➀ Saniffer releases updated version 11.1 of its PCIe5&6.0, CXL, NVMe/NVMoF, SSD, NAND, DDR5, 800GE test technology and tool whitepaper; ➁ PCIe Gen6 NVMe SSD testing begins, with focus on E3.S or E1.S interfaces; ➂ FMS 2024 participation summary with 3505 attendees, including 12 Chinese companies; ➃ PCIe Gen6 interoperability issues identified and scheduled for further testing in October; ➄ AI infrastructure hardware diagnosis, analysis, and testing added to whitepaper, including AI training and inference architectures; ➅ 800G/1.6T optical module development and testing advancements driven by AI and data center demands; ➆ Nvidia starts certifying 1.6T optical modules in June 2024.

1. SMCI's stock dropped 55% from its peak due to valuation concerns and Hindenburg Research's report on accounting irregularities. 2. The stock is nearing oversold conditions with an RSI of 37, suggesting potential for a rebound. 3. Despite recent challenges, SMCI's position in the AI sector remains a strong long-term investment opportunity.

➀ AMD announces a $490 million acquisition of ZT Systems, a leading AI infrastructure provider. ➁ The deal includes 75% cash and 25% stock payment. ➂ ZT Systems, with annual revenue of about $10 billion, will complement AMD's AI capabilities. ➃ AMD plans to retain about 1000 engineers from ZT Systems. ➄ The acquisition is expected to close in the first half of 2025, subject to regulatory approvals.

1. Super Micro Computer is a leading player in the AI infrastructure market, with a stock price up 197.32% since November 2023. 2. The global AI infrastructure market is expected to grow at a CAGR of 30.4% to $227 billion by 2030. 3. The company's modular Rack-Scale solutions provide a competitive edge, enabling faster deployment and customization.