Nvidia (NVDA) closed out the week up more than 10% as concerns over the broader AI trade subsided. The Philadelphia Semiconductor Index (^SOX) also rose more than 8% over the last five trading days. Nvidia received a boost from SpaceX (SPCX) when Elon Musk announced during the company's first earnings call on Tuesday that the rocket firm would build data centers on Earth and in space exclusively using Nvidia's chips. Musk said he would use Nvidia's Vera Rubin-based NVL72 rackscale system on the ground and launch modified versions into orbit. Nvidia's positive week came despite a report from The Information on Thursday that the company is considering reducing the amount of high-bandwidth memory (HBM) in its upcoming Rubin Ultra chip due to the global memory shortage. Rubin Ultra is expected to use 1TB of HBM, but Nvidia is testing versions with 192GB and 256GB. Nvidia's current top-of-the-line Rubin chip uses 288GB of HBM. Rival AMD (AMD) reported better-than-anticipated Q2 earnings results and an upbeat outlook for Q3 on Tuesday, but investors were looking for a far better performance, sending the stock sinking roughly 8%. Still, AMD ended the trading week just shy of 2% higher. AMD stock is outperforming Nvidia over the last 12 months, rocketing 180%, while shares of Nvidia are up 28% in the same