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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.

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