WS #13539
Nvidia is considering reducing high-bandwidth memory in Rubin Ultra GPU to address HBM shortage, which could impact performance but also signals supply constraints. SpaceX's 911M share lockup expired with stock rising, and Tesla/SpaceX confirmed $16.8B initial investment in Terafab chip plant, boosting TSLA and space trade. Alphabet's $25B bond sale drew $115B in demand, indicating strong investor appetite for AI-related debt despite concerns about AI capex.
Nvidia memory shortage and Rubin Ultra
Nvidia is considering reducing high-bandwidth memory in Rubin Ultra GPU to address HBM shortage, which could impact performance but also signals supply constraints.
SpaceX's 911M share lockup expired with stock rising, and Tesla/SpaceX confirmed $16.8B initial investment in Terafab chip plant, boosting TSLA and space trade.
Alphabet's $25B bond sale drew $115B in demand, indicating strong investor appetite for AI-related debt despite concerns about AI capex.