P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Research & discord in substack | For China focused research:
Joined April 2023
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Nscale's S-1 shows total contract value (active + contracted) of ~$103 billion, and ~78% of the GPUs are the Vera Rubin platform as of August 2026.
$NVDA
