推文

@LIWEI_TWCapital · 2026-10-17 21:30

Liwei team’s field trip notes from OCP 2026. The more expensive the AI rack, the more expensive the wait. UBS models 5M AMD Venice CPU shipments in 2027. Citi sees a potential $300B CPU market by 2030. Agents need CPUs to execute tasks and memory to keep their data available. Optical connections, 800V power and liquid cooling help determine how much compute those racks can sustain. We connect our on-site observations with company announcements and bank research, examining product readiness, customer qualification and the path to volume deliveries and supplier revenue. Our four-minute walkthrough, with English narration and Chinese subtitles 👇

曝光 1666 · 评论 0 · 点赞 16 · 书签 5 · 曝光/时 1433.7766381997212