Nvidia's RTX 4090 Graphics Card Frenzy: Supply Crisis Hits Hard Amid Global Demand Surge and US Sanctions
Portfolio Pulse from Anusuya Lahiri
Nvidia Corp (NASDAQ:NVDA) faces a supply crisis for its RTX 4090 graphics cards due to high demand and US sanctions on chip exports to China. This has led to price hikes of up to 60% and a surge in demand for Nvidia's H100 chips. The company is also launching the H20 chip for the Chinese market, amidst broader industry concerns over geopolitical tensions and the need for supply chain diversification.
February 08, 2024 | 8:37 pm
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Nvidia's RTX 4090 supply crisis, coupled with the launch of the H20 chip for China, reflects challenges and strategic moves in response to US sanctions and global demand surges.
The supply crisis for Nvidia's RTX 4090 graphics cards and the strategic launch of the H20 chip for the Chinese market are direct responses to the challenges posed by US sanctions and the global demand surge. While the supply crisis could negatively impact short-term sales, strategic product launches and market adaptations could mitigate these effects and maintain investor confidence.
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