$NVDA Vera CPU partner list from GTC Taipei. Early Adopters: OpenAI, Anthropic,

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$NVDA Vera CPU partner list from GTC Taipei. Early Adopters: OpenAI, Anthropic,

· @KawzInvests

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$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

8 events
DateTypeEvent
May 29 ScanMonster Scan May 27 InvestigationAnthropic-SpaceX $15B/yr Cloud Services Contract Jun 2 InvestigationAI mega-IPO issuance-surge base rate — does an IPO wave at all-time highs predict a market top Jun 2 InvestigationxAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook Jun 2 ReferenceAI-Lab S-1 → Thesis Crosswalk Playbook Jun 2 AnalysisThread: AI mega-IPO / Fast Entry liquidity regime Jun 3 InvestigationFollowing the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble May 29 SourceDell upstream-suppliers map — memory then microprocessors then hard drives, supply-constrained not demand

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