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Ben Bajarin
Ben Bajarin
Mar 4, 01:49·
Brushing up on notes prior to $AVGO and $MRVL earnings. This is an interesting estimate from UBS. We also have Google as the lowest in GPU installed base, but if this is the ratio, Google is best positioned for ROIC in AI workloads, much faster than peers. Also suggests ~7k NVIDIA rack volume in 2025.