# Bank of America > Markdown twin of https://roboterminal.app/companies/bank-of-america · https://roboterminal.app/companies/bank-of-america.md ## On shared sources - [Google](https://roboterminal.app/companies/google) (3) - [NVIDIA](https://roboterminal.app/companies/nvidia) (3) - [Amazon](https://roboterminal.app/companies/amazon) (2) - [Meta](https://roboterminal.app/companies/meta) (2) - [Micron](https://roboterminal.app/companies/micron) (2) - [SpaceX](https://roboterminal.app/companies/spacex) (2) - [TrendForce](https://roboterminal.app/companies/trendforce) (2) - [Agility](https://roboterminal.app/companies/agility) (1) - [AMD](https://roboterminal.app/companies/amd) (1) - [Apptronik](https://roboterminal.app/companies/apptronik) (1) - [ASML](https://roboterminal.app/companies/asml) (1) - [BMW](https://roboterminal.app/companies/bmw) (1) - [Broadcom](https://roboterminal.app/companies/broadcom) (1) - [CXMT](https://roboterminal.app/companies/cxmt) (1) - [Figure](https://roboterminal.app/companies/figure) (1) - [GXO](https://roboterminal.app/companies/gxo) (1) - [iRobot](https://roboterminal.app/companies/irobot) (1) - [Mercedes-Benz](https://roboterminal.app/companies/mercedes-benz) (1) - [Microsoft](https://roboterminal.app/companies/microsoft) (1) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (1) - [Nebius](https://roboterminal.app/companies/nebius) (1) - [OpenAI](https://roboterminal.app/companies/openai) (1) - [Seagate](https://roboterminal.app/companies/seagate) (1) - [Terafab](https://roboterminal.app/companies/terafab) (1) - [Tesla](https://roboterminal.app/companies/tesla) (1) - [Toshiba](https://roboterminal.app/companies/toshiba) (1) - [Toyota Motor Manufacturing Canada](https://roboterminal.app/companies/toyota-motor-manufacturing-canada) (1) - [TSMC](https://roboterminal.app/companies/tsmc) (1) - [Unitree](https://roboterminal.app/companies/unitree) (1) - [Western Digital](https://roboterminal.app/companies/western-digital) (1) ## Pulse - [@stretchcloud on X](https://x.com/stretchcloud/status/2113318717002002432) Morgan Stanley, JPMorgan, Bank of America and Citi are now blocking a category of customer that didn't exist two years ago: the customer's own AI agent. Axios reported this week that unvetted third-pa… - [@pequityresearch on X](https://x.com/pequityresearch/status/2113117980032700574) BofA on HDDs: "Despite being widely reported in the media that Toshiba is attempting to add capacity, our industry checks suggest that pricing discussions at Hyperscalers remain constructive. We expec… - [@pequityresearch on X](https://x.com/pequityresearch/status/2113029058074407403) BofA: TrendForce states Nvidia's AI-server share moderates from 66.9% in CY26 to 62.6% in CY27 as “Others” rises from 26.0% to 29.6%. Custom ASICs increase from 26.1% to 29.6% of AI server shipments, … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112943745696195021) BofA: SpaceX management is "highly confident" of adding 10GW in CY27, mostly Vera Rubin, would be surprised below 13GW, and sees "non-zero" chance of more than 20GW. That implies $400 billion to $800 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112363170769858580) BofA: TrendForce says Google TPU shipments to rise ~77% in CY26 and more than double in CY27. $GOOGL - [@pequityresearch on X](https://x.com/pequityresearch/status/2111663308524634502) BofA on AI comparison to the dotcom: "Unlike the idle fiber of 2000, deployed AI infrastructure runs near 100% utilization, and even older A100/H100/B200 (2020/2022/2024 launch, respectively) GPU rent… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2111405001885077924) BofA on Memory: "Overall, the recent correction in memory stocks appears largely disconnected from memory fundamentals and reflects excessive concern over an AI-memory boom-bust cycle. We also see the… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111252435188531367) BofA: we continue to expect supercycle-level ASPs, revenue, and margins not only in 4Q26 but also through 2027-28 for memory. $MU $DRAM $EWY - [@pequityresearch on X](https://x.com/pequityresearch/status/2111079965374730596) BofA sees SpaceX consuming ~20% of TSMC's advanced node capacity in 2029, up from ~1% in 2026, due to limited support from Terafab. $SPCX $TSMC https://t.co/kSutYfLLSI - [@pequityresearch on X](https://x.com/pequityresearch/status/2110116617149632838) BofA on CXMT's 4F2 architecture: Restricted from importing ASML’s EUV lithography tools due to US sanctions, CXMT is likely advancing toward 4F2 architecture faster than the "Big 3" DRAM manufacturers… - [@ren_stocks on X](https://x.com/ren_stocks/status/2109149103435264263) I had the chance to sit and dig deep into Bank of America's latest AI data center forecast, and it's the most bullish table I've seen this year. BofA sees AI data center systems going from ~$280B in 2… - [@xmaquina on X](https://x.com/xmaquina/status/2102306929377005682) Humanoid robotics now has a baseline. Around 7,000 humanoids were sold globally in 2025, with deployments still concentrated in research, AI data collection and early industrial pilots. Bank of Americ… - [Theo Gage on X: "https://t.co/cIZx4OHoeU" / X](https://x.com/realtheogg/status/2094825675433693205) Post Log in Sign up Post - Theo Gage @realtheogg 3 Billion Humanoid Robots Could Exist. The Question Nobody Is Asking Is Where They’ll Live. Bank of America thinks the world will have 3 billion humano… --- Source: Roboterminal · https://roboterminal.app/companies/bank-of-america.md