“Boring” Software Stock Seeks to Disrupt $800 Billion Industry

Hello and welcome to the Tech Stock Insider, the twice-weekly newsletter covering the biggest opportunities in the tech world.

Today, we’ll look into the latest tech news, highlight some recent movers, and investigate an under-the-radar tech stock with potential.

AI (Sponsored)

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Autonomous Vehicles

More Cities, No Drivers: Waymo Gets the OK to Expand

Alphabet (NASDAQ: GOOGL) is pushing forward in the race for autonomous mobility after California regulators approved expanding its Waymo robotaxi service into San Jose and the broader South Bay region.

The California Public Utilities Commission (CPUC) approved Waymo’s updated Passenger Safety Plan. This approval clears the way for commercial driverless rides in a larger area of the Bay Area, though Waymo says the rollout will happen gradually.

This expansion builds on Waymo’s existing operations in San Francisco and reflects Alphabet’s steady effort to grow its autonomous transportation network in key urban markets. San Jose, often called the Capital of Silicon Valley, offers a strong test bed with dense traffic patterns and a tech-savvy population.

Waymo already delivers over 250,000 paid autonomous rides per week in the U.S. The company also explores use cases beyond ride-hailing, including a recently announced collaboration with Toyota to test autonomous tech in personally owned vehicles.

The strategic expansion shows that Alphabet is committed to long-term investments in next-generation mobility. While not yet a core revenue engine, Waymo’s steady progress positions Alphabet to lead as regulation shifts and adoption grows.

Enterprise Tech

Dell Doubles Down on AI Hardware, Targets Data Centers and Edge Devices

Dell Technologies has launched a major refresh of its AI Factory platform, rolling out new hardware and software to facilitate enterprises' adoption of artificial intelligence.

The update deepens Dell’s collaboration with NVIDIA on server infrastructure and brings Qualcomm into the mix with its AI-powered PC chips. New PowerEdge servers support up to 256 NVIDIA Blackwell GPUs per rack, promising faster AI training and better efficiency.

Dell is also moving AI to the edge with a new laptop powered by Qualcomm’s discrete AI chip, enabling tasks typically requiring the cloud to run locally. The system supports large models like LLMs and is aimed at enterprise use.

This AI push positions Dell well in the growing AI infrastructure race, especially as companies seek hybrid solutions across data centers, cloud, and devices.

Cooling innovations and storage upgrades also highlight Dell’s focus on energy efficiency and real-time data handling. On the software side, Dell introduced “Project Lightning,” which significantly improves data throughput for AI workloads.

For the enterprise market, Dell’s latest launch signals a push to become a full-stack AI provider at scale from on-premise systems to edge computing.

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AI

AMD Sells Server Manufacturing Arm in $3B Deal, Focuses on AI Design

AMD (NASDAQ: AMD) has agreed to sell ZT Systems’ server-manufacturing business to Sanmina for $3 billion. This move is part of a plan to focus on AI infrastructure design narrowly.

The agreement includes $2.25 billion in cash, a $300 million mix of cash and equity, and up to $450 million based on future performance. Pending regulatory approval, it’s expected to close by year-end.

This follows AMD’s $4.9 billion acquisition of ZT Systems last year, including server manufacturing and rack-scale AI design. With this divestiture, AMD will retain control of ZT’s AI infrastructure solutions while offloading the physical server production arm.

These shifts will allow AMD to concentrate on higher-value AI system design and move away from lower-margin hardware assembly. They will also sharpen their positioning in the cloud AI market by making Sanmina a preferred partner for new product introductions.

This deal reinforces AMD’s intent to become a top-tier supplier in enterprise and hyper-scale AI computing, not just a chipmaker but a full-stack enabler for next-gen infrastructure.

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Everything Else

• Elon came under fire this week as his xAI supercomputer stands accused of polluting local Memphis residents. 

• Regretful Apple Vision Pro buyers say their headsets are “just collecting dust,” reminiscent of Alphabet’s early foray into augmented reality via Google Glass.  

• Pope Leo says that his biggest priority moving forward is to warn world leaders of AI’s threat to “human justice, dignity, and labor.” 

• Speaking of which, educators are increasingly sounding the alarm on AI’s role in dumbing down American students. 

• Intel launched its newest weapon in the war for AI dollars this week, unveiling its latest graphics cards optimized for AI workstation performance.