What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention

2 hours ago 4

Rich Duprey

Sun, May 24, 2026 astatine 11:43 AM CDT 5 min read

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Nvidia (NVDA) achieved its 3rd consecutive net triple play by beating gross estimates, topping net expectations, and raising guardant guidance, driven by hyperscalers spending hundreds of billions connected AI infrastructure; CFO Colette Kress revealed that rental prices for the company’s H100 GPUs roseate 20% successful 2026 portion older A100 GPUs climbed 15%, signaling terrible spot shortages crossed the full AI compute stack including high-bandwidth representation from Micron Technology (MU), networking instrumentality from Broadcom (AVGO), and cooling systems.
The AI infrastructure roar is rewriting semiconductor cycles due to the fact that request for computing powerfulness has accelerated truthful rapidly that older chips are rising successful terms alternatively of depreciating, indicating the bottleneck is worsening arsenic hyperscaler spending continues to outrun manufacturing capacity.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

The AI roar was expected to travel a acquainted exertion cycle. More request would spark much production, proviso chains would drawback up, and prices would gradually autumn arsenic hardware aged. That’s however semiconductors person behaved for decades. Yet AI infrastructure is rewriting those rules successful existent time.

Demand for computing powerfulness has accelerated truthful rapidly that adjacent older chips are rising successful terms alternatively of depreciating. And erstwhile a three-year-old graphics processor abruptly becomes much expensive, investors should wage attention. That is not mean semiconductor behaviour -- yet that’s precisely the astonishing awesome Nvidia (NASDAQ:NVDA) conscionable revealed.

Nvidia’s Triple Play Keeps Rolling

Nvidia’s net study past week delivered what has go a acquainted signifier for shareholders -- different “triple play.” The AI chipmaker bushed Wall Street’s gross estimates, topped net expectations, and raised guardant guidance each successful the aforesaid report.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks. Get them present FREE.

Revenue climbed to different grounds arsenic hyperscalers including Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), and Meta Platforms (NASDAQ:META) continued spending hundreds of billions of dollars connected AI infrastructure.

But the astir revealing item came from CFO Colette Kress. She noted that rental prices for Nvidia’s H100 GPUs person risen 20% truthful acold successful 2026 portion older A100 GPU rental prices climbed 15%. That is the benignant of pricing behaviour investors usually spot during commodity shortages -- not successful aging semiconductor hardware.

Let’s enactment that successful perspective.

The A100 launched successful 2020 based connected Nvidia’s Ampere architecture
The H100 debuted successful 2022 utilizing the Hopper architecture
Nvidia has already moved connected to newer Blackwell GPUs successful 2025 and 2026

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