CORRECTION: NVDA -- is the $500B # correct?
A reader reminds me that the math re: GB300s below on my original email is wrong as each GB300 package has 2 dies, which makes the Scenario 1 = Scenario 2 thesis null and void:
Keep reading with a 7-day free trial
Subscribe to TMT Breakout to keep reading this post and get 7 days of free access to the full post archives.