海外科技股研究
AYZ, SJW一只柚子
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 44 | Subscribers | Read | yzyz.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Ironwood – An Introduction to Google TPU Rack & Optical Circuit Switch System
今天笔者想来介绍一下最近投资人非常关注的Google Ironwood TPU rack以及其配套的Optical Circuit Switch (以下简称OCS)系统。
Marvell (MRVL US) vs. Broadcom (AVGO US) vs. Alchip (3661 TT) vs. GUC (3443 TT) – A Brief Update on ASIC Plays
笔者曾经在去年四季度的一篇文章中详细介绍了北美几大Hyperscaler厂商的ASIC芯片概况（The Accelerator War – AWS Tranium, Google TPU, Habana Gaudi and Others）。很快一年的时间又过去了，因此在今年四季度笔者再为读者朋友们来update一下北美各大ASIC芯片的最新情况。
Is This Time Different? – How Will AI Large Language Model Bring the Memory Supercycle?
在今天的文章中，笔者想对最近投资人比较关注的“AI大模型对存储的需求”做一个从上到下系统性的测算。由于本人主要专注于半导体和硬件行业，对AI大模型的算法研究尚浅，因此今天笔者邀请到了我的一位好友，曾在北美顶尖大学研究院学习和研究AI大模型的 SJW，请他从算法与应用的角度出发来拆解一下生成式 AI 的推理对HBM，DRAM和NAND的实际需求到底有多大。
NVIDIA (NVDA US) VR200 NVL144 CPX – An Introduction to PCB Design Change and Beneficiaries
NVIDIA最近发布了新款的VR200 NVL144 CPX机柜，引起了投资人的广泛兴趣和讨论。今天笔者就来简单介绍一下这个新CPX机柜所带来的一些PCB板子设计上的变化。
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A Hardcore Tech Investor
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