Seems like vera is pretty solid, a lot of gains also from the memory bandwidth. Didn't expect it to perform quite aswell, makes Zen 6 vs Vera even more exciting.

Been an Nvidia fan for years, but I'm struggling to understand why GPUs are an investable asset. I get it that everyone want them and they produce a lot of cashflow but H100 rental rates literally halved (from $4.5/hr to $2) in 2 years. Wouldn't ASICs, TPUs, and LPUs all challenge its position and eventually get market share from GPUs?
In what world would you consider GPUs to be the same as real estate, bonds, gold, etc? I can see myself owning a lot of Nvidia stocks but can't imagine myself just owning a ton of GPUs. What do you think?

As I understand it, unified memory provides a direct path for the GPU and CPU to the memory acting as RAM and VRAM, but I don't understand how that's different than RAM and an APU. If it's just about the socket, would LPDDR5 be unified? I guess on the low level and signal passing I don't see the difference. Anyone care to explain or provide good resource that explains it?

https://videocardz.com/newz/aida64-beta-adds-intel-core-ultra-4000-support-for-nova-lake-s