Prelude Therapeutics Azioni (NASDAQ: PRLD)

Prelude Therapeutics (NASDAQ:PRLD) Azioni

PRELUDE THERAPEUTICS INC

Prelude Therapeutics

Prelude Therapeutics Incorp is a clinical stage precision oncology company focused on discovering and developing small molecule therapies optimized to target the key driver mechanisms in cancers with high unmet needs. The company's pipeline includes four candidates currently in clinical development: PRT1419, a potent, selective inhibitor of MCL1; PRT2527, a potent and selective CDK9 inhibitor, PRT3645, a next-generation CDK4/6 inhibitor, and PRT3789 a first-in-class SMARCA2/BRM protein degrader.

Tech's<a href="https://www.benzinga.com/tech"> Big Three </a>just hit a mind-bending milestone: Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) are now worth a combined $10.87 trillion &#8211; more than triple their $3.49 trillion combined value just five years ago.
Together, they now account for roughly one-quarter of the S&amp;P 500. The question echoing through Wall Street: Is this the top, or just a rest stop?
Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46262055/greed-mode-on-why-tesla-nvidia-palantir-and-bitcoin-plays-could-rip">Greed Mode On: Why Tesla, Nvidia, Palantir And Bitcoin Plays Could Rip</a>
<h2 class="wp-block-heading">Three Giants, Three Very Different Growth Stories</h2>
Nvidia is the undeniable rocket. With revenue up over 70% year-over-year (as of the last reported <a href="https://seekingalpha.com/symbol/NVDA/income-statement">quarter</a>) and margins expanding alongside AI demand, it has grown into a profit machine almost overnight. A forward P/E around 38, per <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0710">Benzinga Pro</a>, may sound steep until you see that earnings are expected to double again. It's pricey, but with growth like this, bulls still say it's justified.
Microsoft is the quiet killer. Its Azure cloud engine continues to hum, with double-digit top-line growth (13%+ as of the last reported quarter) and margins exceeding 40%. Its forward P/E sits around 33, which may look tame next to Nvidia. Microsoft's balance sheet is pristine, its capital return program generous, and it is embedding AI across its software empire without the volatility.
Then there's Apple. Still wildly profitable (operating profits around 30% consistently), still buying back shares like clockwork—but growth has stalled. iPhone sales are slowing, and while services revenue is strong, it&#8217;s not enough to reignite major earnings momentum. With a P/E over 27 and no breakout product in sight, Apple looks more like a luxury defensive play than a growth engine.
<h2 class="wp-block-heading">Peak Tech—Or Just Tech's Peak Trio?</h2>
Are we in bubble territory? Not necessarily. 
But these three stocks alone have added over $7 trillion in value since 2019, without a crash or correction in sight. Investors should ask: Is the next leg higher driven by real growth, or just momentum?
For now, the crown stays on—but it may be getting heavy.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46315651/nvidia-broadcom-avgo-stock-ai">Nvidia Is The Star―But Broadcom Is The AI Boom&#8217;s Best-Kept Secret</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Tech

Trading Ideas

AAPL

MSFT

NVDA

Nvidia, Microsoft, Apple Smash $10 Trillion—Is This Peak Tech?

Globalstar's mobile satellite system maintained coverage across Spain and Portugal during recent power outage
Globalstar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GSAT#NASDAQ">GSAT</a>), a next-generation telecommunications infrastructure and technology provider, today announces the execution of definitive agreements with Telecom Castilla-La Mancha, S.A. ("Telecom CLM") to expand the Alcazar Teleport in Castilla La Mancha, Spain, with additional ground station antennas and associated infrastructure. These further investments will support Globalstar's launch and operation of its previously announced third-generation mobile satellite services network, the C-3 System.
With today's announced expansion, Globalstar will effectively double the size of its existing footprint at the Alcazar Teleport by adding three new tracking antennas and supporting infrastructure. This upgrade strengthens the foundation of Globalstar's Low Earth Orbit (LEO) constellation and will support a wide range of next-generation mobile satellite services for hundreds of millions of people across Europe, meeting growing demand for resilient, uninterrupted connectivity.

News

Global

GSAT

Globalstar And Telecom CLM Expand Alcazar Teleport In Spain With New Antennas To Support C-3 Satellite Network; Satellite System Maintained Coverage During Iberian Power Outage

Piper Sandler analyst Brent Bracelin maintains Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) with a Overweight and raises the price target from $475 to $600.

Price Target

Analyst Ratings

Piper Sandler Maintains Overweight on Microsoft, Raises Price Target to $600

Intuitive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, today announced that the U.S. Food &amp; Drug Administration (FDA) has cleared its latest innovation in advanced energy instrumentation for use with its multiport da Vinci systems.
Vessel Sealer Curved is a fully wristed, advanced bipolar electrosurgical instrument designed to seal, cut, grasp, and dissect tissue. It is the first of Intuitive's advanced energy instruments to receive FDA clearance for the transection of lymphatic vessels.
Vessel Sealer Curved offers enhanced multifunctionality and precision via its slim, curved jaw designed to follow the natural contours of anatomy, helping improve visibility and control especially in tight spaces and around critical structures. The instrument's mechanical blade cuts closer to the tip, offering versatility as a dissector.
The FDA cleared Vessel Sealer Curved for grasping and blunt dissection of tissue, as well as bipolar coagulation and mechanical transection of blood vessels (veins and arteries) up to 7mm in diameter, lymphatic vessels, and tissue bundles that fit within the instrument's jaws. Vessel Sealer Curved is not indicated for tubal sterilization or tubal coagulation for sterilization procedures and should not be used for these procedures.

ISRG

Intuitive Receives FDA Clearance For Its Vessel Sealer Curved, Advanced Bipolar Electrosurgical Instrument For Use With Multiport Da Vinci Systems

Piper Sandler analyst Biren Amin assumes Aclaris Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACRS#NASDAQ">ACRS</a>) with a Overweight rating and announces Price Target of $6.

Initiation

ACRS

Piper Sandler Assumes Aclaris Therapeutics at Overweight, Announces Price Target of $6

One of the most persistent myths in investing is that markets are perfectly efficient, pricing in all known information at every moment.
I have never bought into that theory. In fact, some of the best returns I have ever seen came from exploiting the exact kinds of inefficiencies that the academics swore should not exist. A new study from academia adds another strong data point to the idea that markets need a little help from the people who actually know something.
That help, it turns out, often comes from insiders.
The researchers took a deep dive into insider trading activity and what it actually signals about future stock performance. They found that insider trading increases market efficiency by correcting mispricing.
That last part is key.
&nbsp;It is not just about buying and selling. It is about helping the market close the gap between price and value. When insiders act on information that is not yet fully reflected in the market, they nudge prices in the right direction.
Here is where it gets interesting.
The strongest predictive power comes from trades that are not preplanned. Most executives today sell shares through 10b5-1 plans that allow them to diversify their holdings without raising eyebrows. These trades are predictable and have little to do with the company&#8217;s outlook. But when an insider steps in outside of a preset plan and buys stock with their own money, unhedged and unprotected, that is a real signal.
&nbsp;The research shows these opportunistic trades actually correlate with future fundamentals.
Even more fascinating is how this plays out across the valuation spectrum. When insiders sell shares in companies that are overpriced (based on indicators like high levels of share issuance), the market tends to react quickly. The stock pulls back, and the price gets closer to where it probably should be.
&nbsp;On the flip side, when insiders buy stock in a company that is underpriced, it often takes up to a year for the market to catch up. That time lag may frustrate momentum traders, but it is a gold mine for patient value investors.
The study also introduces the idea of &#8220;Composite Share Issuance,&#8221; or CSI, as a tool to assess whether a company is over or undervalued. High CSI is a red flag. Low CSI, especially when paired with insider buying, is a sign that something is trading below its true worth.
The presence of informed insider buying, particularly when combined with low issuance, is about as good a clue as you are going to get in public markets.
Now, let us be clear. Insider trading is not a magic wand. These trades only explain a small portion of future firm fundamentals. But that portion is meaningful, and it consistently points to mispriced securities. Markets are not perfectly efficient. They are only as good as the people participating in them. And the people who know the most (those running the companies) do not often speak through press releases. They speak with their wallets.
For those of us who build watchlists based on deep value metrics, Piotroski scores, or PEG ratios, insider trading remains one of the few real-time tells in this game. You just have to know where to look. It is not about raw volume. It is about motive.
Unplanned insider buying in undervalued names is not just a data point. It is a clue. And when you combine that with strong fundamentals and a patient outlook, you have an edge the market still has not figured out how to fully erase.
You will not hear this from the efficient market crowd. But those of us who still do the work know better.
As I mentioned earlier, the most valuable insider trades are not the ones filed under routine diversification plans. They are the ones that show conviction: unhedged, open-market purchases by executives and large shareholders who already know the business inside and out. When those insiders step in during periods of price weakness, and when the company has a history of conservative capital management, you have a situation that deserves attention.
Here are three stocks that have seen recent opportunistic insider buying and are deeply undervalued. Patient aggressive investors could see massive long-term gains by joining the insiders and purchasing shares.
F&amp;G Annuities &amp; Life (Ticker: FG)
F&amp;G Annuities &amp; Life is a business built for the long haul. The company focuses on life insurance and fixed indexed annuities, with a stable stream of premium income supported by the long-duration nature of its contracts. With Fidelity National Financial as its parent and interest rates remaining favorable, FG&#8217;s portfolio is producing attractive investment spreads. While the company is not a growth story by any stretch, it is generating reliable cash flows and sits in a solid capital position. Analysts have pegged fair value around $43, which suggests nearly 40 percent upside from current levels. The stock is not likely to make headlines, but it offers yield and downside protection for patient investors. It is a classic case of a business that works just fine, only the market has not noticed yet.
Civitas Resources (Ticker: CIVI)
Civitas Resources, by contrast, is the high-risk, high-reward opportunity in this group. Shares have been cut in half over the past year, battered by commodity volatility and headline-driven sentiment around Colorado&#8217;s ESG policies. Yet the underlying business tells a different story. The company is expected to produce more than $1 billion in free cash flow this year, trades at less than six times earnings, and holds manageable levels of debt. Management has taken aggressive steps to streamline operations, including layoffs and asset rationalization, with an eye toward focusing more deeply on Permian Basin assets. The market is pricing in a lot of pessimism, but if oil prices firm and execution remains disciplined, CIVI could be a very attractive turnaround in the making.
Global Indemnity Group (Ticker: GBLI)
Finally, Global Indemnity Group is one of those small insurers that quietly delivers, quarter after quarter. The company focuses on small commercial and program insurance, and while recent catastrophe losses led to a modest net loss in the first quarter, GBLI&#8217;s long-term fundamentals remain intact. Revenue declined in 2024, but net income actually grew by more than 70 percent thanks to underwriting discipline and investment income. The company has returned over 60 percent to shareholders in the past five years and currently yields close to 4 percent. With its new &#8220;Project Manifest&#8221; strategy aimed at refocusing on core business and improving margins, GBLI offers a rare combination of value, yield, and operational simplicity.
None of these names are crowd favorites. That is precisely the point. Each of them sits in an unloved corner of the market, offering patient investors a chance to buy real businesses at what I believe are discounted prices. Whether it is the dependable cash flows of FG, the distressed upside of CIVI, or the quiet consistency of GBLI, these stocks all fit the mold of value opportunities waiting to be realized.

Opinion

CIVI

GBLI

Alpha Buying: When the Market Misses, Insider Buys Leave a Trail

Oppenheimer analyst Matthew Biegler maintains Nurix Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NRIX#NASDAQ">NRIX</a>) with a Outperform and lowers the price target from $32 to $30.

NRIX

Oppenheimer Maintains Outperform on Nurix Therapeutics, Lowers Price Target to $30

<ul>
<li>&nbsp;GSK supports seasonal flu immunization in the US by shipping FLULAVAL (Influenza Vaccine) and FLUARIX (Influenza Vaccine) in advance of flu season</li>
</ul>
GSK plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) today announced it has started shipping doses of its trivalent seasonal influenza vaccines to US healthcare providers and pharmacies in preparation for the 2025-26 flu season. This immediately follows a licensing and lot-release approval from the US Food and Drug Administration (FDA). Both FLULAVAL and FLUARIX will be available in a 0.5mL, single-dose, pre-filled syringe and are indicated for people six months and older.
According to the US Centers for Disease Control and Prevention (CDC), annual influenza vaccination is the first and most important action recommended to reduce the risk of flu and its potentially serious outcomes. Ideally, vaccination should occur by the end of October, but people can continue to get vaccinated as long as the flu poses a threat.1 CDC recommends an annual flu vaccination for anyone aged six months or older who does not have contraindications.1,2
CDC estimates that from October 1, 2024, through May 17, 2025, there were 47 – 82 million flu illnesses, 610,000 – 1.3 million flu hospitalizations and 27,000 – 130,000 flu deaths.3 The 2024-25 flu season was the first season since 2017-18 that the CDC classified as high severity, and preliminary CDC estimates indicate that it was the worst flu season (based on flu illnesses, hospitalizations and deaths) the US has seen in the last 15 years.4,5
For egg-based influenza vaccines for the 2025-26 flu season in the Northern Hemisphere, the FDA's Vaccines and Related Biological Products Advisory Committee (VRBPAC) recommended including an A/Victoria/4897/2022 (H1N1)pdm09-like virus, an A/Croatia/10136RV/2023 (H3N2)-like virus and a B/Austria/1359417/2021 (B/Victoria lineage)-like virus.6

Biotech

General

GSK Begins Shipping FLULAVAL And FLUARIX Vaccines In U.S. Ahead Of 2025–26 Flu Season Following FDA Approval

JMP Securities analyst Andrew Boone downgrades Warby Parker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WRBY#NYSE">WRBY</a>) from Market Outperform to Market Perform.

Downgrades

WRBY

JMP Securities Downgrades Warby Parker to Market Perform

WIIM

TSLA

Tesla shares are trading higher. Elon Musk announced that Grok is coming to Tesla vehicles by next week at the latest.

<h3>Gainers</h3>
<table>
<thead>
<tr>
<th>Symbol</th>
<th>Name</th>
<th align="right">Price</th>
<th align="right">Change ($)</th>
<th align="right">Change (%)</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>)</td>
<td>Materials Select Sector SPDR</td>
<td align="right">92.00</td>
<td align="right">0.22</td>
<td align="right">0.23</td>
<td>1.3K</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>)</td>
<td>SPDR Select Sector Fund - Technology</td>
<td align="right">258.32</td>
<td align="right">0.49</td>
<td align="right">0.19</td>
<td>45.8K</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>)</td>
<td>SPDR Select Sector Fund - Consumer Discretionary</td>
<td align="right">219.27</td>
<td align="right">0.32</td>
<td align="right">0.14</td>
<td>416</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>)</td>
<td>SPDR Select Sector Fund - Industrial</td>
<td align="right">150.00</td>
<td align="right">0.10</td>
<td align="right">0.06</td>
<td>3.9K</td>
</tr>
</tbody>
</table>
<h3>Losers</h3>
<table>
<thead>
<tr>
<th>Symbol</th>
<th>Name</th>
<th align="right">Price</th>
<th align="right">Change ($)</th>
<th align="right">Change (%)</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>)</td>
<td>SPDR Select Sector Fund - Energy Select Sector</td>
<td align="right">87.6975</td>
<td align="right">-0.362</td>
<td align="right">-0.42</td>
<td>49.8K</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>)</td>
<td>The Communication Services Select Sector SPDR Fund</td>
<td align="right">106.6682</td>
<td align="right">-0.392</td>
<td align="right">-0.37</td>
<td>707</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)</td>
<td>SPDR Select Sector Fund - Utilities</td>
<td align="right">81.6400</td>
<td align="right">-0.260</td>
<td align="right">-0.32</td>
<td>4.2K</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>)</td>
<td>SPDR Select Sector Fund - Financial</td>
<td align="right">52.2700</td>
<td align="right">-0.130</td>
<td align="right">-0.25</td>
<td>273.3K</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>)</td>
<td>SPDR Select Sector Fund - Consumer Staples</td>
<td align="right">80.6542</td>
<td align="right">-0.166</td>
<td align="right">-0.21</td>
<td>22.4K</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>)</td>
<td>Real Estate Select Sector SPDR Fund (The)</td>
<td align="right">41.3700</td>
<td align="right">-0.030</td>
<td align="right">-0.08</td>
<td>527</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>)</td>
<td>SPDR Select Sector Fund - Health Care</td>
<td align="right">135.4400</td>
<td align="right">-0.050</td>
<td align="right">-0.04</td>
<td>3.8K</td>
</tr>
</tbody>
</table>
<a href="https://pro.benzinga.com/?utm_source=insights">Pulled from Benzinga Pro data</a> this sector movers alert provides traders with a compiled way to read macro-level market trends. Investors garner a particular interest in sector movers to better determine sectors that are over- or under-performing to make better investing decisions on exchange-traded funds (ETFs) or individual tickers in those sectors. 
To read more about sector movers, <a href="https://www.benzinga.com/movers">click here</a>.

Sector ETFs

Pre-Market Outlook

Movers

ETFs

XLRE

Select Sector SPDR-Consumer Discretionary

Leading And Lagging Sectors For July 10, 2025

Mizuho analyst Peter Costa initiates coverage on NAPCO Security Techs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NSSC#NASDAQ">NSSC</a>) with a Outperform rating and announces Price Target of $39.

NSSC

Mizuho Initiates Coverage On NAPCO Security Techs with Outperform Rating, Announces Price Target of $39

Soleno Therapeutics, Inc. (Soleno)&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SLNO#NASDAQ">SLNO</a>), a biopharmaceutical company developing novel therapeutics for the treatment of rare diseases, announced today that it has priced its previously announced underwritten public offering of 2,352,941 shares of its common stock at a price to the public of&nbsp;$85.00&nbsp;per share. All of the shares are being sold by Soleno. In addition, Soleno has granted the underwriters a 30-day option to purchase up to an additional 352,941 shares of its common stock at the public offering price. The gross proceeds from the offering are expected to be approximately&nbsp;$200 million&nbsp;before deducting underwriting discounts and commissions and other offering expenses, assuming no exercise of the underwriters' option to purchase additional shares.&nbsp;The offering is expected to close on or about&nbsp;July 11, 2025, subject to satisfaction of customary closing conditions.
Goldman Sachs &amp; Co. LLC, Guggenheim Securities, TD Cowen, Cantor and Oppenheimer &amp; Co. are acting as joint book-running managers for the public offering.

Offerings

SLNO

Soleno Therapeutics Prices $200M Public Offering Of 2,352,941 Shares At $85/Share

GLJ Research analyst Gordon Johnson upgrades Daqo New Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DQ#NYSE">DQ</a>) from Sell to Buy and announces $30.51 price target.

Upgrades

GLJ Research Upgrades Daqo New Energy to Buy, Announces $30.51 Price Target

Morgan Stanley analyst Erin Wright downgrades Molina Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>) from Overweight to Equal-Weight and lowers the price target from $364 to $266.

Morgan Stanley Downgrades Molina Healthcare to Equal-Weight, Lowers Price Target to $266

Morgan Stanley analyst Ricky Goldwasser downgrades Centene (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNC#NYSE">CNC</a>) from Overweight to Equal-Weight and lowers the price target from $70 to $33.

Morgan Stanley Downgrades Centene to Equal-Weight, Lowers Price Target to $33

AMZN

GOOGL

INTC

Arm Sees 14-Fold Growth In Data Center Customers Since 2021 Amid Strategic Expansion To PC Market: Report

Contracts

CETX

Cemtrex Receives $500K+ Order For NEXT Modular Camera System From Kentucky School District

Morgan Stanley analyst Eddy Wang maintains JD.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) with a Equal-Weight and lowers the price target from $39 to $28.

Morgan Stanley Maintains Equal-Weight on JD.com, Lowers Price Target to $28

Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Amazon Web Services (AWS) announced on Wednesday that they have designed <a href="https://www.benzinga.com/topic/artificial-intelligence" target="_blank" rel="noreferrer noopener">the P6e-GB200 UltraServers</a> to meet the skyrocketing compute demands driven by the latest advancements in generative AI, including trillion-parameter foundation models, reasoning systems, and agentic AI.
AWS has engineered custom hardware to cool next-generation Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GPUs used <a target="_blank" href="https://aws.amazon.com/blogs/machine-learning/aws-ai-infrastructure-with-nvidia-blackwell-two-powerful-compute-solutions-for-the-next-frontier-of-ai/" rel="noreferrer noopener">in AI workloads</a>.
Recognizing the high energy demands of Nvidia&#8217;s latest chips, AWS decided not to wait and build new liquid-cooled data centers.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/05/45702458/amazon-expands-global-data-centers-boosts-access-to-nvidia-ai-chips-for-cloud-customers" rel="noreferrer noopener">Amazon Expands Global Data Centers, Boosts Access To Nvidia AI Chips For Cloud Customers</a>
Instead, its engineers developed the In-Row Heat Exchanger (IRHX)—a solution that integrates with existing and new data centers to manage heat from dense GPU configurations, CNBC <a href="https://www.cnbc.com/2025/07/09/amazon-web-services-builds-heat-exchanger-to-cool-nvidia-gpus-for-ai.html" target="_blank" rel="noreferrer noopener">reported</a> Wednesday.
These UltraServers feature up to 72 Nvidia Blackwell GPUs, all interconnected using fifth-generation Nvidia NVLink, allowing the GPUs to operate as a single, unified compute system.
Dave Brown, AWS VP of Compute and Machine Learning Services explained that off-the-shelf cooling options couldn&#8217;t meet the demands of Nvidia&#8217;s GB200 NVL72 systems, which pack 72 Blackwell GPUs into a single rack. Traditional air cooling was sufficient for previous GPU generations, but AWS had to innovate to keep pace with the increased compute intensity of today&#8217;s systems.
AWS now offers this infrastructure through its P6e instances, providing customers with the performance required to train and deploy large-scale AI models with advanced thermal support.
Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) have previously offered computing clusters built on Nvidia&#8217;s GB200 NVL72 architecture.
In March, Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) <a target="_blank" href="https://www.benzinga.com/25/03/44532855/intels-superfluid-cooling-tech-possibly-suitable-for-nvidias-gb300-chips-says-expert-amid-intcs-efforts-to-secure-commitments-for-foundry-services" rel="noreferrer noopener">positioned its SuperFluid cooling</a> technology as a strong contender for managing the heat generated by Nvidia&#8217;s high-powered GB300 AI chips.
Launched in 2023, SuperFluid has reportedly passed verification tests showing it can handle thermal loads up to 1,500 watts, surpassing the 1,400-watt consumption expected from Nvidia&#8217;s Blackwell Ultra GB300 chips.
In June, AI server company Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) expanded its <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45881923/supermicro-teams-up-with-nvidia-to-supercharge-europes-ai-factories-with-powerful-server-solutions" rel="noreferrer noopener">liquid-cooled AI server solutions</a> for Nvidia&#8217;s Blackwell architecture into the European market.
The company introduced over 30 solution stacks for Nvidia HGX B200, GB200 NVL72 and RTX PRO 6000 Blackwell deployments, helping enterprises speed up AI factory rollouts.
Supermicro is scaling its portfolio with new liquid-cooled systems, including a 4U front I/O HGX B200 server powered by its DLC-2 technology. These systems enable customers to run high-density AI workloads while maintaining thermally efficient systems.
By working closely with Nvidia, Supermicro is also preparing to support next-generation Blackwell Ultra chips, such as the GB300 NVL72 and HGX B300, later this year.
Price Action: AMZN stock was down 0.34% at $221.79 premarket as of the last check on Thursday. NVDA is up 0.85%.
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