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GPU scarcity

2 articles
The Motley FoolThe Motley Fool··Sean Williams

Nvidia's $1T Blackwell Bet Masks Margin Erosion Risk as Competition Looms

Nvidia CEO forecasts $1 trillion in Blackwell/Vera Rubin GPU sales through 2027, but mounting chip competition and supply normalization threaten margin expansion.
NVDATSMdata centersartificial intelligence
The Motley FoolThe Motley Fool··Sean Williams

Nvidia Faces Headwinds Despite Earnings Beat as Valuation Concerns Mount

Nvidia expected to beat Q4 earnings, but elevated valuations and competitive threats from rivals developing proprietary chips raise concerns about sustaining momentum.
NVDAAMDTSMAVGONvidia earningspricing power