AI News Investors Probably Missed

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5. NVIDIA Corporation (NASDAQ:NVDA

Number of Hedge Fund Holders: 179 

NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. Susquehanna analyst Chris Rolland recently released an investor note on the chipmaker, detailing that pricing on the Hopper line of products for NVIDIA Corporation (NASDAQ:NVDA) had remained strong ahead of the upcoming Blackwell line. Per the analyst, aftermarket prices for the H100 had been relatively stable at slightly less than $30,000. down 0.6% in the third-quarter. He further added that there had not been any rise in H100 supply in the secondary market, suggesting that companies were holding on to their purchases. At current pricing and 70% utilization, there was a relatively short five-month hardware payback period for cloud service providers renting the H100, which would justify the continued spending, Rolland added.

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