Shay Boloor(@StockSavvyShay):$NVDA says “every megawatt matters” as its DSX platform helps AI factories fit up to 40% more GPUs within same power envelope. Pair that with Vera Rubin and throughput per megawatt can rise ~30x while cost per million tokens falls ~45x versus GB300.

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 17:19

$NVDA says “every megawatt matters” as its DSX platform helps AI factories fit up to 40% more GPUs within same power envelope. Pair that with Vera Rubin and throughput per megawatt can rise ~30x while cost per million tokens falls ~45x versus GB300.