Anjney Midha

Founder, AMP
· tracked since May 2026
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NVDA long -0.2%
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Long
May 27
$212.48
-0.2%
NVIDIA H100 shortage to worsen.
AI compute is chronically undersupplied; NVIDIA H100 chips are extremely scarce, with on-demand rates 5x normal. The situation will worsen as demand continues to outpace supply, supporting strong pricing power for NVIDIA.
AI/Semi
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