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NVIDIA Blackwell "hard to find a single chip"? Institutions: Have never seen such a supply shortage before

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Wedbush Securities' latest report states that the demand for NVIDIA's Grace Blackwell system (including GB300 and B300) continues to remain high, as some customers have indicated that these products are becoming increasingly difficult to procure. "Since the Ampere/Hopper era, we don't recall such severe supply shortages occurring in the later stages of NVIDIA's accelerator cycle, which suggests that demand is growing faster than previously expected," they wrote. Wedbush also added that despite supply constraints, especially in memory supply, which remain the main cause of supply issues, NVIDIA is "in the best position within the entire technology ecosystem" given the current supply chain situation. (Blue Whale News)
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