qinbafrank
Investor in AI、Crypto、TMT，跟踪最前沿科技趋势、野生宏观政经观察、研究全球资本流动性、周期趋势投资。记录个人学习和思考，经常出错常态掉坑爬坑。
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The underlying logic of bottleneck transmission in the AI ​​computing power industry chain
The bottleneck in AI computing power is shifting from GPUs to HBM storage, optical interconnects, and then to liquid cooling, accelerating the reshaping of the industry chain's value. Storage prices have surged by 246%, while the power shortage exceeds 100 gigawatts, prompting investment banks to strongly promote new investment themes.
qinbafrank
Bernstein's 97-page research report breaks down: In the battle for AI data center connectivity, who will be the real winner in 2026?
Bernstein's 97-page in-depth report: AI data center connectivity replaces computing power as a new bottleneck; copper-optical interconnects will coexist for a long time; CPO direction is clear but large-scale deployment will not occur until after 2028; more certain performance in 2026 will be in PCB, ABF, LPO/NPO and other segments.
qinbafrank
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