Nvidia Eyes $100B DRAM Deal to Lock In Rubin Rack Sales

Personally, I want to see Jensen bully every ASIC designer, OEM & hyperscaler Sign a $100B DRAM LTA with the memory bois ($10 per GB, 100 billion GBs) (they have the balance sheet for this) Hypothetically, it will be enough for 180k Rubin NVL72 racks Locking up such a huge portion of DRAM will force everyone to buy SOCAMM integrated raks from Nvidia directly MS estimated that Rubin ASP is around $7.8M with the DRAM & $6.7M without it They can generate around $180B in extra revenue by just reselling the DRAM It's time to use the balance sheet and bully everyone