Global Technology Research
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| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Subscribers | Read | globaltechresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
NVIDIA (NVDA US) GB300 Power System – An Overview of new PSU, BBU, and Super Capacitor Design
Following the previous article discussing the power system design of NVIDIA's GB200 (Is Monolithic Power System (MPWR US) a Short?
Is Monolithic Power System (MPWR US) a Short? – The GB200 Power Module War
Following my previous article on the PCIe topology of NVIDIA GB200 (Astera Labs (ALAB US) – How Large is the GB200 Content Opportunity?), today I'll discuss another important area of GB200: the power modules, as well as Monolithic Power Sys...
Astera Labs (ALAB US) – How Large is the GB200 Content Opportunity?
Astera Labs has been a stock with intense battles between the bulls and bears: the bears are pessimistic about the reduced usage of its PCIe retimers in NVIDIA’s GB200 ( as compared to DGX); while the bulls are optimistic that its newly lau...
Co-Packaged Optics (CPO) – The Next Big Thing for Nvidia (NVDA US)?
In the previous article that I wrote back in July this year (The Bonder War – An update on ASMPT (522 HK)，BESI (BESI NA), Shibaura (6590 JP), Tazmo (6266 JP) and other advanced packaging equipment players), I mentioned that NVIDIA's next-ge...
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