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.
Tag: IBM
Top vendors and uses of GPU
2006, Hinton and his student Simon Osindero published an important paper “A Fast Learning Algorithm for Deep Belief Nets” recommends using GPU to increase the speed of training neural networks.
How low-key Marvell makes money?
Marvell was the sixth largest professional semiconductor designer in the world by revenue at the end of 2023.
Mong-Song Liang, the hero of SMIC’s breakthrough in US blockade
Almost all Taiwan’s media circles label Mong-Song Liang a traitor, which I really disagree with. History will give Mong-Song Liang a fair justice. He is the biggest contributor of Samsung’s 14nm, SMIC’s 20nm, 14nm, 7nm, 5nm and beyond
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 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.
How does database monopoly Oracle make money? What are the prospects?
Missing out on cloud computing has created a serious disconnect between the former second-largest software company and the mainstream software market, which has also affected Oracle’s stock price performance in the past two decades.
Average lifespan of companies
The average lifespan of listed companies in the U.S. stock market is about 20 years
The companies Buffett owns more than 20%
There are no technology stocks in the list of companies in which Buffett holds more than 20% of his shares. Why? What is the commonality? The significance of holding more than 20% of shares, several cases of Buffett holding large shares