NVIDIA (NVDA)
3 analysis reports
NVIDIA GTC 2026 Keynote
Vera Rubin. $1T Demand Pipeline. The Agent OS.
Semiconductors17 Mar 2026GTC keynote summary
Jensen's GTC 2026 keynote. Vera Rubin: 7 chips, 3.6 exaflops, 350x token throughput. Groq LPU integration. $1T+ demand pipeline. SemiAnalysis deep dive on AFD, Samsung fab arbitrage, and CPO roadmap.
Iran War Ă— Chip Supply Chain
Helium Shortages, Oil Shock, NVIDIA Exposure
Semiconductors17 Mar 2026Risk analysis
Qatar's Ras Laffan offline. 30% of global helium gone. Bromine disrupted. What it means for chip fabs and how to trade it with puts.
NVIDIA Corporation (NVDA)
92% GPU Share. $20B Groq Deal. The Inference Pivot.
MemoSemiconductors14 Mar 2026Long-term accumulate
NVIDIA's $20B Groq buy marks the training-to-inference pivot. 92% AI training share, 18-year CUDA moat. $255B inference market by 2030.