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Gpus Ious Research Reports & Market Analysis

Finvaulta tracks 17 research reports on Gpus Ious, updated through October 12, 2026. Latest: High-Performance NAND Could Help Crumble the AI Memory Wall While Driving Meaningful CapEx Savings.

Institutional research on Gpus Ious covering equities, credit, commodities, and macro, from Goldman Sachs, UBS, Deutsche Bank, and J.P. Morgan. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection; views and forecasts belong to the named report issuers.

Latest research

High-Performance NAND Could Help Crumble the AI Memory Wall While Driving Meaningful CapEx Savings

Goldman Sachs·Oct 12, 2026

High-Bandwidth Flash (HBF) and related high-performance NAND technologies offer a solution to AI inference 'memory wall' bottlenecks by providing up to 512 GB per stack at near-HBM sequential read bandwidths. This architecture could reduce token output costs by ~30%, unlocking up to $150B in market TAM by 2030 while significantly tightening global NAND wafer capacity.

Living on the Edge: The Rise of Distributed Power

Morgan Stanley·Oct 6, 2026

As the AI buildout outpaces central grid expansion and compute shifts from training toward localized inference, Morgan Stanley forecasts a 120 GW ($240bn) equipment market for behind-the-meter power through 2029. Using their Stranded Compute Adjusted Cost of Power (SCACP) metric, fast-deploying technologies like Bloom Energy's solid-oxide fuel cells, BorgWarner's microturbines, and FTAI's aeroderivatives lead the rankings.

Compare with the previous edition (Aug 10, 2026)

TSMC Earnings Preview: Strong Growth Momentum into 2027, CapEx Stepping Up to Support Long-Term Demand

Goldman Sachs·Oct 5, 2026

Goldman Sachs previews TSMC's 3Q26 results, raising its 12-month price target to NT$3,300 (ADR to US$660) and reiterating a Buy rating. The analysts highlight broadening AI demand across accelerators, networking, and server CPUs, leading to upward revisions in EPS and 2027-2028 CapEx plans.

Got Compute?

Deutsche Bank·Sep 28, 2026

Elon Musk provided an update on SpaceX's AI compute buildout, highlighting rapid deployment of NVIDIA GB300 clusters that are projected to expand total capacity to ~2.7 GW in early 2027. Deutsche Bank maintains a Buy rating and $235 price target, estimating signed neocloud contracts represent $54.5bn in annualized run-rate revenue.

Pulse Check on California: Wildfire Reform Remains Uncertain, Potential Higher Borrowing Costs Presents Affordability Risk

Goldman Sachs·Sep 28, 2026

Following the California legislature's failure to enact comprehensive wildfire reform, Goldman Sachs analyzes credit rating pressures and calculates that a 25–100 bps increase in utility borrowing costs would raise monthly residential customer bills by 0.5%–3.3%. Goldman Sachs maintains Buy ratings on PCG (trading at a 55% discount) and SRE, while remaining Neutral on EIX.

GPUs: When the Dealin's Done

Ares Management·Sep 1, 2026

The multi-trillion-dollar AI infrastructure buildout cannot be funded by hyperscaler cash flows alone, forcing heavy reliance on asset-backed finance and private credit. However, with ~60% of spend allocated to rapidly obsolescing silicon, credit investors face severe residual value decay and circular vendor-financing correlation risks.

Selected research

Selected for relevance; publication dates show when each report was written.

China Equity Strategy: How close are we to the peak of the AI tech upcycle in China?

UBS·Jun 23, 2026

UBS maintains a positive outlook on China's AI hardware tech sector for the remainder of 2026, driven by strong earnings, despite indicators that the cycle may be approaching a peak. The report highlights leaders in sub-sectors like optical modules, GPUs, and power equipment as preferred investments.

AI Drives Resurgence in Custom Chips

J.P. Morgan·Jun 18, 2026

The report highlights a significant market resurgence in custom ASICs, projecting a $60-70 billion opportunity by 2026. Broadcom and Marvell are identified as the primary beneficiaries of the shift toward custom silicon among major hyperscalers.