24/7 Wall Street
07 Jun 2026, 14:04 UTC · 2h ago
Jensen Huang's Next Announcement Could Trigger an AI Market Panic. Here's the Supply Shock Wall Street Isn't Pricing In
24/7 Wall Street
07 Jun 2026, 14:04 UTC · 2h ago
Story key points
4 claims · impact-rated
EIA forecasts global oil inventories to fall by 8.5 million b/d in Q2 2026, potentially causing refined product shortages. — A shortage of diesel and turbine gas directly threatens the physical construction of AI data centers and GPU delivery logistics.
-0.60NVIDIA's supply-related commitments increased significantly from $45.8 billion in Q2 FY2026 to $119.0 billion in Q1 FY2027. — This indicates massive, accelerating demand and forward-looking revenue security for the company.
+0.40Reports from Reddit indicate H200 GPU rental prices declined by 38% in the second half of May. — Declining rental prices suggest a potential cooling in immediate demand or an increase in supply, risking short-term pricing power.
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The consensus analyst view for NVIDIA remains overwhelmingly bullish, with 95% buy ratings and a target price of $298.07. — Strong institutional support provides a valuation floor, though it may also suggest the stock is crowded.
Ticker attribution
Model heads
While current financials are strong, the article highlights a significant bear case regarding energy supply shocks and refinery shortages that could delay AI factory construction and GPU deliveries.
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