Nvidia’s stock can soar 50% more as earnings power still isn’t priced in: HSBC
Lee believes Nvidia will continue to demonstrate its “strong pricing power” via its NVL36/NVL72 server rack systems and GB200 ...
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AMD is in talks to sell $4 billion AI server assembly plants
the company indicated that it bought it for design expertise to compete with Nvidia's rack-scale solutions (e.g., NVL36, NVL72) and was not interested in producing its servers and, therefore ...