From 8-11 to 3-4 months, UBS said Nvidia has significantly shortened the AI ​​GPU delivery cycle

According to news from this site on February 17, according to a memo recently shared by UBS analysts to investors, Nvidia has significantly shortened the delivery cycle of AI GPUs (i.e., the time interval between customer placing an order and delivery). It has been shortened from 8-11 months at the end of last year to 3-4 months now.

The agency believes that there are two possibilities for Nvidia to significantly shorten the AI ​​GPU delivery cycle: the company is planning new solutions to increase production capacity to meet future orders; and the other possibility is NVIDIA currently has sufficient production capacity to handle the backlog of orders. Of course, the superimposed effect of the two factors cannot be ruled out.

Under the wave of AI, NVIDIA can shorten the delivery cycle, which is good news for both NVIDIA and its customers. It means that more products are being shipped, and More revenue will be generated, which is good news for the company and shareholders.

At the current pace, it looks like Nvidia will fill its backlog in the next two to three quarters, and UBS raised its price target on Nvidia to $850.

This site previously reported that Nvidia’s market value has reached US$1.83 trillion, surpassing Google’s parent company Alphabet and its market value is second only to Microsoft and Apple.

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