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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%.