Jun Ang

If you missed the data center trade last year, here is your chance…geopolitics and incremental export restrictions are adding to the long list of bear arguments, causing outsized pullbacks for data center stocks. Meanwhile, we are ahead of one of the biggest investment cycles in history, which will upgrade our computing infrastructure to accommodate AI applications. Excited to be hosting the AI Data Center Value Chain webinar that will address the following: 🐻 #1 Geo-politics - China has already been depressed for semis 🐻 #2 Mis-match between investment and usage; MegaCaps have to keep investing to stay ahead. B100/200 orders are coming in even larger than the H100/200. TCO (total cost of ownership) is the main driver. 🐻 #3 Bubble? Unlike typical bubbles that get created when expectations run ahead of fundamentals (earnings), in this case, it has been earnings that is driving the upside. We will cover the entire value chain with a focus on bottlenecks such as: - Compute power (GPUs) is still the largest constraint in inference. There is now availability of GPUs (lead times have improved, etc.), but the key is adding compute performance at a low cost. This is where the B100/MI350 come to play. - Memory, Hardware, and Packaging are near bottlenecks to creating more compute, and we expect significant capacity additions in ‘25. - Energy is the long-term bottleneck. Thus far, we have seen DC upgrades and GPUs added in existing sites/locations. Expect several co-location deals in ‘24. We will cover these and more in our Data Center Value Chain Webinar Part II. Save your spot here:us06web.zoom.us/webinar/regist… $NVDA $AMD $ARM $TSM $MU $ANET $APH $MRVL $ETN $VRT $EMR $AZPN $PWR $VST $CEG

⚡️ Excited to share that I am starting an AI+Education company called Eureka Labs. The announcement: --- We are Eureka Labs and we are building a new kind of school that is AI native. How can we approach an ideal experience for learning something new? For example, in the case of physics one could imagine working through very high quality course materials together with Feynman, who is there to guide you every step of the way. Unfortunately, subject matter experts who are deeply passionate, great at teaching, infinitely patient and fluent in all of the world's languages are also very scarce and cannot personally tutor all 8 billion of us on demand. However, with recent progress in generative AI, this learning experience feels tractable. The teacher still designs the course materials, but they are supported, leveraged and scaled with an AI Teaching Assistant who is optimized to help guide the students through them. This Teacher + AI symbiosis could run an entire curriculum of courses on a common platform. If we are successful, it will be easy for anyone to learn anything, expanding education in both reach (a large number of people learning something) and extent (any one person learning a large amount of subjects, beyond what may be possible today unassisted). Our first product will be the world's obviously best AI course, LLM101n. This is an undergraduate-level class that guides the student through training their own AI, very similar to a smaller version of the AI Teaching Assistant itself. The course materials will be available online, but we also plan to run both digital and physical cohorts of people going through it together. Today, we are heads down building LLM101n, but we look forward to a future where AI is a key technology for increasing human potential. What would you like to learn? --- @EurekaLabsAI is the culmination of my passion in both AI and education over ~2 decades. My interest in education took me from YouTube tutorials on Rubik's cubes to starting CS231n at Stanford, to my more recent Zero-to-Hero AI series. While my work in AI took me from academic research at Stanford to real-world products at Tesla and AGI research at OpenAI. All of my work combining the two so far has only been part-time, as side quests to my "real job", so I am quite excited to dive in and build something great, professionally and full-time. It's still early days but I wanted to announce the company so that I can build publicly instead of keeping a secret that isn't. Outbound links with a bit more info in the reply!

1\ On a day where the markets correct Price does not matter in the long term - Today I am truly proud and honored to be part of, and supporting the $FTM @FantomFDN ecosystem. Thank you @AndreCronjeTech @danielesesta for creating ve(3,3) and @solidswap github.com/andrecronje/so…