MarketPulse

GPU shortage

4 articles
BenzingaBenzinga··Erica Kollmann

Chinese Tech Giants Pay $1M Per Nvidia B300 as Export Controls Fuel Gray Market

Chinese firms pay ~$1M per Nvidia B300 server—double U.S. prices—amid export restrictions, while China's AI token usage surges to 32% globally.
NVDAAMDBABASMCIAI chipsChina market
Investing.comInvesting.com··Thomas Hughes

GPU Shortage Drives Chip Prices Higher: Three Ways to Capitalize on AI Boom

GPU rental prices surge as HBM shortages persist through 2027, creating investment opportunities in memory makers like Micron, alternative GPU suppliers like AMD, and GPU-as-a-Service providers including CoreWeave and Applied Digital.
NVDAAMDMUCRWVAPLD+2AI infrastructureAI chip demand
The Motley FoolThe Motley Fool··Adam Spatacco

Micron Surges 300% on AI Chip Boom, but Falls Short of Nvidia's Moat

Micron stock soared 300% over a year amid surging HBM chip demand. While poised for growth, structural weaknesses limit its potential to match Nvidia's dominance.
NVDAMETAMSFTMUAMZN+2data center buildoutAI infrastructure
The Motley FoolThe Motley Fool··Geoffrey Seiler

CoreWeave Stock Plunges Despite 110% Revenue Surge—Capex Concerns Weigh

CoreWeave's stock fell despite 110% Q4 revenue growth and $66.8B backlog, as $30-35B 2026 capex spending and debt concerns overshadow near-term guidance miss.
NVDAMSFTAMZNGOOGGOOGL+1capital expenditurecloud computing