See through the semiconductor and technology trends and invest companies with their core competitiveness.
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| Issues | 105 | Founded | 2 years ago | Last Issue | 3 days ago |
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andrewhclu.substack.comLatest Issues
Our more cautious view after SpaceX IPO
我們從天價市值 SpaceX IPO 招股說明書看到了3件值得擔心的事
Background
Google first introduces its agentic AI- Gemini Spark
谷歌首次推出AI代理人產品 Gemini Spark，我們比較了一下跟 OpenClaw的不同
今年大會的核心主軸宣告 Google 正式跨入「Agentic Era（AI 智慧體/代理人時代）」。Google 透過底層晶片、基礎大模型以及產品架構的全面革新，讓 AI 從過去單純的「回答問題（Text predicting）」演進為能主動、跨多工替使用者「執行任務（Act on your behalf）」的個人與企業級代理人。
A new TPU Neocloud is emerging
谷歌為何與黑石集團聯手成立 TPU Neocloud 跟 CoreWeave/Nebius 競爭？
What’s New?
Finding the winners from AI supply chain matrix
從AI數據中心錯綜複雜的永動機矩陣式關係疏理重點及找出贏家
自從Nvidia砸錢投資 OpenAI, CoreWeave 起，整個AI數據中心產業鏈就演變成錯綜複雜的永動機矩陣關係，它本質上成為一幅「全球 AI 軍備競賽與利益共生網絡圖」。圖表揭示了頂尖 AI 實驗室（Anthropic、OpenAI、Google 等）、AI 數據中心雲端算力巨頭（Google、Amazon、Microsoft）以及硬體/供應鏈霸主（台積電，Nvidia、AMD、Broadcom、聯發科）...
Likely an inflection point if AI data center capital density to reverse down?
當全球AI數據中心的 capital density 從2H26-1H27 觸頂反轉，投資人該怎麼辦？
17-19% sales CAGR for top 7 during 2026-2030
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Authors
The writers behind this newsletter.
No 1 ranked Asia semiconductor analyst in Asia Money and Institutional Investor II for six years during 2005-2009 at Citi and 2014 at Barclays. 30 years semi and tech analyst to see trends through the global supply chain.
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