AITheStreet3 days ago
5-star analyst revisits Nvidia stock on peculiar GPU demand situation
5 min read
Wedbush analyst Matt Bryson revisited Nvidia stock after finding demand for Grace Blackwell systems remains unusually strong. Customers report GB300 and B300 products are becoming tougher to source late in the AI accelerator cycle. Supply tightness suggests demand is running hotter than Wall Street models.
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