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“This is a great piece explaining why Nvidia's CMX rack could drive massive NAND demand.”
@jukan05
Nvidia CMX creates a new petabyte-scale NAND tier per GPU pod, structurally lifting enterprise SSD demand — Micron is a direct beneficiary as a leading NAND and enterprise SSD maker.
MULONG@ $1,168.34
$824.93-29.39%
since call Jun 21
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