Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

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Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

<ul>
<li>
 Key Player In Roll-Out of Nvidia's New Blackwell Solutions. Having followed Chenbro closely over the past year, we’ve seen it steadily increase its exposure to the AI infrastructure cycle.</li>
<li>
 Nvidia B200 and B300 Server Builds Are Ramping. Chenbro sees projects based on Nvidia’s B200 and B300 GPUs actively progressing, with B300 projects initiated and shipments starting in 2H25.</li>
<li>
 Non-Nvidia ASICs also growing as a contributor. The company also sees AI systems based on custom ASICs as a growing contributor to the business.</li>
</ul>



 Key Player In Roll-Out of Nvidia's New Blackwell Solutions. Having followed Chenbro closely over the past year, we’ve seen it steadily increase its exposure to the AI infrastructure cycle.

 Nvidia B200 and B300 Server Builds Are Ramping. Chenbro sees projects based on Nvidia’s B200 and B300 GPUs actively progressing, with B300 projects initiated and shipments starting in 2H25.

 Non-Nvidia ASICs also growing as a contributor. The company also sees AI systems based on custom ASICs as a growing contributor to the business.


TechChain Insights: Chenbro Micom -- How Server Racks Are Evolving With Nvidia's B-Series & ASICs