in postNVDNVDALONGFIRST CALL

“so you are telling me there's a cpu, gpu, memory, and storage shortage and everyone is also going to start self hosting frontier open source models?”

GPU shortage deepens as self-hosted frontier AI demand stacks on top of existing datacenter supply constraints, lifting NVDA revenues.

NVDNVDALONG@ $212.30

$199.92-5.83%

since call Jun 19

peak +2.2%

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