＂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.
Tag: HPE
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 famous Chinese founder and CEO of semiconductor companies
A large proportion of Chinese descent in world top chip companies, But you may have discovered the proportion of leaders of global semiconductor companies from mainland China is very low. Why?
HPE expertizes on enterprise technology services
HPE was formerly the enterprise product division of HP. In November 2015, it was split from Hewlett-Packard, and the two companies became independent companies. The companies were listed separately.
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.
How does the resurrected Dell make money?
Dell is involved in almost all device products in the electronics industry, personal computers, servers, data storage devices, network switches, mobile phones, software, enterprise information services, printers and computer peripherals.
Supermicro, a repeat offender of scandals, valuation is not justified and unsustanable, no worth for long-term holding
Supermicro has absolutely no autonomy in its business, no moat, ultra-low profit margins, and has been involved in negative scandals “repeatedly”. Competitors are too powerful—it is not recommended to hold it.
Data center, a rapidly growing semiconductor field
A data center is not a chip, it is a suit of solution.
Deep dive on Snowflake’s competitiveness
A few days ago, I had a post on Snowflake “What company is Snowflake owned by Buffett? Where is its value?”. This is affiliated article to deep dive on on Snowflake’s competitiveness
“The Power Law”, best book for Silicon Valley VC histry
Book “The Power Law” you should read this book if you want to have a deep understanding of the technology industry in the United States and the venture capital industry. This book can be said to be the most complete, clear, and easy-to-read book I ever read in this area.