Nvidia's B300 Server Price Surges to $1M Amid Supply Constraints
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy NVDA?
Source: seekingalpha
- Price Surge: The price of Nvidia's B300 servers in China has surged to around $1 million (7 million yuan) due to soaring demand and tightened U.S. export restrictions, reflecting a significant scarcity premium from late last year's price of 4 million yuan.
- Supply Chain Pressure: The B300 server, Nvidia's most powerful system for AI workloads, has seen sharp price increases as the grey market, a key supply channel, comes under pressure, indicating a strained supply chain.
- U.S. Market Comparison: In the U.S., a B300 server costs about $550,000, a slight increase from $500,000 earlier, highlighting the growing price gap between the U.S. and China due to limited supply.
- Increased Rental Demand: With prices soaring, some companies are turning to rental options, with one-year short-term contracts costing as much as 190,000 yuan per month, demonstrating the urgent demand for high-performance computing resources.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 209.250
Low
200.00
Averages
264.97
High
352.00
Current: 209.250
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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