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SysMoore

SysMoore & Energy (Pt.3)

SysMoore & Energy (Pt.3)

SysMoore’s hardware renaissance meets the energy wall — how AI compute’s explosive growth is forcing a fundamental rethink of power infrastructure, unlocking nuclear and natural gas tailwinds amid persistent buildout constraints.

13 min read 11 Feb 2026

Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks

13 min read 17 Nov 2024

Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks

Summary * Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting risks, yet its business fundamentals and market leadership in AI data centers remain strong. * SMCI's innovative Direct Liquid Cooling (DLC) technology and high-density GPU racks position it as a leader in AI training clusters, exemplified

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

12 min read 04 Nov 2024

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

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

23 min read 25 Oct 2024

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