The core theme of this market cycle is AI, which is divided into two parts: hardware and software.The hardware sector is primarily represented by the NVIDIA supply chain, with NVIDIA being the main representative in the US stock market. Here, we focus on optical modules (e.g., NewEase, Shenghong Technology, Zhongji Xuchuang), servers (e.g., Industrial Fulian, … Read more
Hello everyone, I am Xiao C. Looking at today’s market, if you only focus on the indices, it seems like a festive and harmonious scene; however, for those engaged in short-term trading, today might feel quite bland, even a bit “chilling”. In summary, today’s market can be described as:the indices are setting the stage, but … Read more
In 2024, the term “AI” was ubiquitous in all new 3C digital products, specifically referring to large AI models. Conversely, large AI models are also inseparable from hardware, as any new product must address three critical questions: What is the practical application scenario? How will it be accepted by the market? And how will it … Read more
OpenAI is currently collaborating with Apple’s former Chief Design Officer Jony Ive to develop AI hardware. Many employees at Ive’s design firm LoveFrom come from Apple. However, since OpenAI acquired Ive’s AI startup io for over $6 billion, many ordinary engineers from Apple’s hardware department have also become targets for poaching by OpenAI. In just … Read more
At the critical juncture where the AI industry transitions from technological fervor to commercial implementation, the “reversal of the application ecosystem dilemma” has become the key to breaking the deadlock. Following the emergence of the pattern of “West Google, East Alibaba,” marginal changes in the industry are confirming a trend:AI infrastructure’s massive investment will ultimately … Read more
A few days ago, a friend asked me how much it would cost to learn PLC. We discussed a lot, and I summarized it as follows! Different learning paths have completely different prices and time commitments: Path 1: Self-learning Software Only (Lowest Cost, Approximately 0 – 500 Yuan) This method is suitable for self-disciplined learners … Read more
In the era of artificial intelligence (AI), ASIC (Application-Specific Integrated Circuit) has emerged as a critical component driving computational power. Unlike general-purpose processors, ASICs are designed for specific applications, providing enhanced performance and efficiency. As AI applications continue to grow, the demand for specialized hardware like ASICs is increasing. These chips are optimized for tasks … Read more
Recommended public account to follow ↓ Have you ever seen a computer the size of a credit card? It can transform into a retro gaming console to relive childhood memories, set up smart surveillance to protect your home, and serve as an entry-level tool for learning programming. This globally popular “pocket black technology” is the … Read more
The wave of AI is fundamentally rewriting the development logic of consumer hardware. The smartphone, once the absolute core, is no longer an isolated terminal protagonist but has diverged into two distinct evolutionary tracks: one extends outward, using the smartphone as a hub to connect various AI peripheral hardware, unleashing the full-scene capabilities of large … Read more
Last time we returned: After the operators’ rectification, five PCDN questions from readers! The fifth one is a pitfall for almost everyone. Once upon a time, edge computing boxes were hailed as the “nervous system of intelligent everything,” a star in the industry’s digital transformation. However, observant practitioners have noticed that the once-boisterous market sounds, … Read more
