This one is quite technical, thanks! Didn’t know there are switches in the rack too. Really quality thesis on your choice AI hardware companies, maybe it’d be helpful to have an overview on where they are in the AI ecosystem. E.g. ASML at the uppermost stream, Nvidia at the core, Nebis is sorta selling the big data center package, along with the security players. Just an idea! Thank you as always.
Eheh everything is planned! I have two more technicals to come, but am also writting a full AI datacenter investment case on which the entire chain will be explained, for you guys to have a clear picture of why and where exactly each company affects compute.
Bit more patience! All should be done before the next earning season, so we have all the keys to follow the data afterwards.
This one is quite technical, thanks! Didn’t know there are switches in the rack too. Really quality thesis on your choice AI hardware companies, maybe it’d be helpful to have an overview on where they are in the AI ecosystem. E.g. ASML at the uppermost stream, Nvidia at the core, Nebis is sorta selling the big data center package, along with the security players. Just an idea! Thank you as always.
Eheh everything is planned! I have two more technicals to come, but am also writting a full AI datacenter investment case on which the entire chain will be explained, for you guys to have a clear picture of why and where exactly each company affects compute.
Bit more patience! All should be done before the next earning season, so we have all the keys to follow the data afterwards.