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Platform | Substack | Pricing | Freemium | Publishes | Weekly |
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Issues | 24 | Subscribers | Read | yzyz.substack.com |
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笔者在今年之前的文章中曾讲解过AWS Tranium/ Inferentia(Marvell (MRVL US) vs.
继上一篇文章讲解了英伟达GB200 的power system design之后(Is Monolithic Power System (MPWR US) a Short?
继上一篇文章讲解了GB200 的PCIe 拓扑结构之后(Astera Labs (ALAB US) – How Large is the GB200 Content Opportunity?),今天笔者继续为大家来讲解GB200的power modules,以及最近投资人关心比较多的美股power management IC公司Monolithic Power System。
Astera Labs一直是多空双方激烈博弈的一只票:空头看衰其PCIe retimers在英伟达GB200中的用量减少(vs.
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