Morgan Stanley denies reports that Nvidia's 800V DC product has been delayed, calling the
Morgan Stanley denies reports that Nvidia's 800V DC product has been delayed, calling the selloff overblown and referencing a prior inaccurate claim about MU's HBM4 share.
“Morgan Stanley: $NVDA has denied the reports 800V DC has been pushed back. Recent SemiAnalysis reports run contrary to our own checks at Computex. Bro this has gotta be the dumbest CPO/800V selloff I’ve seen. Since the selloff from their claim $MU had 0 share of Nvidia HBM4 https://t.co/YX9apQSVLT”Original post：X / @aleabitoreddit ↗