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
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments