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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.
Rebellions is a South Korean fabless AI chip startup, which just closed on $124 million in Series B round funding, for its third AI chip called Rebel.
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.
HBM market expected to double its market revenue by 2025, as next-gen AI GPUs are in production, using the very latest (and fastest) HBM memory available.