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How Bottlenecks Shift in 100K GPU Clusters: Optical Interconnects as Core Infrastructure

How Bottlenecks Shift in 100K GPU Clusters: Optical Interconnects as Core Infrastructure

As AI training scales up to clusters with hundreds of thousands of GPUs, the growth in GPU computing power is far outpacing network bandwidth. Optical interconnects have emerged as the critical breakthrough to overcome the compute efficiency bottleneck.

Blog Team06/10/2026

HBM’s Three-Way Race Takes Shape: How SK Hynix, Samsung, and Micron Compete for Pricing Power in AI Memory

HBM’s Three-Way Race Takes Shape: How SK Hynix, Samsung, and Micron Compete for Pricing Power in AI Memory

The HBM market is evolving into a tripartite landscape dominated by SK Hynix, Samsung, and Micron.

Blog Team06/10/2026

AI Computing Power Bottleneck Emerges: Why Are Lumentum and Applied Materials Outperforming NVIDIA?

AI Computing Power Bottleneck Emerges: Why Are Lumentum and Applied Materials Outperforming NVIDIA?

Photonics, semiconductor equipment, and data center interconnects—three key industry drivers analyzed. Gate stock trading now supports these sectors.

Blog Team06/09/2026

AI Compute Power’s 18-Month Cycle vs. the Power Grid’s 10-Year Cycle: How Nuclear Energy and SMRs Are Shaping the Next Generation of AI Infrastructure

AI Compute Power’s 18-Month Cycle vs. the Power Grid’s 10-Year Cycle: How Nuclear Energy and SMRs Are Shaping the Next Generation of AI Infrastructure

Understanding the Commercialization Timeline of SMRs and the Valuation Framework for Nuclear Energy Stocks: Gate Launches Stock Trading to Bridge Access to US Equity Markets

Blog Team06/09/2026

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INTC Surges Over 11% in a Single Day—Which Other Semiconductor Stocks in the Same Sector Are Worth Watching?

INTC Surges Over 11% in a Single Day—Which Other Semiconductor Stocks in the Same Sector Are Worth Watching?

Intel surged over 11% in a single day, driven primarily by Google’s TPU foundry orders and rising demand for AI computing power. This article reviews semiconductor stocks in the same sector as INTC, including AMD, NVIDIA, and Micron, and analyzes structural opportunities and risks.

Blog Team06/09/2026

From Mining to AI Cloud: How Iris Energy (IREN)’s $9.7 Billion Contract Is Reshaping Mining Power and Company Valuation

From Mining to AI Cloud: How Iris Energy (IREN)’s $9.7 Billion Contract Is Reshaping Mining Power and Company Valuation

This article examines the projects contract developments, financial structure, and industry valuation logic, and explains how to allocate AI computing power assets like these using USDT through Gate’s stock services.

Blog Team06/08/2026

Google and SpaceX Forge Computing Power Partnership: Analyzing the New Paradigm of Starlink Edge AI and Space-Based Computing

Google and SpaceX Forge Computing Power Partnership: Analyzing the New Paradigm of Starlink Edge AI and Space-Based Computing

This article analyzes the transaction from three perspectives: Starlink’s edge coverage via satellites, SpaceX’s IPO valuation logic, and Google’s space-based AI strategy.

Blog Team06/08/2026

Micron (MU) Stock Plummets: What Challenges Are Facing the AI Hardware Narrative?

Micron (MU) Stock Plummets: What Challenges Are Facing the AI Hardware Narrative?

Micron’s stock price has dropped sharply, prompting the market to reexamine the investment logic behind AI hardware. This article analyzes shifts and ongoing trends in the AI narrative from the perspectives of computing power demand, storage cycles, and capital expenditures.

Blog Team06/08/2026

Global Gas Trade: How LNG Supply Growth Could Change Buyer and Seller Power

Global Gas Trade: How LNG Supply Growth Could Change Buyer and Seller Power

An in-depth analysis of global gas trade, exploring LNG supply growth, buyer power, seller leverage, and future energy market balance.

Blog Team06/04/2026