan/
7 t sitten7 t sittenand from a white paper from D-matrix about their Corsair server which is relevant to NAPA GenAI has the potential to transform industries and revolutionize how businesses harness and create information. However, this transformative potential comes at a significant cost, both economically and environmentally, due to the energy-hungry and cost prohibitive nature of currently available inference solutions. d-Matrix is ushering in a new era of AI computing with Corsair—a purpose-built inference solution that leverages novel Digital In-Memory Compute (DIMC) architecture, chiplets-based scaling, efficient block floating point numerics, and state-of- the-art Aviator software. Corsair redefines single rack economics for AI inference, achieving 10x higher interactivity, 3x better cost-performance, and 3x better energy efficiency compared to GPU alternatives. With Corsair, generative inference deployments at scale can benefit from latency-bound batched inference, with high throughput and ultra-low latency at the same time. To unleash the full potential of GenAI and make it widely accessible, it needs to be delivered in an affordable and sustainable way, without sacrificing performance. With Corsair, d-Matrix is transforming generative AI from unsustainable to attainable and commercially viable https://d-matrix.ai/pdf/d-Matrix-WhitePaper-Technical-FINAL.pdf
·11 t sittenThe problem in NAPA is the lack of liquidity in an internationally exposed stock. It doesn't matter how good business Napa has to tell about as long as a foreign investor cannot invest due to special Norwegian schemes that demand too much from foreign banks for them to bother helping small shareholders.
·1 päivä sittenAI on DPU delivered by Napatech: Napatech DPUs (Data Processing Units) are considered high-performance, industry-leading solutions, particularly in the fields of cloud computing, telecommunications, and AI infrastructure. They are known for providing robust acceleration for networking, security, and storage tasks, specifically designed for 100G and 400G environments. Here is a detailed breakdown of how Napatech DPUs perform: 1. Key Strengths and Performance CapabilitiesHigh-Speed Processing: Napatech's next-generation platforms, such as the F3070X and F3076X, offer 400G acceleration capabilities, meeting the demanding needs of modern AI, cloud, and enterprise datacenters.Offloading Efficiency: They effectively offload networking and security workloads from the host CPU, enabling improved throughput and reduced latency. This allows CPUs and GPUs to focus solely on compute-intensive AI training and inference tasks.Field-Programmable Gate Array (FPGA) Technology: By utilizing Altera (Intel) Agilex FPGAs, these DPUs offer flexibility, allowing functionality to be updated after deployment without changing hardware.Deterministic Performance: Napatech specializes in guaranteeing zero packet loss and delivering consistent low-latency performance for critical, high-speed data traffic. 2. Market Position and Use CasesAI Infrastructure: Napatech recently secured major commercial orders for their 400G DPUs to be used in AI inference systems, highlighting their relevance in accelerating AI workloads. Virtual Switch Acceleration (OVS): Their SmartNICs and DPUs, when paired with Link-Virtualization software, can increase virtual switch capacity by 15x (up to 129 million packets per second per core) compared to traditional software-only approaches. Cybersecurity & Monitoring: They enable real-time threat detection, encryption/decryption (TLS), and network forensics, which are crucial for security applications .5G Acceleration: They provide 5G User Plane Function (UPF) offload, helping telecom providers scale network capacity. 3. Key DPU ModelsF3076X 400G DPU: A top-tier 400G PCIe Gen5 card with an Altera Agilex FPGA and Intel Xeon D CPU, designed for maximum throughput and AI workloads.F2070X 200G DPU: A 2x100GbE PCIe card (Agilex FPGA + Xeon D CPU) often used for 100G/200G network offload and security. Summary: If you need a programmable, high-performance DPU for 100G+ networking that offers superior reliability and vendor-supported offload software, Napatech is a top-tier choice, particularly for AI and telco cloud infrastructure.
·1 päivä sittenNeed more articles like this: The article fits the Napa case quite well, because it's about the market now looking for the next AI bottleneck — and precisely network/data movement is an area where Napa is trying to become relevant. https://finance.yahoo.com/markets/article/markets-love-chasing-bottlenecks-wall-street-weighs-epic-run-in-ai-stocks-104248168.html
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
UUTTA
5 päivää sitten
‧29 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenVery nice article Chad99 I particularly noted this paragraph; "Where we stand strongest right now is in our differentiated feature set, which is programmable networking. The data center market is evolving so fast that solutions from even two or three years ago are no longer enough from a performance and efficiency standpoint. Being a programmable networking provider allows us to deliver to customer requirements faster and with significantly more agility than our competitors." This should bode well for NAPA's future.
- ·7 t sittenBrief from today's CEO interview (Analyst Group)🤩 Kartik Srinivasan is crystal clear: AI data centers have gone from being a "compute problem" to a network and efficiency problem. Napatech is "ideally positioned" with its programmable SmartNIC/DPU solutions for low latency and scale-out in AI inference. He confirms 2026 guidance and says they are now working hard to convert design wins into actual revenue. The focus is execution, not hype. Combined production order recently for AI infrastructure feels like we are finally on the right track.🤝 https://analystgroup.se/textintervju/interview-napatechs-ceo-kartik-srinivasan/7 t sitten7 t sittenand from a white paper from D-matrix about their Corsair server which is relevant to NAPA GenAI has the potential to transform industries and revolutionize how businesses harness and create information. However, this transformative potential comes at a significant cost, both economically and environmentally, due to the energy-hungry and cost prohibitive nature of currently available inference solutions. d-Matrix is ushering in a new era of AI computing with Corsair—a purpose-built inference solution that leverages novel Digital In-Memory Compute (DIMC) architecture, chiplets-based scaling, efficient block floating point numerics, and state-of- the-art Aviator software. Corsair redefines single rack economics for AI inference, achieving 10x higher interactivity, 3x better cost-performance, and 3x better energy efficiency compared to GPU alternatives. With Corsair, generative inference deployments at scale can benefit from latency-bound batched inference, with high throughput and ultra-low latency at the same time. To unleash the full potential of GenAI and make it widely accessible, it needs to be delivered in an affordable and sustainable way, without sacrificing performance. With Corsair, d-Matrix is transforming generative AI from unsustainable to attainable and commercially viable https://d-matrix.ai/pdf/d-Matrix-WhitePaper-Technical-FINAL.pdf
- ·11 t sittenThe problem in NAPA is the lack of liquidity in an internationally exposed stock. It doesn't matter how good business Napa has to tell about as long as a foreign investor cannot invest due to special Norwegian schemes that demand too much from foreign banks for them to bother helping small shareholders.
- ·1 päivä sittenAI on DPU delivered by Napatech: Napatech DPUs (Data Processing Units) are considered high-performance, industry-leading solutions, particularly in the fields of cloud computing, telecommunications, and AI infrastructure. They are known for providing robust acceleration for networking, security, and storage tasks, specifically designed for 100G and 400G environments. Here is a detailed breakdown of how Napatech DPUs perform: 1. Key Strengths and Performance CapabilitiesHigh-Speed Processing: Napatech's next-generation platforms, such as the F3070X and F3076X, offer 400G acceleration capabilities, meeting the demanding needs of modern AI, cloud, and enterprise datacenters.Offloading Efficiency: They effectively offload networking and security workloads from the host CPU, enabling improved throughput and reduced latency. This allows CPUs and GPUs to focus solely on compute-intensive AI training and inference tasks.Field-Programmable Gate Array (FPGA) Technology: By utilizing Altera (Intel) Agilex FPGAs, these DPUs offer flexibility, allowing functionality to be updated after deployment without changing hardware.Deterministic Performance: Napatech specializes in guaranteeing zero packet loss and delivering consistent low-latency performance for critical, high-speed data traffic. 2. Market Position and Use CasesAI Infrastructure: Napatech recently secured major commercial orders for their 400G DPUs to be used in AI inference systems, highlighting their relevance in accelerating AI workloads. Virtual Switch Acceleration (OVS): Their SmartNICs and DPUs, when paired with Link-Virtualization software, can increase virtual switch capacity by 15x (up to 129 million packets per second per core) compared to traditional software-only approaches. Cybersecurity & Monitoring: They enable real-time threat detection, encryption/decryption (TLS), and network forensics, which are crucial for security applications .5G Acceleration: They provide 5G User Plane Function (UPF) offload, helping telecom providers scale network capacity. 3. Key DPU ModelsF3076X 400G DPU: A top-tier 400G PCIe Gen5 card with an Altera Agilex FPGA and Intel Xeon D CPU, designed for maximum throughput and AI workloads.F2070X 200G DPU: A 2x100GbE PCIe card (Agilex FPGA + Xeon D CPU) often used for 100G/200G network offload and security. Summary: If you need a programmable, high-performance DPU for 100G+ networking that offers superior reliability and vendor-supported offload software, Napatech is a top-tier choice, particularly for AI and telco cloud infrastructure.
- ·1 päivä sittenNeed more articles like this: The article fits the Napa case quite well, because it's about the market now looking for the next AI bottleneck — and precisely network/data movement is an area where Napa is trying to become relevant. https://finance.yahoo.com/markets/article/markets-love-chasing-bottlenecks-wall-street-weighs-epic-run-in-ai-stocks-104248168.html
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 584 | - | - | ||
| 61 | - | - | ||
| 372 | - | - | ||
| 194 | - | - | ||
| 113 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 |
2026 Q1 -tulosraportti
UUTTA
5 päivää sitten
‧29 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenVery nice article Chad99 I particularly noted this paragraph; "Where we stand strongest right now is in our differentiated feature set, which is programmable networking. The data center market is evolving so fast that solutions from even two or three years ago are no longer enough from a performance and efficiency standpoint. Being a programmable networking provider allows us to deliver to customer requirements faster and with significantly more agility than our competitors." This should bode well for NAPA's future.
- ·7 t sittenBrief from today's CEO interview (Analyst Group)🤩 Kartik Srinivasan is crystal clear: AI data centers have gone from being a "compute problem" to a network and efficiency problem. Napatech is "ideally positioned" with its programmable SmartNIC/DPU solutions for low latency and scale-out in AI inference. He confirms 2026 guidance and says they are now working hard to convert design wins into actual revenue. The focus is execution, not hype. Combined production order recently for AI infrastructure feels like we are finally on the right track.🤝 https://analystgroup.se/textintervju/interview-napatechs-ceo-kartik-srinivasan/7 t sitten7 t sittenand from a white paper from D-matrix about their Corsair server which is relevant to NAPA GenAI has the potential to transform industries and revolutionize how businesses harness and create information. However, this transformative potential comes at a significant cost, both economically and environmentally, due to the energy-hungry and cost prohibitive nature of currently available inference solutions. d-Matrix is ushering in a new era of AI computing with Corsair—a purpose-built inference solution that leverages novel Digital In-Memory Compute (DIMC) architecture, chiplets-based scaling, efficient block floating point numerics, and state-of- the-art Aviator software. Corsair redefines single rack economics for AI inference, achieving 10x higher interactivity, 3x better cost-performance, and 3x better energy efficiency compared to GPU alternatives. With Corsair, generative inference deployments at scale can benefit from latency-bound batched inference, with high throughput and ultra-low latency at the same time. To unleash the full potential of GenAI and make it widely accessible, it needs to be delivered in an affordable and sustainable way, without sacrificing performance. With Corsair, d-Matrix is transforming generative AI from unsustainable to attainable and commercially viable https://d-matrix.ai/pdf/d-Matrix-WhitePaper-Technical-FINAL.pdf
- ·11 t sittenThe problem in NAPA is the lack of liquidity in an internationally exposed stock. It doesn't matter how good business Napa has to tell about as long as a foreign investor cannot invest due to special Norwegian schemes that demand too much from foreign banks for them to bother helping small shareholders.
- ·1 päivä sittenAI on DPU delivered by Napatech: Napatech DPUs (Data Processing Units) are considered high-performance, industry-leading solutions, particularly in the fields of cloud computing, telecommunications, and AI infrastructure. They are known for providing robust acceleration for networking, security, and storage tasks, specifically designed for 100G and 400G environments. Here is a detailed breakdown of how Napatech DPUs perform: 1. Key Strengths and Performance CapabilitiesHigh-Speed Processing: Napatech's next-generation platforms, such as the F3070X and F3076X, offer 400G acceleration capabilities, meeting the demanding needs of modern AI, cloud, and enterprise datacenters.Offloading Efficiency: They effectively offload networking and security workloads from the host CPU, enabling improved throughput and reduced latency. This allows CPUs and GPUs to focus solely on compute-intensive AI training and inference tasks.Field-Programmable Gate Array (FPGA) Technology: By utilizing Altera (Intel) Agilex FPGAs, these DPUs offer flexibility, allowing functionality to be updated after deployment without changing hardware.Deterministic Performance: Napatech specializes in guaranteeing zero packet loss and delivering consistent low-latency performance for critical, high-speed data traffic. 2. Market Position and Use CasesAI Infrastructure: Napatech recently secured major commercial orders for their 400G DPUs to be used in AI inference systems, highlighting their relevance in accelerating AI workloads. Virtual Switch Acceleration (OVS): Their SmartNICs and DPUs, when paired with Link-Virtualization software, can increase virtual switch capacity by 15x (up to 129 million packets per second per core) compared to traditional software-only approaches. Cybersecurity & Monitoring: They enable real-time threat detection, encryption/decryption (TLS), and network forensics, which are crucial for security applications .5G Acceleration: They provide 5G User Plane Function (UPF) offload, helping telecom providers scale network capacity. 3. Key DPU ModelsF3076X 400G DPU: A top-tier 400G PCIe Gen5 card with an Altera Agilex FPGA and Intel Xeon D CPU, designed for maximum throughput and AI workloads.F2070X 200G DPU: A 2x100GbE PCIe card (Agilex FPGA + Xeon D CPU) often used for 100G/200G network offload and security. Summary: If you need a programmable, high-performance DPU for 100G+ networking that offers superior reliability and vendor-supported offload software, Napatech is a top-tier choice, particularly for AI and telco cloud infrastructure.
- ·1 päivä sittenNeed more articles like this: The article fits the Napa case quite well, because it's about the market now looking for the next AI bottleneck — and precisely network/data movement is an area where Napa is trying to become relevant. https://finance.yahoo.com/markets/article/markets-love-chasing-bottlenecks-wall-street-weighs-epic-run-in-ai-stocks-104248168.html
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 584 | - | - | ||
| 61 | - | - | ||
| 372 | - | - | ||
| 194 | - | - | ||
| 113 | - | - |
Välittäjätilasto
Dataa ei löytynyt