Nvidia GPU Demand Is So Extreme, Even Bad Cloud Infrastructure Is Selling, SemiAnalysis Says
SemiAnalysis says GPU scarcity is so severe that even poorly configured cloud infrastructure is still finding buyers at healthy margins.
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SemiAnalysis says GPU scarcity is so severe that even poorly configured cloud infrastructure is still finding buyers at healthy margins.
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https://www.bloomberg.com/news/articles/2026-09-25/goldman-sees-hyperscaler-ai-capex-rising-50-to-1-2-trillion