Morgan Stanley analyzes Nvidia Rubin: GPU no longer monopolizes the pie, PCB, MLCC, and ABF values soar together
Morgan Stanley has conducted a comprehensive Bill of Materials (BOM) teardown of Nvidia's next-generation Rubin rack, revealing a component value revaluation picture far exceeding market expectations. According to Chasing Wind Trading Desk, Morgan Stanley's latest research report notes that the report shows the Rubin rack purchased