I have been a bit busy lately, but found Abel99's post on the Luxshare Nvidia relationship very interesting for Poet. This article was posted a few weeks back and I linked it below.

Here's an excerpt:

As per the same report, Luxshare has revealed in its investor conference records that it has developed solutions corresponding to the NVIDIA GB200 AI server architecture, including products for electrical connection, optical connection, power management, and cooling. The company is reportedly said to be expected to offer solutions priced at approximately CNY 2.09 million and anticipates that the total market size will reach hundreds of billions of CNY.

https://www.trendforce.com/news/2024/04/30/news-luxshare-reportedly-enters-nvidias-chain-eyeing-at-ai-chip-business/

Yesterday Eric Scmidt formerly google CEO just said Nvidia is the company to buy for the AI infrastructure build expecting up to 300 billion per year going their way. Everyone is talking up Apple and that's great, but the 2 giants we are dealing with will end up supplying these mammoths imho.

https://www.cnbc.com/2024/08/15/eric-schmidt-on-nvidia-you-know-what-to-do-in-the-stock-market.html