Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years experience researching capital markets across 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>The unit of sale in AI infrastructure is moving from the server box to the rack; Chenbro targets rack and cooling products above 10% of revenue within five years. </li>
<li>AI rack assembly is heading to Southeast Asia: Chenbro's newly approved Vietnam plant takes volume, while a Dallas site near-shores sensitive US cloud provider programs from 2H27. </li>
<li>AI capex is lifting general purpose servers too, and the industry's main constraint to higher revenue is capacity, not demand, right now.</li>
</ul>


The unit of sale in AI infrastructure is moving from the server box to the rack; Chenbro targets rack and cooling products above 10% of revenue within five years. 
AI rack assembly is heading to Southeast Asia: Chenbro's newly approved Vietnam plant takes volume, while a Dallas site near-shores sensitive US cloud provider programs from 2H27. 
AI capex is lifting general purpose servers too, and the industry's main constraint to higher revenue is capacity, not demand, right now.


TechChain Insights Q&A: What Server Rack Specialist Chenbro Sees in the AI Buildout

Chenbro Micom

TechChain Insights Q&A: What Server Rack Specialist Chenbro Sees in the AI Buildout