Nvidia’s B200 Supply Can’t Keep Up

Nvidia’s (NASDAQ: NVDA) B200 GPUs Faster sales The company can do them. Matt Bryson and Antoine Legault of Wedbush spent several weeks in Asia, and despite the increase in production of Nvidia, they returned, saying that the B200s were constantly returning.

Interestingly, Dell (NYSE: Dell) gives priority to GB200s such as strong Q2 Guide, Gigabyte’s latest sales tubers and Wistron’s super -computer clothes, cloud manufacturers and dominant data centers.

In the meantime, standard servers also receive steam and feedback on MI350 accelerator, even if they are still deceived, seems ready to earn more CPU sockets in 2025.

On the storage front, things are not much less tight. There are not enough heads, so both Western digital and Seagate can continue to increase prices and fill their margins.

Wedbush thinks that WD will pay dividends in the near term, but Seagate’s Pivoti should give up to 2026.

Lower line: When GPUs and hard drives are insufficient, companies that allow them to call them Shotsand, which is currently NVIDIA, WD and Seagate. If you are watching the data center area, this supply squeezing, of course, tariffs or other policy movements that continue for chip and storage stocks may not shake the party.

This article emerged first Gurufocus.