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AI infrastructure matures, GPU supply and demand may even out

Summary by constellationr.com
By Larry DignanSince the start of the generative AI boom, demand for Nvidia GPUs has been insatiable. Nvidia is still raking in cash from its AI infrastructure, but there are few recent developments indicating that the industry is maturing a bit. In an announcement largely overlooked amid Nvidia CEO Jensen Huang's keynote at Computex, the company launched Nvidia DGX Cloud Lepton, an AI platform and marketplace that will connect developers to ava…
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constellationr.com broke the news in on Thursday, May 22, 2025.
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