How does Applied Digital make money?

Applied Digital is able to build a next-generation data center that supports the demands of artificial intelligence and high-performance computing. Its key features are high efficiency, scalability, and low energy costs. Electricity prices in North Dakota, where the company is based, are 24% lower than the national average, significantly reducing operating costs and enhancing its competitiveness.

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.

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