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Morgan Stanley says SemiAnalysis' report on Nvidia's planned large-scale shipments of 800VDC power architecture being pushed back to 2028 is contrary to their own supply chain checks at Computex.
"Nvidia at GTC Taipei Indicated 800 VDC developments are ongoing with 800 VDC power rack being ready for mass production in 3Q26. +-400 VDC development has been redirected to 800 VDC focus across various hyperscalers."
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7000 stocks are 7000 trojans crypto sent to Wall Street
Crypto-native derivatives officially start influencing tradfi pricing
Funding rate arb, perp-spot hedges and more
What you see in cryptos will soon happen in small cap stocks
Binance send the gifts, and we are what's inside
HertzFlow.
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「莊」means "THE MASTER OF MARKETS"
「莊」is what you want to be in a market
Master the market
with HertzFlow.
“It's hard to find my position on desktop!"
We hear you
Now your position sector is made visible by default, and you can adjust its width now
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