HotAisle

X · 64 atoms · 2026-03-05 → 2026-06-29 · 信用档先验 cred3

🟦 fact 37 · 🟥 take 27 · stance ▲8/▼16/◆2

覆盖实体 (top 10)

• Cerebras — 4 atoms
• Mojo — 4 atoms
• AMD — 3 atoms
• Modular — 3 atoms
• HotAisle — 3 atoms
• Super Micro Computer — 2 atoms
• NVDA — 2 atoms
• QCOM — 2 atoms
• SemiAnalysis — 2 atoms
• Apple — 2 atoms

话题分布 (top 8)

毛利率 (3) · 收购影响 (3) · 矿机历史 (3) · GPU寿命 (2) · 企业并购 (2) · 产品优先级 (2) · 供应链博弈 (2) · 内存带宽 (2)

样例 atoms

• 2026-06-23 · HotAisle GPU · Our GPUs are 2.5 years old. We're full.
• 2026-06-23 · H100 GPU · H100's are even older and everyone is sold out.
• 2026-06-25 · SemiAnalysis · Wei Zhou just filed his opposition to SemiAnalysis’ motion to compel arbitration. Sounds like he has good points that SA's lawyers missed completely.
• 2026-06-26 · 投资者 · people who are now 40%+ under water, thinking this was a good investment
• 2026-06-29 · AMD GPU for AI · AI amd gpu 2023

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