By Equity Research in DeepSeek — Mar 6, 2025 Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.3)
BigTech Notes: Day 2 Tech (Pt.2) Summary * Big tech has entered a “Day 2” phase, prioritizing margin expansion,
BigTech Notes: Day 2 Tech (Pt.1) Summary * Tech giants have evolved from disruptive upstarts to entrenched incumbents, yet
Huawei 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’
Huawei 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