Vidia Ai Gpu News Today

Analyst expects $40 billion in AI GPU sales for NVIDIA in 2024, while AMD estimated with $3.5 billion, and Intel... Intel's estimated to make $500 million.

NVIDIA reportedly delaying data center, AI GPU shipments if they find out a customer is talking to AI GPU competitors, ex-Radeon GPU boss chimes in.

NVIDIA's super-expensive H100 AI GPUs are being offloaded as AI GPU customers, reportedly more cost-effective to rent AI processing through cloud providers.

The speed of NVIDIA AI GPU delivery has been 'greatly accelerated' where end of 2023 had an 8-11 month wait on AI GPUs, now it's only 3-4 months.

Goldman Sachs research shows AI GPU demand is healthy, supply constraints for NVIDIA AI GPUs easing, so share price target for NVIDIA has been boosted 28%.

NVIDIA has reportedly moved to Intel for advanced packaging of its next-gen AI GPUs to stop shortages, the company is bottlenecked by TSMC's CoWoS tech.

NVIDIA reportedly has an estimated 90% of the AI GPU market share, with 1.5 million to 2 million AI GPUs to be sold by NVIDIA in 2024 alone.

NVIDIA CEO Jensen Huang visits Taiwan and TSMC to check on the mass production status of Hopper H200, Blackwell B100 AI GPUs that will release this year.

NVIDIA will continue to struggle doing AI GPU business in China, with the Indian market now opening up with a huge $1 billion+ order for AI GPUs.

The semiconductor industry has the largest boost in over 10 years, largely driven by AMD and NVIDIA... especially NVIDIA with its massive AI GPU sales.