Shay Boloor(@StockSavvyShay):$NVDA Rubin BoM shows where the AI dollar is moving as memory now represents 24% of system cost and DRAM alone is larger than HBM: • GPU excluding HBM 70% • DRAM 13% • HBM 9% • NAND 2% • NVLink 2% • Cooling 2% • Power supply 1% • CPU 1% That fits the architecture too because Rubin increases memory bandwidth 2.8x versus 2.3x more compute which broadens opportunity across HBM DRAM and NAND for $MU and $SKHY while Nvidia still captures most of the value inside each rack.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

가입 February 2019

324 팔로잉 중 453.7K 팬

Shay Boloor@StockSavvyShay

2026.09.15 12:55

$NVDA Rubin BoM shows where the AI dollar is moving as memory now represents 24% of system cost and DRAM alone is larger than HBM: • GPU excluding HBM 70% • DRAM 13% • HBM 9% • NAND 2% • NVLink 2% • Cooling 2% • Power supply 1% • CPU 1% That fits the architecture too because Rubin increases memory bandwidth 2.8x versus 2.3x more compute which broadens opportunity across HBM DRAM and NAND for $MU and $SKHY while Nvidia still captures most of the value inside each rack.