Rickawsb

Recently, the AI chip darling that submitted an IPO—Cerebras—has become a sensation in Silicon Valley.
Its chips, in small model scenarios, can achieve inference speeds up to 20 times that of H100; for ultra-large models (such as 400B parameters), the response speed of the Cerebras CS-3 system for a single user is about 2.4 times that of B200.
So how exactly does Cerebras do it? Will it become a NVIDIA killer?
We need to start from the essence of computing power evolution.
The evolution of AI computing power is shifting from “raw compute” to “communication and system architecture.” On

Weekend Deep Dive: Analyzing the Position, Boundaries, and Endgame of Independent Laser Players from the Trends in CPO + ELS Light Sources
AI computing power bottlenecks are shifting from computation to bandwidth. As GPU scale expands, inter-node communication approaches an N² growth pattern, with electrical interconnects reaching power and distance limits, turning optical interconnects from an "option" into a "necessity."
In this process, CPO (Co-Packaged Optics) and ELS (External Laser Source) are beginning to reshape the industry chain: lasers are being separated from module internals a

New record! What impact will a 15-year ultra-long-term power contract for a city-level population of 200k have on the upstream and downstream of AI data centers?
Applied Digital Corporation (apld) announced today that it has signed a 300MW, 15-year long-term contract worth approximately $7.5 billion with a U.S. investment-grade hyperscaler.
The stock price surged nearly 20% in response.
The 300MW scale is already close to the load of a city with a population of 200k, and the 15-year term clearly exceeds traditional data center contracts; moreover, the capacity-locked model is different f

United Rentals (URI), reported earnings yesterday, surged over 20% today!
This is a support that the market has overlooked in the big cycle of AIDC's frantic race for computing power—these massive entities rely on heavy logistics.
1. Performance Summary: Record-breaking, upward guidance
URI delivered a perfect score this quarter:
Revenue and profit: Total revenue of $3.99B, adjusted EPS of $9.71.
Core efficiency: Rental profit margins have continued to rise after excluding special factors, with fleet productivity increasing by 2.3%.
Shareholder returns: Returned $500 million through buybacks a

United Rentals (URI), reported earnings yesterday, surged over 20% today!
This is a support that the market has overlooked in the big cycle of AIDC's frantic race for computing power—these massive entities' "heavy logistics."
1. Performance Summary: Record-breaking, upward guidance
URI delivered a perfect score this quarter:
Revenue and profit: Total revenue of $3.99B, adjusted EPS of $9.71.
Core efficiency: Rental profit margins have continued to rise after excluding special factors, with fleet productivity increasing by 2.3%.
Shareholder returns: Returned $500 million through buybacks and di

Lam Research Earnings Preview
The key point of the upcoming LRCX earnings report is actually about where LRCX stands in the AI cycle and how its changes will transmit through the entire industry chain.
LRCX is not a simple equipment company but a typical beneficiary of process complexity.
The changes brought by AI are not just increased computing power demand, but a rapid rise in the complexity of the chip manufacturing process itself: increased stacking layers in HBM, deeper TSV etching difficulty, the number of layers in 3D NAND approaching physical limits, and 2nm/GAA 3D structures.

BWX Technologies recently announced the acquisition of Precision Components Group. This is an expansion of production capacity—adding 500,000 square feet of factory space and more than 400 skilled workers—which, amid a cycle in which nuclear energy demand is being restarted, guarantees stable manufacturing delivery capabilities.
Nuclear energy is entering a new upswing cycle. The growth in electricity demand brought by AI, combined with policy-driven support for small modular reactors (SMRs) and a transition in energy mix, has once again put nuclear power in the position of a “stable baseloa

My Claude Opus is 4.7.
Everyone should be using it now?

Everything is code, whether software or hardware.
Even someone as powerful as Elon Musk cannot change the trend.