Rate Of Return
Commemorative$Intel(INTC.US)
Recalculated the shipment volume of the Rubin NVL8 racks. The ratio between NVL72 and NVL8 shipments mentioned a few days ago was probably incorrect. In reality, the demand for NVL8 is still quite high, and some interviews and side-channel information from the past couple of days continue to corroborate this.
It feels like the market is actually a bit spooked by how aggressively Jensen Huang is pushing his own ARM CPU.
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