Passport to AI Era on Chung-Hao Lee

【Passport to AI Era Special Edition】The Global AI Training Pivot: Positioning Sydney as a Potential Strategic Infrastructure Nexus

Sat, 25 Apr 2026 00:00:00 +0000

The release of DeepSeek V4 has undoubtedly sent shockwaves through the technology community. While most analyses focus on leaps in model capabilities, architectural innovations, or expanded application scenarios, we propose a different perspective: this time, let’s shift our gaze from “what the model can provide” to “what is provided to the model.”

【Passport to AI Era vol.1】Overview AI Market

Sun, 19 Apr 2026 00:00:00 +0000

In the AI era, following my previous deep dive into the truly critical strategic moats, this series of reports will guide you through a systematic study of Data Center (DC) analytics. As the inaugural piece of this series, I will take a macro perspective to examine the global DC market landscape, analyzing it primarily through the fundamental framework of supply and demand.

In an age of information overload where AI-generated content is ubiquitous, true human value lies in synthesizing massive amounts of data to extract valuable insights. This report begins by examining the demand side, moves to the supply side, and concludes with key insights and future research directions, aiming to provide a clear and valuable reference.

Beyond the Model: The Invisible Moat of AI Infrastructure & Data Center 🏭

Tue, 07 Apr 2026 00:00:00 +0000

Product professionals naturally focus on user experience and output. It wasn’t until I began diving into AI infrastructure that I realized a critical oversight: while the market spends immense time comparing model intelligence and product fluidity, few discuss the underlying architecture that makes it all possible.

At Davos 2026, Jensen Huang described AI as a five-layer cake: Energy, Chips, Infrastructure, Models, and Applications. He emphasized: “Every successful application pulls on every layer beneath it, all the way down to the power plant that keeps it alive.”

[External Article] - AI is a 5-Layer Cake

Mon, 06 Apr 2026 00:00:00 +0000