
Feb 25, 2026 - NVIDIA Vera Rubin NVL72 ft. Extreme Co-Design [Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie]
SemiAnalysis Weekly
00:00
Memory Pricing Impact on System Economics
Discussion of SoCam's BOM share, NVIDIA margins, and how secure memory affects competitive performance‑per‑dollar.
Play episode from 50:00
Transcript


