Nvidia GPU Availability Improves Slightly But AI Chip Shortage Persists
• Evidence shows lead times for Nvidia's H100 GPUs have dropped from 8-11 months to 3-4 months, leading some companies to resell or reduce orders.
• Cloud providers like AWS now make it easier to rent Nvidia H100s, reducing demand and wait times.
• Companies developing their own large language models still face significant supply constraints and delays.
• Prices for Nvidia's H100 and other AI processors remain high despite improved availability.
• Demand continues to outpace supply, especially for companies training large models, though the shortage is not as extreme as before.