What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention
Key takeaways
- The analyst who called NVIDIA in 2010 just named his top 10 AI stocks.
- The AI boom was supposed to follow a familiar technology cycle.
- Demand for computing power has accelerated so quickly that even older chips are rising in price instead of depreciating.
What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention Rich Duprey Sun, May 24, 2026 at 11:43 PM GMT+7 5 min read NVDA MU AVGO Quick Read Nvidia (NVDA) achieved its third straight earnings triple play by beating revenue estimates, topping earnings expectations, and raising forward guidance, driven by hyperscalers spending hundreds of billions on AI infrastructure; CFO Colette Kress revealed that rental prices for the company’s H100 GPUs rose 20% in 2026 while older A100 GPUs climbed 15%, signaling severe chip shortages across the entire AI compute stack including high-bandwidth memory from Micron Technology (MU), networking equipment from Broadcom (AVGO), and cooling systems.
The AI infrastructure boom is rewriting semiconductor cycles because demand for computing power has accelerated so quickly that older chips are rising in price instead of depreciating, indicating the bottleneck is worsening as hyperscaler spending continues to outrun manufacturing capacity.
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.