Wedbush Securities conducted a two-week supply chain survey in Asia and found that NVIDIA (Nvidia Corp.) "B200" picture processor (GPU) is currently in short supply, suggesting that there is still room for further growth in the next few quarters.
Seeking Alpha, GuruFocus reported, Wedbush analyst Matt Bryson, and Antoine Legault published a research report on the 7th, pointing out that even though NVIDIA continues to increase production, the supply of B200/GB200 has not yet been able to increase customer demand.
Reports, NVIDIA seems to have decided to ship GB200 first (the B200 based on PCIe solution is even more insecure). This approach should be more able to meet the server needs of model developers, new cloud operators, supercomputers, and host data centers.
These servers should be paired with more NVIDIA network solutions and are built by OEMs, which matches Dell's strong second season outlook, Gigabyte's strong May performance.
According to MarketWatch, Citi analyst Atif Malik also revised the NVIDIA target price from $180 to $190 on the 7th, and estimated that the overall potential market (TAM) of AI chips in the data center in 2028 will be $563 billion, higher than the previous estimate of $500 billion.NVIDIA is expected to benefit from the rapid rise of ownership AI. Malik pointed out that in 2025 alone, the ownership AI business is expected to receive up to $1 billion in NVIDIA operations, and the proportion of revenue in 2026 may increase even higher.
Malik is expected to see that the adjusted gross profit margin of NVIDIA is expected to rise again to 74-76% before the end of this conference year, mainly due to the problem encountered in transitioning to the new Blackwell platform.
However, last week, a report pointed out that US President Donald Trump intends to ban the export of advanced crystal AI films to Malaysia and Thailand, so as not to smuggle the chips into China. Although the United States has not yet made a final decision, Malik believes that the potential new regulations of the Trump administration will bring a small amount of risks to the NVIDIA.
NVIDIA fell slightly by 0.69% on the 7th day and closed at US$158.24. NVIDIA shares have risen by 17.83% since the beginning of the year.
Extended reading: NVIDIA once became the highest-priced company in history, surpassing Jiamo's stock market