Chip

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

When the strongest software and the strongest hardware begin to ally

Palantir and NVIDIA's deep alliance creates a complete AI data center solution, signaling a new era of integrated infrastructure and potential ecosystem…

Mar 15 • Meng Li

Nvidia jumps into AI agents, building toward a trillion-dollar ecosystem

Nvidia enters AI agent battle with NemoClaw signaling shift from compute wars to operating system wars. A trillion dollar ecosystem takes shape as AI…

Mar 10 • Meng Li

U.S. Drafts Global AI Chip Export Controls!

US mulls new global AI chip export curbs, license required for shipments; draft rules target NVIDIA, AMD exports worldwide. Policy in flux, may impact…

Mar 7 • Meng Li

Broadcom Drops a Hundred-Billion Dollar Bombshell!

Broadcom's earnings ignite AI investment debate: Copper vs. CPO truth revealed.

Mar 5 • Meng Li

CPO Boom on the Horizon, Optical Modules Enter 'Arms Race'

NVIDIA locks CPO capacity with Lumentum, Coherent. Optical modules become next HBM as AI shifts from chip race to system efficiency war.

Mar 3 • Meng Li

NVIDIA 2026 Earnings Preview Forecast

NVIDIA earnings preview 2026: Analysis of four key questions beyond Q4 numbers, covering data center growth, inference demand, Rubin architecture, and…

Feb 25 • Meng Li

From GPU to Fiber: Why U.S. Optical Module Giants Are Surging

AI hardware shift from GPUs to optical modules as compute bottlenecks drive demand for high-speed interconnects, reshaping market valuations.

Feb 23 • Meng Li

AI's Final Exam: Software Crashes, Nvidia Reports

Wall Street in 2026 faces a software crash and Nvidia earnings. Can AI spending survive the profit squeeze and hardware shift? The market awaits the…

Feb 22 • Meng Li

AI boom sparks once-in-a-lifetime storage super cycle

AI storage supercycle: Phison CEO reveals NAND flash shortages, 3 year prepayments, and 200 EB demand from NVIDIA Rubin alone.

Feb 20 • Meng Li

AMD and Nvidia rivalry is entering a more brutal and real stage

Nvidia dominance challenged as AMD gains ground in AI compute. Arista data reveals a market shift from technical monopoly to rational competition…

Feb 17 • Meng Li

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