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

NVIDIA's GPU demand remains robust as its Blackwell computing systems become harder to acquire, according to Wedbush analysis. The Grace Blackwell systems, including GB300 and B300 models, are facing ... Read original →

The Blackwell shortage stems not just from limited fab capacity but from the collision between exponential AI compute demand and bottlenecks in advanced packaging—especially TSMC’s CoWoS and HBM3e supply. Upstream, this inflates costs for memory and OSATs; downstream, hyperscalers are forced to adopt model quantization or mixed-precision training to stretch scarce GPUs. U.S. export controls compel NVIDIA to engineer region-specific SKUs, raising BOM complexity and delivery fragmentation. Competitors like AMD are fast-tracking MI300X with Samsung HBM, while firms in Taiwan, China explore edge-AI ASICs. Over the next 12–24 months, GPU scarcity will accelerate 'AI-as-a-Service' leasing models and spur RISC-V-based heterogeneous accelerators. If NVIDIA fails to dominate the CoWoS ecosystem by 2027, its pricing power faces structural erosion.