Nvidia (NVDA) has spent most of the AI boom dealing with “good” problems, chief among them that its most important chips remain very hard to get.
According to TheFly, Wedbush analyst Matt Bryson just revisited Nvidia stock after finding that demand for the company’s Grace Blackwell systems remains unusually strong, with customers saying GB300 and B300 products are becoming tougher to source this late in the AI accelerator cycle
Supply tightness at this juncture points to something critical, mainly that demand is running hotter than Wall Street is modelling. Bryson feels both forces are at play. The 4.99-star Wedbush analyst, covering 17 stocks with a 78.82% success rate, according to TipRanks, said he doesn’t recall availability issues this late in an Nvidia accelerator cycle since Ampere and Hopper.
For perspective, those powerful chips helped build Nvidia’s current AI empire. Now, Blackwell appears to be creating its own supply squeeze, and Wedbush feels Nvidia is better positioned than the rest of the tech ecosystem. Wedbush sees Nvidia demand staying unusually strong Wedbush analyst Matt Bryson remains bullish on Nvidia, pointing to unusually tight availability for the company’s Grace Blackwell systems, including the GB300 and B300.