POPA Recon1/ Assuming that the market reflects the "bottleneck value" of GPU, power and memory, it is time to think about what to do for further…
1/ Assuming that the market reflects the "bottleneck value" of GPU, power and memory, it is time to think about what to do for further upsides. The above three sectors will be on the right track for long-term views, but I think a new sector could emerge that outperforms the above three from the current phase 2/ Connectivity problems continue to be a problem. You need to not only pay attention to simple CPO companies but also study how they contribute to the AI industry to increase the size of the convention. They are dream-selling companies because the basis for the start itself is low 3/ CP…
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