Nvidia: H200 And Blackwell Demand Exceed Supply; Upgrade To ‘Strong Buy’


  • Nvidia Corporation’s stock price has gained 124% since July 2023, driven by strong growth opportunities in the data center segment and AI computing.
  • The company’s Q1 FY25 earnings showed explosive revenue and profit growth, with expectations of demand surpassing supply for their H200 and Blackwell products.
  • Nvidia is expected to continue dominating the GPU market, with competitors like Intel and AMD lagging in terms of technology and product offerings.

Moscow, Russia - April 7, 2019: NVIDIA microchip on the motherboard

Antonio Bordunovi

I recommended buying shares of NVIDIA Corporation (NASDAQ:NVDA) in my initiation report published in July 2023, and since then, the stock price has gained 124%. I highlighted their strong growth opportunities in the data center segment, driven by AI

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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