Due to the supply shortage in AI data center construction, there’s also a shortage of CPO optical transmission modules. With few suppliers to begin with, market demand is booming and is unlikely to cool down in the short term.
Tag: CSCO
Cisco, ex-biggest company, the representative of dot-com bubble
Cisco (ticker: CSCO) was founded in 1984 by a pair of computer scientists from Stanford University, Leonard Bosack and Sandy Lerner.
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.
How ServiceNow, corp worflow, best share performing in past decade, makes money?
ServiceNow, with such performance, among the large listed software companies in the US stock market, the performance of the stocks I track should rank among the top.
What are silicon photonics? Why it’s important? and current progress
Silicon photonics technology is a technology that integrates optical components such as laser devices with silicon-based integrated circuits to achieve high-speed data transmission, longer transmission distances and low power consumption through light instead of electrical signals. Additionally, it provides lower latency.
How Arista, the nemesis of Cisco’s monopoly, makes money?
Arista’s core main technology, EOS, is Arista’s network operating system. It is an independent image that can run on all Arista devices and virtual machines.
ASIC market is getting bigger, and related listed companies in the US and Taiwan
650 Group estimates that the data center customized chip market will grow to $10 billion this year and double by 2025, while Needham analyst Charles Shi said that by 2023, broader customization ASIC market is worth approximately US$30 billion, accounting for approximately 5% of global annual chip sales.
How perform well and high growing CrowdStrike makes money?
CrowdStrike’s main competitors Palo Alto Networks and Fortinet have solutions that focus on network security protection in the old era, while Zscaler focuses on Cybersecurity in the cloud.
How does the all-powerful Huawei make money?
No company in modern corporate history has ever won this honor. You can imagine the importance of this enterprise. The United States has discovered the signs of Huawei’s development. For the first time in history, the Department of Defense replaced the Department of Commerce to supervise Huawei.
Should investors chase the ESG?
I personally advise investors, especially if you are a retail investor, not to follow the frenzy. Don’t chase the ESG trend, honestly invest in your ETF tracking the maket index, and active investors should study the fundamentals of your individual stocks. Don’t pay attention to hyping ESG-related ETFs or claiming that a certain stock is an ESG concept stock, these will not help you.