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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 200.32+2.2%Nov 21 9:30 AM EST

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To: bigchad who wrote (3580)3/28/2018 8:52:24 AM
From: Charlie Smith6 Recommendations   of 4828
 
NVDA boosts memory specs in new products:

Mizuho notes NVDA held its GTC Keynote and Investor Day yesterday. The company announced new products, including the massive DGX-2 with 16 Tesla V100s with almost 2TB of GPU and system DRAM(~3x prior), 30TB NAND, ~4x prior and the Quadro GV100 based on Volta for the work station with 32GB DRAM (2x prior). NVDA noted Automotive he largest contingent in attendance at GTC, and a L-T $60B market with 370 partners, despite N-T pause. Reiterating their Buy ($265 tgt), a containerized software and Kubernetes creates a mote versus CPUs and a big 4x DRAM-NAND boost should be positive for MU-WDC.
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