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Analyst says NVIDIA will generate 80x more revenue from AI GPUs in 2024 than Intel

Analyst expects $40 billion in AI GPU sales for NVIDIA in 2024, while AMD estimated with $3.5 billion, and Intel. Intel's estimated to make $500 million. ....

Pat Gelsinger , Bloomberg Technology , Nvidia H100 , Vidia Ai Gpu , Ai Gpu , I Gpu Sales , Ai Processor , Ai Accelerator , Nstinct Mi300x , 200 Ai Gpu ,

NVIDIA is the 'GPU cartel', will delay shipments if AI GPU customers talk to AI GPU competitors

NVIDIA reportedly delaying data center, AI GPU shipments if they find out a customer is talking to AI GPU competitors, ex-Radeon GPU boss chimes in. ....

Jonathan Ross , Wall Street , Wall Street Journal , Ai Gpu , I Gpu Shipments , Scott Herkelman , Vidia Ai Gpu ,

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. ....

Amazon Web Services , Google Cloud , Ai Gpu , Vidia Ai Gpu , Elling H100 , 100 Ai Gpu ,

NVIDIA's supply chain has 'massive improvement' in AI GPU deliveries, lower delivery times now

The speed of NVIDIA AI GPU delivery has been 'greatly accelerated' where end of 2023 had an 8-11 month wait on AI GPUs, now it's only 3-4 months. ....

United Arab Emirates , Jensen Huang , Taiwan Semiconductor Manufacturing Company , World Government Summit , Vidia Ai Gpu , Ai Gpu , Artificial Intelligence , Nvidia H100 , Nvidia H200 , Opper H100 , I Gpu Shipments ,

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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