# Bernstein

> Markdown twin of https://roboterminal.app/companies/bernstein · https://roboterminal.app/companies/bernstein.md

## On shared sources

- [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- [AMD](https://roboterminal.app/companies/amd) (1)
- [CoreWeave](https://roboterminal.app/companies/coreweave) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)

## Pulse

- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2112592905101558185)
  Bernstein on $LITE: Recent drawdowns are due to softer AI lab revenues, $CRWV financing, and macro overhangs. Not weaker infra demand. Bernstein say that the real debate is whether 2028 CPO bandwidth …
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111983894329266236)
  Bernstein: AMD Helios Rack BoM is estimated to be ~$7.2 million, of which 50% comes from the GPU alone. $AMD
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111851297397711072)
  Nvidia would incur an additional 60kW of power and $2M of cost per rack by replacing short copper cables with optical links, according to Bernstein's expert assessment with former NVIDIA leader Brad S…

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Source: Roboterminal · https://roboterminal.app/companies/bernstein.md