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2026-05-25
Nvidia CFO flags GPU price surge as AI chip shortage deepens - MSN
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www.msn.com 2026-05-25 MSN
GPU prices jump: Nvidia's CFO reported 2026 rental prices for H100 GPUs rose 20% and A100s 15%, defying normal semiconductor depreciation trends. Shortage spans stack: The AI chip bottleneck now affects GPUs, memory, networking gear, and cooling systems as hyperscaler demand overwhelms supply. Economic implications: Rising prices for older chips suggest AI infrastructure is behaving like a scarc
NvidiaGPU pricingAI chipsSemiconductor shortageData centerCloud computingChip supply chainArtificial intelligence
2026-05-25
What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - 24/7 Wall St.
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247wallst.com 2026-05-25 24/7 Wall St.
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2026-05-25
What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - Yahoo Finance
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finance.yahoo.com 2026-05-25 Yahoo Finance
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2026-05-24
NVIDIA CFO Teases Rivals Caught Off Guard by Memory Shortage, Says Her Firm Knew Prices Would Soar - Wccftech
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wccftech.com 2026-05-24 Wccftech
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2026-05-21
Nvidia CFO Colette Kress says CPU revenue will total $20 billion across standalone and superchip sales - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-05-21 Yahoo! Finance Canada
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2026-05-21
Nvidia CFO on Blackwell's & Vera Rubin's trillion-dollar future - Yahoo Finance
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finance.yahoo.com 2026-05-21 Yahoo Finance
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2026-05-21
Qualcomm CFO Just Detailed a Three-Part Data Center Play. Here’s What It Means for QCOM Stock - TIKR.com
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www.tikr.com 2026-05-21 TIKR.com
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2026-05-21
Nvidia on track to be worlds leading CPU supplier claims CFO - The Register
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www.theregister.com 2026-05-21 The Register
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2026-05-21
Nvidia CFO says company has 'full confidence' in $1 trillion revenue forecast for Blackwell and Rubin chips from 2025 through calendar 2027 - marketscreener.com
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www.marketscreener.com 2026-05-21 marketscreener.com
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2026-05-16
Texas Instruments (TXN) CFO exercises 47,734 options and sells matching shares - Stock Titan
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www.stocktitan.net 2026-05-16 Stock Titan
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2026-05-15
Anthropic's CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here's Why Nvidia, Amazon, and Google Are All in Play - 24/7 Wall St.
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247wallst.com 2026-05-15 24/7 Wall St.
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