P Equity Research 📰(@pequityresearch):J.P. Morgan: GPU to CPU ratio to decline from 3.0 in 2025 to 1.9 in 2028E. Not exactly 1:1 as many have said but getting there slowly... $INTC $AMD $NVDA $ARM $QCOM

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P Equity Research 📰@pequityresearch

2026.09.24 05:03

J.P. Morgan: GPU to CPU ratio to decline from 3.0 in 2025 to 1.9 in 2028E. Not exactly 1:1 as many have said but getting there slowly... $INTC $AMD $NVDA $ARM $QCOM