Wow that was amazing, I learned a lot, 3 very interesting articles and then related to each other. You connected all the dots very well. I liked your 1st and 3rd the most because I didn't know much about cloud and datacenter.
These 3 for shure will play a very important role in the next decade(s)
Great conclusion, it all points to the semiconductor space, because that's where it starts.
How will ±400V HVDC change the industry?
Awesome Eric, such a good overview, where does Astera Lab ($ALAB) sit in this ecosystem, or does it?
https://www.febspot.com/video/2531894
https://www.febspot.com/video/2531894
https://www.febspot.com/video/2531894
https://www.febspot.com/video/2531894
Great primer on data centers! Insightful breakdown of compute, networking, and storage markets.
Wow that was amazing, I learned a lot, 3 very interesting articles and then related to each other. You connected all the dots very well. I liked your 1st and 3rd the most because I didn't know much about cloud and datacenter.
These 3 for shure will play a very important role in the next decade(s)
Great conclusion, it all points to the semiconductor space, because that's where it starts.
Best to keep an eye on all 3.
👏👏👏
Thanks Robin!