Note: NVIDIA AI Grid & Telco Edge Compute Opportunity
Summary
* NVDA's ambitious AI grid project in Japan, backed by
NVIDIA
Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks
Summary
* Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)
Summary
* In Part 2 of the SysMoore series we compare the different
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
Supermicro (Pt.1) - Understanding SMCI's Differentiation Vs. DELL & ODMs
Summary
* This is a three-part report on Supermicro. Part 1 discusses its