"We track GPU availability at 314 Research as something that's proprietary to us. We've had people in the industry reach out to us because it's very good real time data, and that shows almost zero ability to get a GPU right now. So demand for compute is off the chart, and I expect that to be reflected next week."
"Blackwell sales are off the charts, and cloud GPUs are sold out. Compute demand keeps accelerating and compounding across training and inference - each growing exponentially."
"Data Center Networking revenue surged 263% year-over-year to $10.98 billion in Q4, driven by NVLink fabric adoption across GB200 and GB300 systems. When customers cannot get enough GPUs, they also build out the fabric to connect the ones they already have."
Real-time GPU availability data from 3Fourteen Research reveals near-zero supply availability, signaling unprecedented demand for computing resources. Nvidia's Q4 FY2026 results confirm this market signal with $68.13 billion in revenue, up 73.2% year-over-year, and data center revenue reaching $62.31 billion, up 75% year-over-year. CEO Jensen Huang stated Blackwell sales and cloud GPUs are sold out, with compute demand accelerating across training and inference. Data center networking revenue surged 263% year-over-year to $10.98 billion, driven by NVLink fabric adoption. This AI capex supercycle represents the primary market driver despite broader macroeconomic headwinds.
Read at 24/7 Wall St.
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