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Nvidia GPU demand stays strong as Blackwell becomes more difficult to acquire: Wedbush

Breaking News on Seeking Alpha · 2026-06-08 13:44 · View original source ↗

AI assessment

Nvidia's Grace Blackwell systems have seen increased demand from customers who are having trouble obtaining them, indicating strong market interest and potentially higher prices or scarcity.

Why BUY: The news suggests a shortage of Nvidia's high-demand products, which could lead to price increases or better margins for the company.

Model: qwen2.5:3b · 2026-06-08 14:19

Article (stored locally)

Nvidia ( NVDA ) continues to see elevated demand for its Grace Blackwell systems, including the GB300 and the B300, as several customers indicated these are becoming more difficult to source, according to Wedbush. "We do not recall availability issues this late