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By Equity Research in SysMoore — Oct 25, 2024

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

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Microsoft: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.2)

Themes: Zero-Days & The Cybersecurity Industry (Pt.2)

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Notes: Huawei’s 910C And CM384: A Strategic Shock To The NVIDIA Thesis (Pt.2)

Notes: Huawei’s 910C And CM384: A Strategic Shock To The NVIDIA Thesis (Pt.2)

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Notes: Huawei’s 910C and CM384: A Strategic Shock to the NVIDIA Thesis (Pt.1)

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Summary * Huawei’s 910C and CM384 achieve H100-class and Blackwell-scale performance using

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Disclaimer: We have a long position in the stock of the company mentioned in this report. This excludes the article tagged as "neutral" or "short" We may profit from an increase in the stock price. We have not received compensation from the company or its affiliates for this report. Our opinions and findings are our own, and we may update our analysis as new information becomes available.