Nvidia GPU demand stays strong as Blackwell becomes more difficult to acquire: Wedbush - MSN

NVIDIA's Grace Blackwell systems, including the GB300 and B300, continue to experience strong market demand, with several customers indicating increasing difficulty in sourcing these products, accordi... Read original →

NVIDIA’s preemptive securing of HBM and DRAM supply isn’t just logistics—it’s reshaping the AI hardware hierarchy. The Blackwell shortage reflects not capacity limits but the soaring complexity of integrating advanced packaging with next-gen memory, a barrier AMD and Intel can’t clear before 2026. This forces OEMs deeper into CUDA dependency, amplifying ecosystem lock-in. Geopolitically, while U.S. export controls on HBM aren’t explicit, tightened reviews on shipments from Samsung and SK Hynix to Taiwan, China and Hong Kong, China elevate supply risk for rivals. AMD may pivot to chiplet-based LPDDR5X workarounds, but bandwidth deficits cripple large-model training viability. Over the next 18 months, HBM4 ramp timing and CoWoS availability will decide market share—and NVIDIA’s alliances with TSMC and Micron have turned supply chain resilience into a strategic moat, cementing its pricing dominance in AI infrastructure.