Nvidia’s most important rental chip is 40% cheaper: why it’s bad news for NVDA Stock

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Nvidia (NVDA) H200 card rental prices have dropped by about 40% in three weeks, seven dollars, to about $4 per hour. The re-pricing is based on the story of the rarity of artificial intelligence and the increasing risk of artificial intelligence. NVDA shares.

The NVDA index closed at $214.25 on May 28 before the latest reading from the price index.

The old silicon affects the Nvidia Bull case

The fall of H200 follows Nvidia’s transition across generations. Blackwell B200 and GB200 chips accept high prices with normalized Hopper supplies عبر النيوكلاوددٌوك to Orn.

Back to the old graphics processing unit feeds the secret risks of the shares priced at the same time as the continuing secret after standard Nvidia profits.

“The rental price of Nvidia H200 has dropped from 7 dollars per hour to 4 dollars per hour. 40% reduction in the cost of the most strategic assets in the field of technology” he pointed Al-Mahlal Thierry Borgia from Arvy.

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Locals keep building on NVDA

You’ll see you didn’t hesitate anymore. Dan Aives from Wedbush maintains his “superior performance” rating and his target of $300 Industrial capital boom for artificial intelligence. The consensus among 43 neighborhoods is close to $304, which indicates a 43% increase.

The biggest factor is at the customer level. An analysis by the Financial Times newspaper pointed out that the benefits of artificial intelligence between 2025 and 2025 -920302. For Microsoft and -28.8% for the end.

Mathematics feeds new fears artificial intelligence bubbles with ذزيق Free cash flow for high growth companies .

Nvidia’s revenue reached $81.6 billion in the last quarter, up 85%.

While the H200 recap won’t break this hypothesis alone, it carries a strong signal as the next earnings cycle approaches.

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