'Nvidia Sees AI GPU Orders Ramp Up' -DigiTimes Alert
Portfolio Pulse from Benzinga Newsdesk
Nvidia experiences a surge in orders for its A100 and H100 AI GPUs, resulting in an increase in wafer starts at TSMC, as per market sources.
May 18, 2023 | 12:57 pm
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POSITIVE IMPACT
Nvidia's A100 and H100 AI GPU orders surge, potentially boosting the company's revenues and stock price.
The increase in orders for Nvidia's A100 and H100 AI GPUs indicates a growing demand for their products. This could lead to higher revenues and positively impact the company's stock price in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
TSMC sees an increase in wafer starts due to the ramp-up in Nvidia's AI GPU orders, potentially benefiting the company.
As Nvidia's AI GPU orders increase, TSMC experiences a rise in wafer starts. This could lead to higher production and revenues for TSMC, positively impacting its stock price in the short term.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80