Huang stock recommendation of any specific stocks is extremely inappropriate. But expressing industry views does not mean recommending individual stocks. These are two different things. All prudent business leaders should avoid it. Have you ever heard Buffett publicly recommend a particular stock? To my recollection, zero.
Tag: NVDA
Nvidia RTX Spark destined to fail
RTX Spark is destined to fail. There’s no need for time to prove it; anyone with even a basic understanding of the industry or common sense knows the outcome. There’s no need to wait or look at market sales reports six months from now.
CPO Optical Transmission inevitable is changing data transmission
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.
TSMC CEO appalling remarks on Chinese robots, inferiority to nVidia Huang, What about Taiwan’s robotics?
In the speech at Asia University’s 25th anniversary celebration, TSMC CEO appalling remarks on Chinese robots: Chinese robots jumping around are “useless, just for show,”
The role Morris Chang play during TSMC establishment?
On February 1, 1987, he organized the TSMC, a joint venture between Philips of the Netherlands and ITRI, and served as Chairman and President (CEO). According to Morris Chang, when he was developing the foundry model, he invited Intel to become a shareholder, but Intel always insisted on IDM and was not taken seriously.
Portfolio of Nvidia investment empire
Nvidia investment empire, in Nvidia’s August 2025 financial report showed it currently holds $4.33 billion in publicly traded stocks
China ditch US AI chips and decides to go its own way
China ditch US AI chip, Beijing has required Chinese tech companies to justify orders for H20 chips, promoting domestic alternatives like Huawei and Cambricon. Bloomberg reported that relevant ministries recently issued a notice to domestic companies, advising them to avoid using Nvidia’s H20 chips, designed specifically for the Chinese market, particularly in government and critical infrastructure sectors.
AI inference chips vs. training chips
AI inference involves unique algorithms designed by each manufacturer, it must be customized. Customized chips are essentially ASICs, so AI inference chips are primarily ASICs.
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.