'Speculation Has Emerged That Microsoft Has Scaled Down Its Orders For Nvidia's H100 AI Chips, Which Industry Sources View As A Positive Development Rather Than A Cause For Demand Bubble Concerns' - DigiTimes Alert
Portfolio Pulse from Benzinga Newsdesk
Speculation has emerged that Microsoft has scaled down its orders for Nvidia's H100 AI chips. Industry sources view this as a positive development rather than a cause for demand bubble concerns.
September 20, 2023 | 1:04 pm
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Microsoft has reportedly scaled down its orders for Nvidia's H100 AI chips, which is seen as a positive development.
The news suggests that Microsoft is adjusting its demand for Nvidia's AI chips, which could indicate a strategic shift or a response to market conditions. However, as the move is seen as positive, it's unlikely to have a negative impact on Microsoft's stock in the short term.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
NEUTRAL IMPACT
Microsoft has reportedly scaled down its orders for Nvidia's H100 AI chips, but this is viewed as a positive development rather than a cause for concern.
While a reduction in orders from a major customer like Microsoft could be seen as a negative for Nvidia, industry sources view this as a positive development. This suggests that the market does not see this as a sign of reduced demand for Nvidia's AI chips, which should limit any negative impact on Nvidia's stock in the short term.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70