Morgan Stanley: Nvidia $NVIDIA(NVDA.US) NDR Highlights
> Company describing "accelerating growth rates" even as revenues approach the $100B/quarter mark.> AI labs are 20% of total demand for Nvidia> NVDA's share of compute has climbed from 2024 to 2026, and with both Nvidia $NVIDIA(NVDA.US) and Broadcom $Broadcom(AVGO.US) AI businesses growing 80%+ next year> Despite recent rumors suggesting that the Rubin Ultra timeline might slip to 2028, the company clarified that it remains on track to ship next year. However, they did confirm upcoming changes to the system's form factor. Specifically, the Kyber rack is being phased out in favor of an improved solution, which could potentially enable a larger, single-rack scale-up domain. Furthermore, critical technologies—such as the 800-volt architecture and optical scale-up capabilities between racks—are proceeding exactly as scheduled.
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