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2026-01-16 00:57:28
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Global Technology Research | AYZ | Substack Global Technology Research Subscribe Sign in Home Notes Chat VIP Memberships Archive Leaderboard About The Minerva – An Introduction of Meta ASIC Server Design, and its JDM Celestica (CLS US) Last month, I posted a note on Substack asking readers whether they prefer me to write more about technical details or investment targets in my… Apr 1 • AYZ 19 Share this post Global Technology Research The Minerva – An Introduction of Meta ASIC Server Design, and its JDM Celestica (CLS US) Copy link Facebook Email Notes More 12 Latest Top Discussions What’s Going on in China AI? Deepseek, Manus, and their Impact on NVIDIA (NVDA US) Demand I am not an AI algorithm engineer, but the recent developments in China's AI models—from last month's rising star, Deepseek, to this month's newcomer… Mar 12 • AYZ 18 Share this post Global Technology Research What’s Going on in China AI? Deepse...
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