KawzInvests
@KawzInvests
Research-focused. Photonics. AI. Defense. Tech. Space.
Optic Supercycle. NFA DYDD
Joined October 2021
452 Following 115.5K Followers
$NVDA Vera CPU partner list from GTC Taipei.
Early Adopters: OpenAI, Anthropic, SpaceXAI
Cloud: $NBIS $ORCL $CRWV
Manufacturing: $DELL $HPE $SMCI $SNX
Taiwan ODMs: Foxconn, Quanta, Wiwynn, Wistron, Gigabyte, ASUS, Compal, Pegatron, Inventec, MSI
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