Archive - Wukong

AMD: AWS/ OpenAI/ UA-Link/ ASIC

small group meeting

Jun 18 •

Wukong

CoreWeave small group meeting notes (Part 2)

Key Takeaways：

Jun 13 •

Wukong

CRWV small group meeting notes (Part 1)

CFO

Jun 13 •

Wukong

2

May 2025

Quick updates on Nvidia earnings

what does 1k rack per week means

May 29 •

Wukong

1

Updates on Nvidia's new China chipset, and GB200/300 yield issue

May 28 •

May 25 •

May 21 •

Cisco CSCO small group

Q: What drove Cisco’s $600M in AI orders this quarter, and is this the new run rate going forward?

May 19 •

May 18 •

April 2025

March 2025

What will DeepSeek Release Next

and implications for the capex story

Mar 31 •

Wukong

15

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