5-star analyst revisits Nvidia stock on peculiar GPU demand situation - Yahoo Finance

As the AI boom continues to drive demand, NVIDIA is facing a rare 'good problem' — intense supply constraints for its core chips. Wedbush analyst Matt Bryson recently revisited NVIDIA stock, noting un... Read original →

NVIDIA’s current supply crunch stems not from manufacturing shortfalls but from AI cluster deployment outpacing forecasts, with Grace Blackwell platforms consuming HBM3e and advanced DRAM at unprecedented rates—pushing memory suppliers like SK Hynix to capacity limits. This intensifies material competition across the AI chip ecosystem and cements NVIDIA’s preferential access to TSMC and packaging resources, deepening its technical moat. Geopolitically, while U.S. export controls don’t directly block Blackwell shipments, they inflate global compliance overhead, nudging smaller customers toward alternatives. AMD and Intel are accelerating MI300 and Gaudi3 cloud certifications, yet without CUDA’s software dominance, they can’t displace NVIDIA in training workloads. Over the next 18 months, this 'high-end compute famine' will drive HBM stacking beyond 12 layers, expand CoWoS capacity, and likely trigger a wave of custom AI chips as hyperscalers bypass general-purpose GPUs to co-design architectures directly with foundries.