Dolphin Research insights
$Amazon(AMZN.US) AWS is not trying to beat Nvidia, AMD, or Google. Much of the networking hardware is off-the-shelf, so …$Amazon(AMZN.US) NVIDIA's GB300 houses 72 GPUs in a single cabinet with full all-to-all connectivity. Any two chips are …Red-hot CPI, Anthropic's ARR 'original sin', Xinyun funding at risk: Will AI bets get 'chopped' in a triple whammy?ASML: Lithography tool capacity tightens. How soon before price hikes?$Amazon(AMZN.US) $Alphabet(GOOGL.US) Google can reach nearly 10k accelerators with direct connect. Why didn’t AWS stay o…GOOGL's Gemini 4 Argon enters at a low price; ASML earnings steady but guidance cautious | Daily News RecapASML 3Q26 First Take: results were broadly in line, with revenue and GPM meeting prior guidance. Quarterly growth was dr…AMAT Trans: 2030 target to add 2ppt WFE share; GPM to 54%.Tencent, BABA, ByteDance: Who will call the shots in AI productivity?$Amazon(AMZN.US) In an industry racing to scale up, AWS has remained restrained. On scale-out clustering (linking multi-…AI Portal War 2.0: Tencent, BABA or ByteDance — who is the hidden champion in AI productivity?Semis sentiment cools, memory leads declines; META unveils Muse Wonder, racing ahead in AI apps | Daily News Recap$Amazon(AMZN.US) PCIe was built to connect peripherals to CPUs; single lanes are slow and lane counts are limited. With …AWS paired its in-house AI chip Trainium (Trn) with a proprietary interconnect protocol called NeuronLink, positioned ag…AWS builds its net by buying: who are Trn3's pick-and-shovel suppliers?AWS opts for simplicity: can modular, plug-and-play networking deliver?Cerebras: Wafer-scale 'monster' chip—can it challenge NVDA?SK hynix: Can LTAs smooth the cycle? How far can valuation go?OpenAI's 20bn revenue gap sparks uproar; real impact looks limited — a sentiment false alarm.How the memory race ultimately ends comes down to one question: will AI be more constrained by capacity or by bandwidth?…