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NVIDIA AI GPU customers 'offloading' chips, selling hard-to-buy excess AI GPU hardware

NVIDIA's super-expensive H100 AI GPUs are being offloaded as AI GPU customers, reportedly more cost-effective to rent AI processing through cloud providers. ....

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NVIDIA says next-gen B100 AI GPU will be 'supply constrained' as 'demand far exceeds supply'

NVIDIA says supply of its Hopper AI GPUs is improving, with demand 'very strong' while expecting next-gen B100 to be 'supply constrained'. ....

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Baird analysts increase NVIDIA stock target from $750 to $1050, because of next-gen Blackwell

Baird raises the target price of NVIDIA shares from $750 to $1050: AI GPU shipments are ramping up, new H200 and B100 AI GPUs are around the corner. ....

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NVIDIA AI GPU dominance sees Goldman Sachs increase NVIDIA share price target by 28%

Goldman Sachs research shows AI GPU demand is healthy, supply constraints for NVIDIA AI GPUs easing, so share price target for NVIDIA has been boosted 28%. ....

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NVIDIA rumored to switch to Intel for advanced packaging for next-gen AI GPUs, away from TSMC

NVIDIA has reportedly moved to Intel for advanced packaging of its next-gen AI GPUs to stop shortages, the company is bottlenecked by TSMC's CoWoS tech. ....

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