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AI Infrastructure

Four-Layer AI Investment Map cover: Compute & Power, Data Plane, Governance, Embedded Apps with 20 ticker-tile grid, ProfitVision LAB AI Investment Series (2).

Who Benefits From the Enterprise AI Wave? ── Four-Layer AI Investment Map × 20 Representative Companies

Part 1 dissected what enterprises are doing. This flips it: when 90% are stuck and 80% blocked by data, who gets the orders? Four-Layer AI Investment Map covers NVDA, AVGO, TSM, SNOW, PLTR, CRWD, NOW, MSFT and 12 more across Compute, Data, Governance, Apps. 9 link to PVL deep research. Not advice.

2026年企業 AI 導入的趨勢與挑戰

企業 AI 導入的趨勢與挑戰──從 2026 年七份權威報告看 Agentic 時代的全景

2026 年企業 AI 真正的關鍵字不是模型升級,而是規模化。KPMG、Deloitte、McKinsey、Accenture、Stanford HAI、EY 七份權威報告交叉拆解:投資狂熱、Agentic AI 風險、資料瓶頸與治理鴻溝──為投資人指出哪些企業會跨過分水嶺,哪些會被甩開。本文為 AI 投資系列首篇。

誰是企業 AI 浪潮的真正受惠者？──四層 AI 投資地圖 × 20 家代表公司盤點

誰是企業 AI 浪潮的真正受惠者？──四層 AI 投資地圖 × 20 家代表公司盤點

第一篇拆完了「企業在做什麼」,這篇翻面看:當 90% 企業卡在試點、80% 把資料列為最大障礙,誰會接住這些訂單?四層 AI 投資地圖盤點 NVDA、AVGO、TSM、SNOW、PLTR、CRWD、NOW、MSFT 等 20 家代表公司,套用 PVL 五大護城河 × 四道防禦濾網,分為可深入研究、觀察名單、需特別審慎三級。其中 9 家附 PVL 站內深度研究內連結。研究參考,非投資建議。

AI High-Speed Connectivity Chip Industry Overview Cover: Four-way competition MRVL CRDO MXL ALAB, steel blue and gold design, ProfitVision LAB Research Series

AI High-Speed Connectivity Chips: The Four-Way Battle Between MRVL, CRDO, MXL & ALAB

The AI data center buildout is reshaping connectivity chip markets. Marvell dominates optical interconnect, Credo owns active electrical cables, MaxLinear challenges in PAM4 DSP, and Astera Labs holds a PCIe moat. This industry overview maps all four competitive layers.

ALAB Deep Research cover: Astera Labs PCIe Retimer Economic Moat analysis and valuation overextension debate by Shiba the Disciplined at ProfitVision LAB

Astera Labs (ALAB) Deep Research: The AI Connectivity Monopolist — or Is Valuation Already Overextended?

Astera Labs (ALAB) holds 50%+ PCIe 6.0 Retimer share, 76% gross margin, zero debt, and 93% YoY growth in Q1 2026. Scorpio Switch targets a $20B Scale-up market — but at 20x+ NTM EV/Rev, valuation has fully priced in success. Four-Filter verdict: Pass but Wait for a better entry.

MaxLinear (MXL) Deep Research Cover: Steel blue matrix with Keystone PAM4 DSP signal overlay, ProfitVision LAB Deep Research Series

MaxLinear (MXL) Deep Research: DSP Dark Horse — Can It Hold Ground in the 1.6T Era?

MaxLinear pivots from broadband to AI optical interconnect. Keystone PAM4 DSP secured hyperscale design wins, lifting Infrastructure revenue 136% YoY in Q1 2026. The 1.6T era test: Can Rushmore outpace Marvell and Broadcom? Valuation ~8x NTM EV/Revenue; execution risk is high.