P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semis & Tech | Research & Expert Calls: | China Tech:
Joined April 2023
931 Following 64.8K Followers
J.P. Morgan: Nvidia's VR200 NVL72 BOM at ~$6.3 million, a 90% increase from GB200. NAND and HBM accounting for ~10% of the BOM.
$NVDA
