海外科技股研究
AYZ一只柚子
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Subscribers | Read | yzyz.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Accelerator War – AWS Tranium, Google TPU, Habana Gaudi and Others
笔者在今年之前的文章中曾讲解过AWS Tranium/ Inferentia（Marvell (MRVL US) vs.
NVIDIA (NVDA US) GB300 Power System – An Overview of new PSU, BBU, and Super Capacitor Design
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?
Is Monolithic Power System (MPWR US) a Short? – The GB200 Power Module War
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 (ALAB US) – How Large is the GB200 Content Opportunity?
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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