reposting: UBS said last week that it believes “demand momen...
reposting: UBS said last week that it believes “demand momentum for $NVDA Blackwell rack-scale systems remains exceedingly robust” and that the “order pipeline for (Nvidia's) NVL72/36 systems is materially larger than just two months ago.”
$Microsoft (MSFT.US)$ $Amazon (AMZN.US)$ $Meta Platforms (META.US)$ $Dell Technologies (DELL.US)$ $Super Micro Computer (SMCI.US)$
$Microsoft (MSFT.US)$ $Amazon (AMZN.US)$ $Meta Platforms (META.US)$ $Dell Technologies (DELL.US)$ $Super Micro Computer (SMCI.US)$
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