Analyst Ming-Chi Kuo Says "Nvidia Halting Development Of GB200 NVL36*2 (Dual-rack 72 GPUs Version); Long-Term AI And Nvidia Trends Remaining Positive, But Frequent Product Plan Changes Likely Softening Short-term Trading Sentiment" - Medium
Portfolio Pulse from Benzinga Newsdesk
Nvidia is halting the development of its dual-rack GB200 NVL36*2, focusing instead on the single-rack NVL72 due to resource constraints and customer preferences. While this decision aligns with long-term AI trends, it may soften short-term trading sentiment due to frequent product plan changes.
October 01, 2024 | 3:22 pm
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Nvidia is discontinuing the dual-rack NVL36*2 to focus on the single-rack NVL72, which may cause short-term uncertainty in the market despite positive long-term AI trends.
Nvidia's decision to halt the NVL36*2 development in favor of NVL72 reflects a strategic shift to optimize resources and meet customer preferences. This move aligns with long-term AI growth but introduces short-term uncertainty due to frequent changes in product plans, potentially affecting investor sentiment.
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