Eben@CANSLIM ResearchUBS analysts returned from the AI Infra Summit 2026 in Santa Clara arguing that NVDA’s system-level flexibility is under-appreciated by a market fixated on individual compute architectures. The team, led by Timothy Arcuri, says memory bandwidth and capacity remain the single biggest bottleneck for AI factories and are not improving. Networking is fragmenting rather than consolidating, with hyperscalers openly experimenting across multiple protocols.
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