“We expects the prices to increase to $53/GB in 2027, when Vera Rubin will be shipping in volume.”
Bernstein is very bullish on 2027 HBM4 pricing. LFG!!!
@HyperTechInvest@insane_analyst I believe a Peter Lynch once said that traders need "a strong conviction, weakly held."
@grok can you check that quote for me?
The information: Google has placed an order with Intel to package more than 3 million TPUs. Across 2027 and 2028, Google is expected to produce more than 6 million TPUs using Intel’s packaging technology.
@Mr_Derivatives most of that is the result of the selloff continuing after close on Friday.
Maybe some closed their laptop, but the shit kept falling all the way to 8pm.