Notes: Day 2 Tech
Summary
* Tech giants have evolved from disruptive upstarts to entrenched incumbents, yet
NVIDIA
Notes: Huawei’s 910C And CM384: A Strategic Shock To The NVIDIA Thesis (Pt.2)
Summary
* Huawei's AI-native 910C and CM384 systems now rival NVIDIA’
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
Themes - DeepSeek, Kimi, and AI Efficiency (Pt.4)
Summary
* Moonshot’s Kimi 1.5 demonstrates that China’s top labs
Updates: Palantir - 2025 the Year of AI Application?
Summary
* While PLTR currently trades at a high multiple (~450x TTM P/
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,
Notes - DeepSeek Supply Shock Yet To Come
Summary
* DeepSeek introduces a cost-effective training and inference architecture that could reduce
Note: NVIDIA AI Grid & Telco Edge Compute Opportunity
Summary
* NVDA's ambitious AI grid project in Japan, backed by
Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks
Summary
* Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)
Summary
* In Part 2 of the SysMoore series we compare the different
