这是用户在 2024-11-22 4:52 为 https://substack.com/home/post/p-151982951?source=queue 保存的双语快照页面,由 沉浸式翻译 提供双语支持。了解如何保存?

Note

Former VP at $ADYEN discusses the Platforms business and its competition with Stripe:

Director at Micron discusses the memory wall and how HBM got developed:

Vertiv share price went vertical last night due to the 1000kW AI GPU rack system it talked about…..Here is how the 1MW Rubin Ultra rack system look like:

Former director at Micron gives a brief overview of the history of the competitive landscape in the memory industry (Tegus):

Semiecosystem
Platform Aeronaut
Clark Square Capital's Ultimate Value
N. Baratte - TechStock01
Digital Asset Research
China Daily Reads

A software pick in the supply chain space with a 25% IRR

A Software Pick to Accelerate the Supply Chain

Director at T-Mobile goes through all the areas where they are applying AI in their organization (Tegus):

TMT Breakout