The Tech GuyinInvesting in AIWhat is Nvidia’s Rubin GPU?Nvidia’s next generation Rubin platform (for its GPU) is named after American astronomer Vera Rubin. Based on publicly available…5d ago5d ago
The Tech GuyinInvesting in AI800G/1.6T Optical Modules ExpectationI think ethernet may see increased adoption in data centers in the second half of the year due to the increasing role of GPUs in reasoning…6d ago16d ago1
The Tech GuyinInvesting in AIImpact of the Nvidia GB200 Delay IncidentNVIDIA (NVDA) has postponed the production of its GB200, which has raised some concerns in the market. After conducting some research…6d ago16d ago1
The Tech GuyinInvesting in AIMicrosoft’s AI Business Model and Development — Is Copilot Profitable?Microsoft has been at the forefront of AI development. In this brief article, we’ll explore Microsoft’s AI business model, its recent…6d ago6d ago
The Tech GuyinInvesting in AIAn Unexpected Winner from the AI PC trendThe previous market estimate for the 2024 global AIPC sales volume was around 20 million units, which would represent approximately 10% of…6d ago6d ago
The Tech GuyNew Oriental Education (EDU) — Investment Opportunities from Non-Academic Tutoring BusinessDisclaimer: this research is for informational purposes only. This is NOT a recommendation to buy or sell securities discussed. Please do…Aug 171Aug 171
