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16 Aug 2026 1 minute read 0 comments Perfectionist25
When artificial intelligence is mentioned, chip giants like Nvidia immediately come to mind. However, powering these systems requires more than just processors. Power chips that manage electricity, data center infrastructure, industrial software, and...
13 Aug 2026 3 minute read 0 comments Perfectionist25
By 2026, the AI infrastructure market has completely moved beyond the raw hardware power race and entered a strategic phase managed by software ecosystems. While the TFLOPS values of hardware cards are converging on paper, enterprise infrastructu...
12 Aug 2026 2 minute read 0 comments Muhammad Rizqi Musthofa Maruf
Hey everyone, let's talk about what's going on in the market right now. If you've been checking your timeline lately, you probably saw that hot alert from Coin Bureau about Nvidia showing a pretty massive spike in credit risk, getting super close to...
11 Aug 2026 1 minute read 0 comments Perfectionist25
Normally, Amkor is the biggest player in the Made in USA 2.5D middleware technology field. Apple's production needs in Arizona will be met by Amkor; this includes TSMC, Avgo, and Nvidia. As these companies scale up, the company will be in a very good...
8 Aug 2026 2 minute read 0 comments Perfectionist25
Recent price movements in memory markets (especially NAND and DRAM) indicate that the market is in an "extended cycle" shaped by AI infrastructure investments, rather than a classic boom-bust cycle. While cumulative increases exceeding 100% in contra...
2 Aug 2026 2 minute read 0 comments Muhammad Rizqi Musthofa Maruf
Nvidia is making huge waves in the global market by sharing their latest solid financial report. For readers and market observers who follow this tech giant, this quarter proves that the demand for artificial intelligence and the Blackwell architect...
28 Jul 2026 1 minute read 0 comments Perfectionist25
📌 TeraWulf has signed a 20-year data center agreement with Anthropic, projecting approximately $19 billion in revenue. 📌 The Kentucky campus will have a capacity of approximately 401 MW. Initial deliveries are expected to begin in the second half o...
27 Jul 2026 2 minute read 0 comments Perfectionist25
1. Interconnect Technologies (Interconnect / Connectivity) High-speed connectivity (optical + electrical) between GPUs in AI data centers. • $ALAB Astera Labs: Leader in PCIe retimers and CXL, very strong in AI servers.• $MRVL Marvell Technology: One...
25 Jul 2026 3 minute read 0 comments Perfectionist25
Global AI chip sales are expected to exceed $500 billion by 2026. The largest slice of this massive market has long been held by general-purpose GPU manufacturers like Nvidia and AMD. However, as AI models grow and become more integrated into daily l...
18 Jul 2026 2 minute read 0 comments Perfectionist25
Leopold 13G announced in its filing that it acquired 19.9% of the total shares of $SHAZ. This is a very significant investment, as it has acquired almost a fifth of the company on its own. Now let's get to know $SHAZ. $SHAZ is a high-risk company t...
