How Astera Labs, AI high-speed transmission expert, make money?

Astera Labs specializes in connectivity solutions for data center-centric systems, including cloud computing, artificial intelligence and machine learning. Its products optimize data flow and performance in servers, GPUs and AI accelerators, addressing bottlenecks in high-performance computing environments.

A must-read for Nvidia investors"The Thinking Machine"

"The Thinking Machine" is about the founding history of Nvidia, Jensen Huang personal biography, and how Nvidia evolved and grew into the world’s most important chip manufacturer. The author actually interviewed hundreds of people who were directly related to the founding of Nvidia or Huang Renxun at the time, and all of them are first-hand interview records. If you are an investor in Nvidia stocks, it is recommended that you take the time to read this book.

Why Meta share outperform peers in recent years?

In the storm of DeepSeek that hit American listed artificial intelligence companies hard, Meta was at the center of the storm. Among the major listed artificial intelligence companies, Meta was one of the very few stocks whose stock price not only did not plummet but also hit a new high.

The value of Palantir, pros and cons of Palantir investment

Palantir’s reliable revenue, it has long relied on bids from the U.S. government and a handful of Western allies that are very close to the United States. Palantir’s top management certainly knew the urgency of this issue, so they began to use their own advantages to establish relationships with business partners, hoping to change the single nature of the company’s business and expand the company’s products to customers outside the government, or to Application scenarios other than military and national security.

Chinese AI progress and top companies

Chinese AI is not just DeepSeek. Nearly half of the world’s top AI researchers come from China, and only 18% come from the United States. China owns 65% of the world’s artificial intelligence patents.

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