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P Equity Research πŸ“°P Equity Research πŸ“°
12 Nov, 18:00

Hyperscaler demand fueling HBM shortage

Bullish+0.79%

AI Summary

The author identifies a visible supply-demand gap for HBM driven by aggressive purchasing from major AI accelerator manufacturers, signaling strong structural demand for AI infrastructure components.

Nvidia and Google are asking for plenty of HBM, almost as much as the current supply. After accounting for all major AI accelerators, the S/D gap is visible. $NVDA $GOOGL $AMD $AMZN $MU $DRAM $EWY https://x.com/pequityresearch/status/2120939691780239735/photo/1

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