P Equity Research 📰(@pequityresearch):BofA on AI comparison to the dotcom: "Unlike the idle fiber of 2000, deployed AI infrastructure runs near 100% utilization, and even older A100/H100/B200 (2020/2022/2024 launch, respectively) GPU rental rates are up 12% -37% YTD, a sign of scarcity, not glut" $NVDA $AMD $NBIS $GOOGL $MSFT $META $AMZN

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P Equity Research 📰@pequityresearch

2026.10.18 03:39

BofA on AI comparison to the dotcom: "Unlike the idle fiber of 2000, deployed AI infrastructure runs near 100% utilization, and even older A100/H100/B200 (2020/2022/2024 launch, respectively) GPU rental rates are up 12% -37% YTD, a sign of scarcity, not glut" $NVDA $AMD $NBIS $GOOGL $MSFT $META $AMZN

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