Based on a

chip analyst report
, Nvidia is expected to see upside in its GPU production
output in late Sep and Oct, which is expected to alleviate some of the tightness
previously anticipated and build into guidance. Their checks on the graphics
supply chain indicate that TSMC accelerated Nvidia wafer starts and that the
bottlenecks in back end assembly/test have also been resolved. Their datapoints
indicate that availability of Nvidia GPUs is expected to increase notable from
the third week of Sept.

Based on a

chip analyst report
, Nvidia is expected to see upside in its GPU production
output in late Sep and Oct, which is expected to alleviate some of the tightness
previously anticipated and build into guidance. Their checks on the graphics
supply chain indicate that TSMC accelerated Nvidia wafer starts and that the
bottlenecks in back end assembly/test have also been resolved. Their datapoints
indicate that availability of Nvidia GPUs is expected to increase notable from
the third week of Sept.