“Training a large model costs tens of millions of dollars in computing power,” “GPU server prices have doubled and are still hard to obtain,” “Half of the GPUs in the cluster are idle but cannot be scheduled”—this reflects the most genuine computing power anxiety in the current AI industry. As the industry struggles with computing … Read more
On November 22, at the 2025 Thunderobot Cup ACL National University E-sports Elite Competition Beijing Division Finals, Thunderobot officially launched its first domestic chip gaming host – the Black Knight: Hunter Pro. This host is equipped with the Haiguang C86 next-generation processor, featuring 16 cores and 32 threads, 32MB of L3 cache, and supports leading … Read more
Currently, the PCB equipment market is undergoing a third round of capital expenditure expansion driven by the demand for AI computing power. Companies are experiencing a dual-track development trend of “high-endization + regional restructuring.” The specific trends are as follows: 1. The pace of capacity expansion has significantly accelerated. In the first three quarters of … Read more
For those whohave been tracking industry trends for a long time, especially friends deeply involved in the AI hardware sector:there is no need to overly concern yourself with the fluctuations of short-term market sentiment and the timing of realizations;there is no need to be overly fixated on the changes in the structure of holdings;and there … Read more
On November 17, 2025, the semiconductor industry witnessed another significant merger: Unisoc International, a subsidiary of Unisoc, plans to acquire 1.8% of the shares of H3C for $128 million, further increasing its stake; on the same day, Puran announced it would acquire a controlling stake in Noah Changtian for 144 million yuan, indirectly gaining control … Read more
Zhongfu Circuit (300814) is a PCB manufacturing company. Today, the company’s stock hit the limit up20%, marking atwo-day consecutive limit up. The reason for the surge is clear. The core catalyst is thesustained explosion in AI computing power demand. Recently, NVIDIA’s financial report performed well, with strong demand for AI chips, directly boosting the entire … Read more
Follow | Set the corner as ★, dissect business insights Introduction Long-term observation of the US, Hong Kong, and A-share markets reveals that the core driving force behind capital markets and wealth growth has never been short-term interest rate hikes or market volume fluctuations, but rather technological advancements that drive epochal changes. From the internet … Read more
1. Policy Background and Market Impact The Trump administration is set to launch the “Genesis Plan” to boost AI development while pressuring Congress to veto the GAIN AI Act, which restricts AI chip exports. NVIDIA, as a core beneficiary, is expected to expand its global market share. The combination of these two policies will stimulate … Read more
As more people view “computing power” as the “steel and grain” of the new era, we have already stepped onto a broader timeline: from the ancient connection between civilization and energy to a new game between artificial intelligence and power supply. This thread not only concerns technology but also points to the fundamental question of … Read more
What is PCB? The full Chinese name of PCB is Printed Circuit Board, which literally means a board printed with circuits. It can replace wires and serves to connect various electronic components. On the PCB, the yellow part is copper foil, which is conductive, equivalent to the core of a wire, while the green part … Read more