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The unprecedented speed and scale of the AI buildout, with billions flowing into chips, data centers, networks, and power systems, have focused attention on the challenge of building capacity. But the more important question may be whether enough economic value can be created to justify it.

LANTRONIX, INC. (LTRX) filed its Annual Report for the fiscal year ended June 30, 2026, describing a global business focused on Edge AI and Industrial IoT solutions for unmanned systems, critical infrastructure and resilient enterprise networks. The company organizes offerings into Embedded IoT Solutions, IoT System Solutions, and Software and Services, including its Percepxion SaaS…