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$TSLA 的新專利確實聰明絕頂：他們不再把鋰礦運到世界另一端，用進口純鹼（大多來自中國）來焙燒，然後再用卡車運走成山的有毒硫酸鈉廢料，而是直接在精煉廠內閉合循環。從煅燒過程中捕獲 CO₂，將其與硫酸鈉副產品反應，並在現場再生純鹼。這簡直是化學上的優雅之作，偽裝成供應鏈的柔術。…
slowly then suddenly 指数增长的初期往往非常不起眼，当年OpenAI起步时只有百把块GPU，可以密切关注药企的GPU采购量变化，是业绩和股价即将起飞的信号
7 Predictions for the Next 3 Years - Intel becomes a trillion dollar company as it takes away half of TSMC’s market cap as well as cutting out Broadcom Marvell & MediaTek as middle men - Nvidia loses pricing power and margins as all big tech companies come together and invest…
🚀 Launching DeepSeek-V3.2 & DeepSeek-V3.2-Speciale — Reasoning-first models built for agents! 🔹 DeepSeek-V3.2: Official successor to V3.2-Exp. Now live on App, Web & API. 🔹 DeepSeek-V3.2-Speciale: Pushing the boundaries of reasoning capabilities. API-only for now. 📄 Tech…
Oracle $ORCL now cheaper than $WMT Walmart📈 - Oracle Forward P/E: 29.5 - Walmart Forward P/E: 36.36 Technical Analysis: - Oracle is also bouncing out of a strong technical support zone with "AI trade" upside runway. Full chart 👇Are you AI bullish?
Oracle’s $ORCL adjusted net debt is projected to triple from 2025 to 2028, reaching nearly $300 billion, with the company expected to borrow tens of billions to fund its infrastructure buildout for OpenAI, per Morgan Stanley. $MSFT $NVDA
Oracle $ORCL is expected to spend more than $282 billion on capex from FY27 through FY30, or more than 13X the $21 billion it spent in FY25. $AMZN $META $GOOG $NVDA $AMD
英伟达的机构买方，为了进货真是不择手段，找了大空头Burry发现砸不动，又找了SemiAnalysis来砸，想重演上半年Deepseek割韭菜，如果不理解卡尔达肖夫文明等级划分，真是被忽悠瘸了🤣
英伟达是超算领域的God Tier级别：GPU加速系统现在在TOP100超级计算机中占据了88个席位，其中 85% 使用了 Nvidia Hopper GPU，CPU的市场份额已从70%降至不足15%。 随着Blackwell的铺货，英伟达在这个领域的占有比例还会进一步上升。 出处：top500.org
AI热点，从GPU，到能源，到储能。 未来十年新建的每一个AI数据中心几乎都必然会配套建设巨型电池项目。这将带来数百亿甚至数千亿美元的电网级电池新需求。建造这些电池的公司有望像英伟达过去五年那样实现指数级增长。 这是一个不断探索的领域，波动性和风险很高，但也有着更好的成长空间。
What people don’t see are the DMs and emails from others who quietly agree. Everyone’s afraid to stick their neck out publicly, and I get it. I never wanted this to be a public fight either. But my hand was forced. Dylan’s been shaping public perception for a long time, while I…
《加速正在被加速：当ai开始自我进化》 所谓泡沫，不过是线性思考的生物无法理解指数曲线思维错觉；而 RSI，是进一步改变曲线形状的力量。 --- 题记 最近发布的Cloud Opus 4.5，离google发布gemini3和嵌套学习（Nested Learning, NL）范式以及hope框架，不到一周。…
🚨 What really happened to Dylan Patel / SemiAnalysis: 1️⃣ It started when SemiAnalysis started getting sponsored by the hyperscaler ecosystem. Those customers wanted less dependence on NV and more pricing leverage. Once your revenue and access depend on that crowd, your…
SemiAnalysis的行为简直令人如鲠在喉，屏蔽了，感觉所有靠输出观点赚钱的最终都会成以收割公众注意力为导向
🚨 What really happened to Dylan Patel / SemiAnalysis: 1️⃣ It started when SemiAnalysis started getting sponsored by the hyperscaler ecosystem. Those customers wanted less dependence on NV and more pricing leverage. Once your revenue and access depend on that crowd, your…
Burry and Chanos repeatedly going after Nvidia for accounting and other issues just as the NVL72 product supercycle is beginning to ramp is wild. It’s like bearing up on Apple right when the iPhone 3G was first released. Not ideal. There were two clear signs that the NVL72 cycle…
Here's what's going to happen from here: -Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with 72 GPUs in one AI server versus 8 GPUs). It will become one of the largest cycles in technology history,…
網上開始炒作谷歌會以遠低於輝達的價格外售TPU，所以你想跟本猿說： Gemini 自己都缺算力，谷歌也要把自己十年積累的獨門武器 TPU 外售，幫競爭對手： ➡️ 跟輝達壓價、 ➡️ 提高利潤率、 ➡️ 更快做出能幹掉自己搜索引擎的 AI App？😂
Morgan Stanley analyst Charlie Chan stated that he has detected supply-chain signals pointing to increased TPU purchasing in 2027–2028, and based on this, he now expects 5 million TPUs to be produced in 2027 and 7 million in 2028.
A staggering 180GW chasm between planned data center capacity for actual development capacity.
As SemiAnalysis published an article comparing Google’s TPU to Nvidia’s GPU, the free section is overwhelmingly negative toward Nvidia, while the short paid section is more bullish, claiming Rubin will outperform TPU8. I’ve written up my thoughts and shared them. Since I…
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