“Nvidia will continue to be sold out until sometime in 2027 — the guidance underscores how early we still are in the AI buildout.”
Said Nov 21, 2025Deadline Dec 31, 2027Stocktwits, 'Gene Munster Says Nvidia's Optimistic Guidance Signals AI Boom Is Far From Over', November 21, 2025 (following Nvidia's Q3 FY2026 results)
Nvidia said cloud GPUs were sold out at its November 2025 results and its Grace Blackwell rack-scale systems remained sold out through its fiscal Q1 2027 report in May 2026; the call resolves on whether supply catches up to demand at some point in 2027.