Calnex Solutio. Share Price (CLX)

Https://www.cnbc.com/video/2026/06/12/why-nokia-is-betting-on-ai-powered-networks.html

Https://www.bbc.co.uk/news/articles/cvgd5g7d7gyo

gemini's summary:

"The news you linked confirms the macro-trend: the world is rapidly building massive AI compute facilities.

Calnex’s technology is an "enabler" of that trend. They don't build the data centers themselves, but they build the essential "quality control" tools needed to make them work. The industry is currently moving toward higher network speeds (800G and 1.6T) and tighter latency requirements, which creates a permanent, ongoing demand for higher-performance testing equipment. You are effectively looking at a company that is selling the "pickaxes and shovels" for the digital infrastructure boom. The demand for those tools is tied to the physical growth of the data centers, which the article confirms is currently accelerating."

Good one, thanks Grippa. Underpromise and over delivery is always the best way forward. Let's wait and see what clx comes up with in the next few days/weeks/months.

Exciting times!!!

GLA

From gemini pro:

"From a technical and structural standpoint, yes, SpaceX (and the broader Elon Musk ecosystem) absolutely could use Calnex’s 400G, 800G, and 1.6T testing architectures. In fact, SpaceX and its satellite program, Starlink, fit perfectly into the exact two growth pillars Calnex is banking on: AI/Hyperscale Data Centers and Non-Terrestrial Networks (NTN).

To separate investment hype from architectural reality, the technology overlaps directly in two distinct areas:

1. The AI Data Center Pillar (400G / 800G / 1.6T)

When Elon Musk’s companies build out AI infrastructure—whether it's SpaceX managing autonomous telemetry data, Tesla building its Dojo supercomputer, or xAI scaling the massive Colossus cluster—they are dealing with ultra-high-density GPU nodes.

• The Problem Calnex Solves: When you connect tens of thousands of Nvidia GPUs together, they transfer mind-boggling amounts of data across Ethernet fabrics. If there is even a millisecond of synchronization lag or packet loss (known as "tail latency"), the entire AI training run stalls while the GPUs wait for data.

• The Calnex Match: Calnex's core data center products (like their SNE and Sentry ranges) are designed specifically to stress-test high-speed 400G and 800G switches. They simulate real-world data center bottlenecks before millions of pounds are wasted on idle compute time. Any company building an elite AI cluster needs the hardware validation that Calnex specializes in.

2. The Satellite & Starlink Pillar (The Precision Timing Link)

SpaceX isn’t just a rocket company; it is the largest satellite internet provider on Earth via Starlink.

• The Sync Challenge: Starlink relies on thousands of low-Earth orbit (LEO) satellites constantly passing data to a massive global network of ground stations, teleports, and terrestrial fiber hubs. Coordinating this requires hyper-precise microsecond timing synchronization to prevent dropped connections during handovers.

• The Calnex Match: Calnex actually features Starlink explicitly in its corporate documentation. Their Satellite Network Emulation division helps telecom companies model and test application performance over satellite constellations. Because Calnex is a global leader in testing Precision Time Protocol (PTP) and network synchronization, their equipment is the gold standard for the exact type of ground-station backhaul infrastructure SpaceX manages. "

Well, Nokia's event is starting tomorrow, US Iran deal signed, Hormuz gonna reopen shortly, all the markets going up. With some positive momentum and news, CLX might be able to break the £1 barrier again. AI Datacentre is still the hottest sector acound. Fingers crossed, let's wait and see.

GLA