The moment it finally clicked was when diving into the GB200 supply chain breakdown. I expected a clean “demand > supply = easy money” setup. Instead, I saw 50+ subcomponents, sole-source CoWoS-L dependency, water-cooling leaks, and a forced pivot away from simple HGX boards.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned