UBS says that lead times of Nvidia’s H100 shrink from 8-11 months to 3-4 months and this may impact its growth.
UBS says that lead times of Nvidia’s H100 shrink from 8-11 months to 3-4 months and this may impact its growth.
Wait times for Nvidia’s AI GPUs ease to three to four months, suggesting peak in near-term growth — the wait list for an H100 was previously eleven months: UBS
