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Why Worries About an 'Air Pocket' in Demand for Nvidia's AI Chips Could Be Overblown

Amazon reportedly changed plans for some Nvidia orders to wait for the new Blackwell system to drop, fueling worries about an "air pocket" in demand for Nvidia's AI chips, but experts suggested those worries are overblown as demand continues to outpace supply.
Nvidia Hopper Nvidia Blackwell Don Montanaro Angelo Zino Grace Hopper Amazon Web Services

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