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Nvidia GPU Demand Remains Strong as Blackwell Tightens
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7.2
Per Wedbush, Nvidia demand for `Grace Blackwell` GPUs is straining supply as memory tightens. `Grace Blackwell` GPUs have become more difficult to acquire, per Wedbush.
Scoring Rationale
High-demand Nvidia GPU supply constraints directly affect AI infrastructure procurement; notable for practitioners but not an industry-shaking event.
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