Note: NVIDIA AI Grid & Telco Edge Compute Opportunity
Summary
* NVDA's ambitious AI grid project in Japan, backed by
AI inference
Supermicro (Pt.1) - Understanding SMCI's Differentiation Vs. DELL & ODMs
Summary
* This is a three-part report on Supermicro. Part 1 discusses its
Notes: Equinix - Navigating The Data Center Landscape In The Era Of GenAI
Summary
* Equinix excels in carrier hotels offering premium connectivity, while Digital Realty