๊ฐ€์ž… ํ›„ ์ดˆ๋Œ€ ๋งํฌ๋ฅผ ๊ณต์œ ํ•˜๋ฉด ๋™์˜์ƒ ์žฌ์ƒ ๋ฐ ์ดˆ๋Œ€ ๋ณด์ƒ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

P Equity Research ๐Ÿ“ฐ
@pequityresearch
Research ๐Ÿ“ƒ & News ๐Ÿ—ž๏ธ | Semiconductors & Tech | Research & discord in substack | For China focused research:
๊ฐ€์ž… April 2023
877 ํŒ”๋กœ์ž‰ ์ค‘    56K ํŒฌ
Nscale's S-1 shows total contract value (active + contracted) of ~$103 billion, and ~78% of the GPUs are the Vera Rubin platform as of August 2026. $NVDA