Analyst cites a 12-to-1 demand-to-supply ratio for Nvidia GPUs amid hyperscale expansion by Meta and Oracle.
Nvidia faces a 12-to-1 demand-to-supply imbalance for its AI chips, driven by aggressive hyperscale investments from Meta and Oracle. The shortage extends beyond traditional cloud providers, intensifying competition for GPUs.
NVDA stock has gained less than 15% over the past year, lagging its business momentum as production struggles to meet AI-driven demand. Bearish bets, including Michael Burry’s increased put positions, contrast with strong operational performance.
Despite slowing stock momentum, demand shows no signs of peaking, with analysts projecting sustained growth as AI infrastructure buildout continues.