Buffett's senior apprentice
Long-term Value InvestorSupply chain advantage NVIDIA's "favored son" treatment, priority access to the latest GPUs, building hardware barriers.
AI training efficiency is over 20% higher than traditional cloud providers, offering cost advantages. Deeply integrated with giants like Microsoft, OpenAI, Meta Backed by a strong supporter, revenue certainty is high.
Already achieved economies of scale, possessing a cluster of 250,000 H100/H200 GPUs, holding a leading position in the industry.
But I'm still losing money on this trade 🤣. It shows that at this stage, the AI-related market is relatively more controversial and volatile. Invest cautiously.
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