Can anyone with access to Mac research verify the maths behind the 15GW constraint in this report? 400-500kwpm of HBM should be more than enough to produce 4,000 PB of HBM. 15 GW of Rubin NVL72 is likely only ~1,500 PB of HBM. $MU $NVDA SK Hynix https://t.co/aeBQijOcqc