NVIDIA Says Supply For H100 Continues To Improve, But H200 Remains Constrained
Portfolio Pulse from Benzinga Newsdesk
NVIDIA reports that the supply for its H100 GPUs is improving, but the H200 GPUs remain constrained.
May 29, 2024 | 8:45 pm
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POSITIVE IMPACT
NVIDIA's supply for H100 GPUs is improving, which could positively impact sales and stock price. However, the constrained supply of H200 GPUs may limit potential gains.
The improvement in H100 GPU supply is a positive development for NVIDIA, likely boosting sales and stock price. However, the constrained supply of H200 GPUs could limit the overall positive impact.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100