LS Electric (010120): Still Juicy
LS Electric has graduated from being a utility company into AI and data center value chain. At 1.2x PEG, supported by a great demand from the US,...
99 Views
EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
The article discusses Nvidia's advancements in Nematron models and promotion of open source variants, with mixed opinions on their strategy and...
636 Views
Beyond Chips and Capex: Private Credit in the AI Ecosystem
Private credit markets are increasingly financing AI infrastructure buildout, posing potential risks as defaults rise and banks tighten leverage,...
232 Views
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
Ben discusses statistics related to Meta's deal with Corning for fiber optics, highlighting the massive amount of optical fiber involved Ben...
996 Views
[Wafer Watch] Earnings Week Revealed a Split Verdict on AI Economics
Tech giants Microsoft, Meta, and Tesla are facing questions about the cost of unlocking growth in AI and robotics, with implications for their...
183 Views