(The following is for past case studies only / Investment involves risks / Caution is advised when entering the market) The most certain main line in the A-share market this week is not storage chips, but the full-scale expansion around NVIDIA’s supply chain. Covering everything from CPO to PCB, from liquid cooling to AI power … Read more
The company that has entered both the NVIDIA and AMD supply chains to provide high-speed connectors for humanoid robots is “Dingtong Technology” (688668.SH). Below are detailed explanations, along with another highly relevant alternative company for your reference: Dingtong Technology Core Logic Matching Points: 1. Entering the AMD/NVIDIA supply chain to provide high-speed connectors: This information … Read more
Let’s start with the first article, focusing on NVIDIA, the highest-valued company in the world. Starting at the end of 2024, NVIDIA’s latest GB200 chip will cost over $70,000 per unit. This is just the price of the chip itself—if you want to buy a complete GB200 system with eight chips and interconnect devices, the … Read more
Subtitle: From Technological Blockades to Market Backlash, the Deep Changes Behind NVIDIA’s Loss in China Shocking Declaration: Jensen Huang’s “0%” Moment In mid-October 2025, Silicon Valley, California, an otherwise ordinary investment forum was shaken by a single statement that reverberated throughout the global tech community. NVIDIA’s founder and CEO Jensen Huang, in a conversation with … Read more
Tesla CEO Elon Musk revealed during a conference call today that TSMC and Samsung will participate in the design work for Tesla’s AI 5 chip. “We will not replace NVIDIA.” The AI5 chip is used to power the autonomous driving and robotics product lines. Previously, he stated that the performance of the AI5 chip is … Read more
NVIDIA Rubin CPX Solution’s Incremental Impact Analysis on PCBs and Equipment Materials NVIDIA has introduced the Rubin CPX solution (full name: Rubin NVL144CPX cabinet) based on the existing Rubin and Rubin Ultra solutions. The core design integrates 36 CPUs and 144.6 GPUs in a traditional cabinet, with an additional 144 CPX GPU chips to handle … Read more
Recently, the public account has changed its rules, and articles are no longer pushed in chronological order. If you do not want to miss articles from the “Thinking Summary Account“, please set it as a “star” and frequently click “See”, thank you for your support! This public account is a backup account for the “Thinking … Read more
Introduction This is a deep troubleshooting guide for Linux users, especially those using distributions like Pop!_OS and Ubuntu. It is based on a real experience of a system ’emergency’ that lasted several days, triggered by an interruption during the installation of NVIDIA drivers. We will start from the initial ‘unable to boot’ situation and peel … Read more
The Chinese technology company Alibaba Group has officially released its first self-developed artificial intelligence chip, marking a significant breakthrough for domestic enterprises in the high-end AI computing power sector. This chip adopts an advanced architectural design, primarily targeting cloud-based AI inference scenarios, achieving industry-leading levels in key metrics such as energy efficiency and computing density. … Read more
NVIDIA has given a positive evaluation of the factory audit and mass production in Thailand. The first version of the COWOP samples has been delivered for testing. Unimicron has used M8 material for the panels sent to Taiwan’s Nanya Technology for verification. The flatness of Unimicron’s samples is good, but the yield is low due … Read more