Sakura Internet (3778) | Blossoming in the Cloud?
Japanese cloud provider Sakura Internet's stock price rise as they enter AI cloud services, planning to invest in NVIDIA H100 GPUs. It is a highly...
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Sakura Internet Placement - Beneficiary of the AI-Wave Looking to Double Down
Sakura internet (3778 JP) is looking to raise US$127m from its public follow-on. Proceeds will be used towards purchasing GPU servers, and...
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Sakura Internet (3778) | Estimating the Value of 2,500 GPUs
Sakura Internet's share price soars over 500% on AI opportunity, but revenue potential for GPU AI-cloud falls short of market valuation.
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Tech Supply Chain Tracker (07-Dec-2024): Apple Intelligence targets China despite Baidu challenges
Apple's Intelligence service plans China launch but faces hurdles, NXP may invest big in Karnataka, global notebook shipment forecasted for 2025,...
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ECM Weekly (10th June 2024) - Webtoon, Shift Up, QuantumPharm, Guzman, Kakaopay, Telix, Yankuang
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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