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How Much Can Robots Boost AI Chip Giants' Revenue?
Nvidia is expanding into robotics with Isaac and Jetson. Can robots become a real recurring revenue business beyond data center GPUs?
Oct 23
•
Meng Li
15
4
Is the Golden Age of AI Optical Communications Over?
AI optical communications faces new tests. Lumentum and Coherent still grow, but 800G to 1.6T upgrades, CPO, and profit quality will decide who wins.
Oct 20
•
Meng Li
17
3
Nvidia's Real Bet: AI Computing Infrastructure
Jensen Huang says CoreWeave needs no Nvidia financial backstop. We analyze the AI infrastructure model, debt risks and what it means for Nvidia's…
Oct 19
•
Meng Li
14
3
The Real Threat to US Stocks Is Erupting Inside AI!
Bond yields, AI capex, and credit risk are colliding. See why the real threat to US stocks is building inside AI and what big money is buying now.
Sep 20
•
Meng Li
22
5
The Next Big AI Trend Most People Haven't Realized
The next AI shift is not about content. It is about understanding and acting in the 3D world.
Sep 8
•
Meng Li
14
2
3
The Surge in Sandisk and Micron Comes Down to One Sentence
Why SanDisk and Micron surged 11%. AI demand tightens DRAM and NAND supply, driving a historic memory super cycle.
Sep 6
•
Meng Li
15
6
Jensen Huang: Nvidia Has Achieved AGI!
NVIDIA achieves AGI with Avo scoring 100% on ARC‑AGI‑3. Jensen Huang unveils AI agents, record $96B revenue, and a trillion‑dollar compute future.
Aug 28
•
Meng Li
14
6
OpenAI's "Pepper Chip" Beats NVIDIA in First Test
OpenAI's first inference chip Jalapeño beats NVIDIA in throughput and latency, with AI-driven design reshaping the future of AI hardware and CUDA's…
Aug 26
•
Meng Li
10
4
The Entire Optical Comms Sector Ignites!
NPO vs CPO showdown. Power savings, yield challenges, and 2027 volume forecasts.
Aug 18
•
Meng Li
19
3
Jensen Huang Brings $500B from Wall Street, GPUs on Installment
NVIDIA and Wall Street giants unlock $500B to finance AI compute, letting customers buy GPUs on installment and turning chips into an investable asset…
Aug 11
•
Meng Li
16
2
SanDisk Earnings: AI Investment Logic & Cycle Anxiety
SanDisk beat big on revenue and margins, yet stock fell on guidance miss and cycle peak fears. AI storage demand vs market anxiety.
Aug 6
•
Meng Li
14
2
2
SpaceX, Nvidia: AI Data Centers Go to Space
SpaceX and Nvidia launch Starmind, an orbital AI computing network. Starship enables space data centers with unlimited solar power and zero cooling…
Aug 5
•
Meng Li
18
4
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