computex

COMPUTEX is just around the corner, and a lot of people still think it’s just a computer show, but it’s definitely not that anymore. It’s more like an AI arms expo now.
Every year around this time, funds are already TMD positioning themselves in the AI chain. They don’t wait for Jensen Huang to hit the stage; they start stacking up even before he opens his mouth.
I’ve laid out a few directions and I’ll share my own thoughts, just for reference.
AI servers are definitely still the main line, nothing much to elaborate on there.
Right now, it’s not just about selling a single GPU; it’s about selling entire racks and server rooms. Back in the day, you'd go to the computer market to build a rig, but now you’re just taking the whole computer market home. 😃