Convequity
  • Client Home
  • Free Content
Sign in Subscribe

NVIDIA

Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)
SysMoore

Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)

Summary * In Part 2 of the SysMoore series we compare the different approaches to chip-level packaging between Intel and AMD. * We also discuss PCBs, as scaling at the chip level reaches physical limits, PCBs are becoming essential for enabling high-speed, high-density connections necessary for advanced AI and data center workloads. * Additionally we consider what's happening to scale compute at the server/rack level, outlining how Nvidia plans to implement its upcoming GB200 architecture wi
12 min read 04 Nov 2024
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
SysMoore
23 min read 25 Oct 2024

Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)

Supermicro (Pt.1) - Understanding SMCI's Differentiation Vs. DELL & ODMs
Supermicro
24 min read 02 Oct 2024

Supermicro (Pt.1) - Understanding SMCI's Differentiation Vs. DELL & ODMs

Summary * This is a three-part report on Supermicro. Part 1 discusses its differentiation vs. OEMs and ODMs. Part 2 will cover the vendor's influence on SysMoore. Part 3 will discuss the current fraud allegations. * Super Micro Computer (SMCI) has seen explosive growth due to its strategic partnerships,

Subscribe to Convequity

Don't miss out on the latest news. Sign up now to get access to the library of members-only articles.
Convequity
Convequity

Independent equity research mapping the AI value chain.
Where the silicon meets the spreadsheet.

Site
  • Latest
  • Subscribe
  • About
Connect
  • X / Twitter
  • LinkedIn
  • Substack
  • Email
Legal
  • Terms of Use
  • Privacy
Convequity © 2026