Is my maths right here? 9.6PB of flash in an ICMS for 8 NVL72 racks = each GPU package has 16TB Say 12m Rubin die (6m packages) sold in a yr = 96EB of ICMS flash Global NAND shipment is ~400EB and already supply constrained. Where is $NVDA getting the bits from? $SNDK $MU https://t.co/vG5la19NNl
Original source ↗  |  January 07, 2026 at 01:35 UTC  |  Twitter - @itsDanielWu

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