Notes: Huawei’s 910C and CM384: A Strategic Shock to the NVIDIA Thesis (Pt.1)
Summary
* Huawei’s 910C and CM384 achieve H100-class and Blackwell-scale performance using
H100
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.3)
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)
Summary
* DeepSeek has multifold lower opex and cluster costs than Western rivals,
Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks
Summary
* Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting
Convequity MSU: NVIDIA - Dec 2023
Summary
* We kick-off the application of the Convequity MSU framework on NVDA.