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JPMorgan's Big NVIDIA Update: All 6 Next-Gen Vera Rubin AI Chips Enter Final Pre-Production Stages At TSMC Amidst Extremely High AI Demand!
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JPMorgan's Big NVIDIA Update: All 6 Next-Gen Vera Rubin AI Chips Enter Final Pre-Production Stages At TSMC Amidst Extremely High AI Demand!
JPMorgan analyst Harlan Sur has come away from an investor group meeting with Toshiya Hari, the VP of IR and strategic finance at NVIDIA, with a fairly upbeat view of the demand profile for NVIDIA's current-gen GPUs and the tentative production cadence for its next-gen Vera Rubin platform. Sur notes with cheery effervescence the fact that the lead times for NVIDIA's current-gen Blackwell Ultra GPUs remain firmly ensconced in the range of "quarte…
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