P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:
加入 April 2023
877 正在關注 56K 粉絲
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
