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Research ๐ & News ๐๏ธ | Semis & Tech | Research & Expert Calls: | China Tech:
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April 2023
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J.P. Morgan: Nvidia's VR200 NVL72 BOM at ~$6.3 million, a 90% increase from GB200. NAND and HBM accounting for ~10% of the BOM.
$NVDA
