source avatar踏空哥 Sidelined Capital

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One interesting detail in this round of upstream AI discussions: everyone is no longer just focusing on GPUs—they’re now digging into finer details like MLCCs, HBM, data center power consumption, and compute reselling. While model news continues to emerge, the Asian market seems more focused on asking: What specific components and engineering deliverables are bottlenecking an AI server?

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