Chip

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

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

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

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

The Entire Optical Comms Sector Ignites!

NPO vs CPO showdown. Power savings, yield challenges, and 2027 volume forecasts.

Aug 18 • Meng Li

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

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

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

SK Hynix Latest Research Update!

SK Hynix latest research reveals memory market divergence. Server DRAM and NAND prices keep rising through 2027 while consumer demand weakens. Supply…

Jul 31 • Meng Li

AMD unveils world's first 2nm GPU, the Instinct MI455X

AMD launches the world's first 2nm MI455X GPU and Helios AI rack, outperforming NVIDIA Vera Rubin with superior throughput and cost efficiency.

Jul 24 • Meng Li

CPU Shortage Hits, But Intel Stalls: Who Stole the Valuation?

CPU shortages hit but Intel lags. Discover why the market rewards new computing architectures over passive supply constraints.

Mar 25 • Meng Li

Nvidia's new chip: 10x power, OpenClaw freed

NVIDIA unveils Vera Rubin AI chips with 10x efficiency, plus NemoClaw for secure AI agents, targeting $1T computing market by 2027.

Mar 17 • Meng Li

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