Semiconductor News & Analysis Feed

Oracle's fiscal 2026 results signal a sharp acceleration in AI data center investment, despite cautious market reaction to rising capital expenditures and debt. The company reported a GPU utilization rate of 97.5% in its data centers, underscoring tight supply and demand in the AI infrastructure mar

As the AI boom continues to drive demand, NVIDIA is facing a rare 'good problem' — intense supply constraints for its core chips. Wedbush analyst Matt Bryson recently revisited NVIDIA stock, noting unusually strong demand for the company’s Grace Blackwell systems, particularly GB300 and B300 models,

NVIDIA's Grace Blackwell systems, including the GB300 and B300, continue to experience strong market demand, with several customers indicating increasing difficulty in sourcing these products, according to Wedbush. The firm notes that supply constraints, particularly around memory, are a key factor,

NVIDIA's GPU demand remains robust as its Blackwell computing systems become harder to acquire, according to Wedbush analysis. The Grace Blackwell systems, including GB300 and B300 models, are facing supply constraints, reflecting global demand for high-performance computing capabilities, particular

According to a recent report from Wedbush, demand for NVIDIA's 'Grace Blackwell' GPUs remains robust, straining the supply chain, particularly due to tightening memory supplies. This situation highlights the growing demand for high-performance GPUs in AI and high-performance computing, especially wi