The next key factor for AI servers beyond just looking at the GPU is "cooling." According to the latest estimate from TrendForce, liquid cooling penetration in high-end AI infrastructure will reach 53% in 2026 and nearly 60% in 2027. 1. The higher the computing power, the harder it is for traditional air cooling to dissipate heat; liquid cooling is shifting from a bonus feature to a must-have. 2. With increased shipments of NVIDIA racks, demand will cascade down to cold plates, pumps, CDUs, quick connectors, and system integration. 3. The market is also responding: the semiconductor ETF SMH rose 1.06% in the previous trading session, and TSMC ADR increased by 1.08%. Previously, data centers were like air conditioning a room; high-density AI racks are more like cooling a pot of continuously boiling water. No matter how big the fans are, they may not be as effective as directly removing the heat. Going forward, don’t just ask "who makes the chips," but also: who can reliably deliver the complete cooling system, what is the yield like, and can the gross margin be maintained? The theme usually runs ahead, while revenue often lags behind.

"I'm about to lose money at 3 times the speed!" Today, on a whim, I asked the customer service of my home internet provider to confirm the current rates and contract status. It turned out that: My home internet contract had long expired, but I was still using the 120M / 120M speed. So I casually mentioned to the customer service: "I've recently seen other providers with similar prices but seemingly much faster speeds?" Soon after, a sales call came in 😂 The salesperson directly said that as long as I keep roughly the same price, 120M → 360M, a direct 3x speed upgrade. They especially emphasized: "This plan isn't visible on the official website; it's a special offer provided separately." This also reminded me of something: Everyone should take some time to check their own, or even their parents', ・Internet ・Mobile phone plans ・Streaming subscriptions ・Insurance or other long-term contracts Many things have been used for years, and we're so used to fixed monthly deductions that we don't even notice how much the market plans have changed~ Sometimes you don't even need to switch providers; just asking around, comparing a bit, or subtly expressing "I'm considering switching recently" might reveal hidden plans the salespeople have 😆 At least ask around first; you won't lose out.

Using AI to create an app that can be launched doesn't require magic, just narrow the scope down to a single real pain point. The larger the scope, the harder it is to accomplish. This is the reason why most people can't create products using AI.

Gandalf (甘道夫) is confirmed to return in Avengers 5!!

Brought the whole family to Okinawa for fun Celebrating my wife's birthday 🥳 Tried snorkeling today, the "Blue Cave" is so beautiful~ We were lucky the weather cleared up The fish outside are not afraid of people at all! They kept coming to snatch food, so adorable

Originally, I was taking a photo to commemorate my little daughter losing both of her big front teeth (they fell out on their own). Later, I had a sudden idea to ask chatGPT to simulate what she would look like at 18 years old. The result completely stunned me!