#ShockwaveIVL’s# clinical evidence is different. Our predictably safe and consistently effective MOA has been validated by nearly 25,000 published patient outcomes across more than 600 scientific publications. To date, we have supported more than 70 company-led and investigator-initiated clinical studies, with an additional 50 planned between 2025 and 2029. Each study is designed to reflect the complex scenarios physicians encounter every day and to generate the clinical evidence needed to support confident adoption of Shockwave IVL. Read this new Cardiac Interventions Today article by our CMO, Nick West, to learn what our relentless commitment to research means for the future of calcium modification:  US Rx only. Safety Info:  availability may vary by country.

#ShockwaveC2Aero# continues to make waves across Northern UK and Ireland! With improved deliverability and a fast procedural flow, Shockwave C2 Aero is designed to reach and treat even the most challenging calcified coronary lesions. These first cases mark more than a launch milestone. They reflect #ShockwaveIVL’s# commitment to innovation and serve as a powerful reminder of what innovation is truly for, making complex care more achievable, consistent, and patient centered. We're proud to stand alongside UK and Irish interventional cardiologists in tackling complex coronary calcium. US Rx only. Safety Info: ​ Product availability may vary by country.

See how #ShockwaveJavelin# can spark better BTK interventions by diving into two #PeripheralIVL# case reviews recently published in Vascular Specialist. Charles Bailey, MD, George Adams, MD and Vanessa Adams, BS, describe in-depth how Shockwave Javelin successfully enabled treatment of heavily calcified BTK vessels, including distal tibial and pedal lesions. Read the article today:  Charles Bailey and George Adams are paid consultants of Shockwave Medical. US Rx only. Safety Info: Product availability may vary by country.

What happens when you compare #ShockwaveIVL# head-to-head with atherectomy in the real world? The results speak for themselves. With 1,005 patients, the ROLLING-STONE Registry is the largest prospective, multicenter study to include a head-to-head comparison of #ShockwaveIVL# and atherectomy in a real-world, all-comers population. The study confirmed strong procedural success and intraprocedural safety with Shockwave IVL. It also demonstrated a favorable 30-day MACE rate and a significantly lower 1-year MACE after propensity score matching compared with atherectomy. Read the full summary:  US Rx only. Safety Info:  Product availability may vary by country.

ZERO Market Flash #003# China's Second AI Shockwave: Is the Market Misreading It Again? Why Cheaper AI May Mean More Infrastructure—Not Less In January 2025, DeepSeek triggered one of the biggest debates in AI investing. The market quickly concluded that if powerful models could be trained with fewer GPUs, future demand for AI infrastructure must decline. NVIDIA lost nearly 17% in a single day, and AI-related stocks sold off across the board. More than a year later, history appears to be repeating itself. Kimi K3 has once again demonstrated that Chinese companies can build highly competitive large language models at significantly lower cost. The market immediately returned to the same question: If AI keeps getting cheaper, will we need fewer GPUs? Ironically, Kimi itself may have provided the opposite answer. Shortly after launch, the company suspended new subscriptions—not because the model had reached its limits, but because user demand had pushed GPU capacity close to its deployment limit. That may be the most important signal from Kimi's release. The first bottleneck wasn't model capability. It was deployment capacity. For the past several years, AI competition has largely been defined by training. Whoever trained larger models with more GPUs was assumed to have the strongest competitive advantage. Under that framework, lower training costs naturally imply lower infrastructure demand. But that assumption depends on one premise: that AI's value is created primarily during training. The more important question is: What happens if cheaper AI leads to dramatically more adoption? A foundation model may be trained once. It may perform billions of inference requests afterward. Over the long run, infrastructure consumption is driven less by training than by continuous deployment. Lower cost reduces the price of each interaction. Growing adoption increases the number of interactions. If usage grows faster than cost declines, total infrastructure demand can continue to expand. That is why Kimi's GPU capacity announcement may matter more than the model itself. The market focused on lower training costs. Reality exposed growing deployment demand. This also gives new context to SK Group Chairman Chey Tae-won's observation that the memory industry may gradually shift from a Price-driven cycle to a Volume-driven one. If AI deployment continues to expand, future industry growth may depend less on rising prices and more on rising deployment volumes. Kimi's capacity constraints do not prove that transition has already happened. They do suggest that AI competition is beginning to extend beyond training and into deployment. One year ago, DeepSeek forced investors to rethink training costs. Today, Kimi may be forcing investors to rethink deployment demand. Training creates models. Deployment creates industries. — This article reflects personal research and opinions only and should not be considered investment advice. Please conduct your own research before making investment decisions. ZERO Good is not good enough for conviction.
Only the best deserves concentration. Scientist · Doctor · A9 Investor Search Tags #AI# #ArtificialIntelligence# #GenerativeAI# #LLM# #KimiK3# #MoonshotAI# #DeepSeek# #Inference# #Deployment# #Training# #AIAgents# #GPU# #NVIDIA# #Memory# #HBM# #Semiconductors# #AIInfrastructure# #SKHynix# #Micron# #SNDK# #TechInvesting# #ZERO#