GGLS

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4 hours ago

BofA: We do not expect “de-spec” or lower memory content in new GPUs/ ASICs; instead, we assume a further increase, to 1,000GB per Rubin Ultra or 384GB for the new Rubin, vs 288GB currently.

$NVIDIA(NVDA.US) $AMD(AMD.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) $Meta Platforms(META.US)

Microsoft

USMSFT

Meta Platforms

USMETA

NVIDIA

USNVDA

AMD

USAMD

Alphabet

USGOOGL

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