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U.S. Drafts Global AI Chip Export Controls!
US mulls new global AI chip export curbs, license required for shipments; draft rules target NVIDIA, AMD exports worldwide. Policy in flux, may impact…
6 hrs ago
•
Meng Li
4
2
Broadcom Drops a Hundred-Billion Dollar Bombshell!
Broadcom's earnings ignite AI investment debate: Copper vs. CPO truth revealed.
Mar 5
•
Meng Li
6
2
CPO Boom on the Horizon, Optical Modules Enter 'Arms Race'
NVIDIA locks CPO capacity with Lumentum, Coherent. Optical modules become next HBM as AI shifts from chip race to system efficiency war.
Mar 3
•
Meng Li
12
5
NVIDIA 2026 Earnings Preview Forecast
NVIDIA earnings preview 2026: Analysis of four key questions beyond Q4 numbers, covering data center growth, inference demand, Rubin architecture, and…
Feb 25
•
Meng Li
11
1
From GPU to Fiber: Why U.S. Optical Module Giants Are Surging
AI hardware shift from GPUs to optical modules as compute bottlenecks drive demand for high-speed interconnects, reshaping market valuations.
Feb 23
•
Meng Li
18
4
AI's Final Exam: Software Crashes, Nvidia Reports
Wall Street in 2026 faces a software crash and Nvidia earnings. Can AI spending survive the profit squeeze and hardware shift? The market awaits the…
Feb 22
•
Meng Li
11
6
AI boom sparks once-in-a-lifetime storage super cycle
AI storage supercycle: Phison CEO reveals NAND flash shortages, 3 year prepayments, and 200 EB demand from NVIDIA Rubin alone.
Feb 20
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Meng Li
14
3
AMD and Nvidia rivalry is entering a more brutal and real stage
Nvidia dominance challenged as AMD gains ground in AI compute. Arista data reveals a market shift from technical monopoly to rational competition…
Feb 17
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Meng Li
13
2
Nvidia's Biggest-Ever Funding Round Incoming
Nvidia nears $20B OpenAI investment in historic $100B funding round alongside Amazon and SoftBank, valuing the AI leader at $830B.
Feb 4
•
Meng Li
8
4
CES: Nvidia’s Rubin Cuts AI Inference Costs 10×
NVIDIA Rubin GPUs slash AI inference costs 10x, debut at CES 2026.
Jan 6
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Meng Li
7
3
TPU Rampage: 120% Surge, 4× Speed—Nvidia in Peril?
Google TPU vs Nvidia GPU: 4× price-perf, 65% cost cut. Is the AI king’s moat gone?
Dec 9, 2025
•
Meng Li
9
3
NVIDIA CUDA Receives Its Biggest Update Ever!
CUDA 13.1 drops: Tile model, Green Contexts, 2× FP64 cuBLAS, rewritten guide—NVIDIA calls it “biggest CUDA update ever.”
Dec 7, 2025
•
Meng Li
10
5
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