INDUSTRY ANALYSIS
AI Servers analysis
Explore companies, technologies and supply chains. English translations are published in batches, with the original sources and dates preserved.
NVIDIA Vera Rubin’s “Cable-Free” Design: Three Interconnect Layers and a Changing Supply Chain
Claims that “Vera Rubin computers do not use optical cables” conflate cable-free modular compute trays with the rack’s NVLink 6 copper backplane.
CoreWeave’s Stock and Bond Rout: Why Investors Are on Edge
As AI infrastructure moves from buying chips and signing long-term contracts to scrutiny of cash flow and debt-service capacity, capital markets are changing how they value the sector.
Vera Rubin Supply Chain Update After OCP 2026
Vera Rubin is driving demand for high-voltage DC power distribution, liquid cooling, and advanced passive components, but specification upgrades, supplier qualification, and revenue growth follow different timelines.
Why M9/M10 and CPO Are Advancing Together: Material Demand in Next-Generation AI Servers
CPO shortens high-speed electrical connections between switch ASICs and optical engines, but that does not mean AI servers can dispense with low-loss PCBs.