Vera Therapeutics (VERA.US) Stock Forum, Discussions & Community Posts

Dolphin Research23 hours ago

AMD vs. NVDA: Can Helios Measure Up?

In the market for commercially sold GPUs, competition is essentially a two-horse race between $NVIDIA(NVDA.US) and $AMD(AMD.US). In the MI300 era, AMD captured little of the AI compute upside due to the lack of a system-level solution, with interconnects at its core.

Now Helios is here. That raises two questions: 1) does AMD truly have the capability to go head-to-head with NVIDIA, and 2) as interconnect schemes compete and iterate, how will supply-chain dynamics shift, who benefits, and who loses? We will examine these issues through the lens of interconnect.

Metric/Protocols NVLink 5.0 NVLink 6.0 UALink1.0 UALoE Bandwidth per lane/ link

Figure 1： Total AI/ML Networking Market Other (PCIe， UALink，一sco兰云凹u3cu>u& Othe

AMD MI300X Intra-tray Connectivity AMDMI300X INFINITY PLATFORM" 8x AMD Instinct"

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Dolphin ResearchSep 2 at 02:39 AM

NVDA Supply Ramp? DELL: Good Times Can Get Even Better!

DELL released FY2027 Q2 results after hours, Beijing time Sep 2. The quarter ended in Jul 2026.

1) AI revenue: Within ISG, the high-growth AI server line delivered only modest QoQ incremental revenue. This is not a concern, as the backlog swelled again on massive order intake.

AI server revenue was approx. $16.4bn, up $0.3bn QoQ and ahead of the Street's $15.8bn. New AI orders surged to $60.9bn...

DellAl server revenue Al server revenue Al server revenue /ISG % 18，000 60.0% E

Dell Gross Profit 12，000 inResearch Gross profit 30.0% 10，000 25.0% 24.3% 21.2%

DELL ISG Revenue share% Storage % Traditional data center infrastructure % ■Al s

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Dolphin ResearchAug 27 at 01:52 AM

NVDA (Trans): Demand to grow 70%+ next year; cloud backlog tops 2 tn

Q2 revenue reached $96bn, doubling YoY, and the company for the first time guided FY28 growth at approx. 70%.

This figure is supply‑constrained, with underlying demand growth near 100%.

Rising memory prices will compress GPM to a Q4 low of 71–72%, while non‑hyperscaler ACIE is set to account for half of the data center business.

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Rainwijaya

Go Beyond!

CommemorativeAug 13 at 12:10 AM

$NVIDIA(NVDA.US)Nice to see NVDA continuing to recover after the recent correction. For me, the bigger picture still looks constructive.

AI infrastructure spending remains very strong, with hyperscalers continuing to commit huge capex to compute. At the same time, Nvidia is moving from Blackwell toward Vera Rubin, so the growth story is not dependent on just one generation of GPUs. Recent market optimism around Rubin demand also supports the idea that AI compute demand is still far from slowing down. (MarketWatch⁠)

Now the focus shifts to earnings on Aug 26. Expectations are already high, so volatility before and after the result is something I’m watching closely. (NVIDIA Investor Relations⁠)

For now I’m comfortable holding. The short-term price can move either way, but as long as AI capex remains strong and Nvidia keeps its technology lead, I still like the medium-to-long term setup.

Holding and letting the thesis play out. 📈 @Captain's Treasure

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@SemiAnalysisJul 23 at 02:45 AM

Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis:

Rubin LUT Based Tensor Core, Feynman,

Rack Scale, Perf Per MegaWatt, Perf Per Dollar,

Software Improvements, Public Rubin Software,

PyTorch, vLLM, OpenAI Triton

Read Now:

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greeeedy optionsJul 22 at 06:08 AM

vera rubin in full production and coreweave showing 10x tokens per watt vs blackwell is a bigger deal than people realise. the efficiency jump is what keeps hyperscaler capex flowing to nvda. next stop is the aug earnings, holding through it

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Hardik ShahJul 20 at 11:05 AM

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Bristol Myers Squibb Expands AI Infrastructure With Nvidia DGX Vera Rubin - $Bristol Myers Squibb(BMY.US) $NVIDIA(NVDA.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐁𝐫𝐢𝐬𝐭𝐨𝐥 𝐌𝐲𝐞𝐫𝐬 𝐒𝐪𝐮𝐢𝐛𝐛 will deploy an 𝐍𝐯𝐢𝐝𝐢𝐚 𝐃𝐆𝐗 𝐒𝐮𝐩𝐞𝐫𝐏𝐎𝐃.

➤ Infrastructure includes 𝐃𝐆𝐗 𝐕𝐞𝐫𝐚 𝐑𝐮𝐛𝐢𝐧 𝐍𝐕𝐋𝟕𝟐 systems.

➤ Vera Rubin delivers up to 𝐈𝟎𝐱 greater performance per megawatt.

➤ AI infrastructure will support research across 𝐨𝐧𝐜𝐨𝐥𝐨𝐠𝐲, 𝐢𝐦𝐦𝐮𝐧𝐨𝐥𝐨𝐠𝐲, and neuroscience.

➤ BMS will develop 𝐀𝐈 𝐟𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧 𝐦𝐨𝐝𝐞𝐥𝐬 using proprietary data.

➤ Platform will power 𝐚𝐠𝐞𝐧𝐭𝐢𝐜 𝐀𝐈 workflows for drug discovery.

➤ BMS will use its 𝐏𝐫𝐞𝐝𝐢𝐜𝐭 𝐅𝐢𝐫𝐬𝐭 approach to guide experiments.

➤ Agreement includes access to 𝐍𝐯𝐢𝐝𝐢𝐚 𝐁𝐢𝐨𝐍𝐞𝐌𝐨 and Agent Toolkit.

➤ Financial terms of the collaboration were 𝐧𝐨𝐭 𝐝𝐢𝐬𝐜𝐥𝐨𝐬𝐞𝐝.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬:

𝐆𝐫𝐞𝐠 𝐌𝐞𝐲𝐞𝐫𝐬, Chief Digital and Technology Officer at Bristol Myers Squibb:

"BMS has made a deliberate bet on AI, and we are beginning to see it pay off in our pipeline and operations. Expanding our compute capabilities with Nvidia gives our researchers and teams across the business the scale they need to keep BMS at the leading edge of what AI can do for drug discovery and development."

𝐑𝐨𝐛𝐞𝐫𝐭 𝐏𝐥𝐞𝐧𝐠𝐞, Executive Vice President and Chief Research Officer at Bristol Myers Squibb:

"The goal isn't speed for its own sake; it's raising the probability that each program we advance is the right one."

𝐑𝐨𝐫𝐲 𝐊𝐞𝐥𝐥𝐞𝐡𝐞𝐫, Senior Director of Business Development, Healthcare and Life Sciences at Nvidia:

"The tools will allow BMS to convert its scientific data into proprietary intelligence to support molecule design and hypothesis evaluation."

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Equity researchJul 19 at 03:16 PM

Morgan Stanley: Memory

Agentic AI: Sizable Memory Demand

> Boost to DRAM Bit Demand: The implementation of Vera CPU is projected to increase total DRAM bit demand compared to 2025 levels. Specifically, a 2.5mn Vera CPU configuration is estimated to boost demand by 10%, while a 4mn configuration is estimated to boost it by 16%.

> Increased Memory Capacity: The transition from "GB NVL72" to "VR NVL72" shows a significant jump in LPDDR5X capacity requirements, rising from 17 TB to 54 TB.

DRAM Bit Shipment and ASP YoY Growth

> Decoupled Growth: The divergence between bit volume and Average Selling Price (ASP) shows that recent revenue gains are not driven by massive increases in raw shipment volume, but rather by surging prices for high-value products.

$Micron Tech(MU.US) $DRAM $EWY

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AI GossipJul 7 at 05:35 AM

Rumor: China CCL giant Kingboard notified clients it plans to hike prices 15% on FR-4 and Prepreg, and on CEM-1/22F 10%, due to the rising cost of materials like E-glass fabric and copper foil, while copper foil processing fees will also rise, media report. Prepeg is a bonding material used in multilayer circuit board lamination (AI server boards layers are rising: Blackwell GPU boards 28-34-layers vs Vera Rubin 32-40 or more, versus a general purpose server board’s 8-12 layers).

Source: Dan Nystedt

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NewUser_tXvx48Jun 30 at 09:15 AM

Is NVIDIA Corporation $NVIDIA(NVDA.US) currently the biggest bargain in tech, or is the AI hype slowing down? Despite dropping about 18% from its May record high to the $192 range, NVIDIA’s financial engine is firing on all cylinders. The company recently reported a staggering 85% year-over-year revenue jump to $81.6 billion for Q1, powered by relentless data center demand. While critics worry about massive AI capital expenditure peaking, NVIDIA’s upcoming next-generation Vera Rubin architecture—boasting liquid cooling and up to 10x reductions in inference token costs—promises to cement its dominant market monopoly through 2027. Trading at an incredibly compressed forward P/E ratio of just 19x, the chip king is fundamentally disconnected from its lagging stock price.

I talked about Nvidia yesterday, and I will talk about it again today! It is a good buying opportunity and I have added stocks yesterday.

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