Baird says the firm’s supply chain meetings dismiss lingering concerns around Nvidia’s (NVDA) GB200 mix for the year. GB200, following a late and slow start, is now starting to gain momentum, the analyst tells investors in a research note. Baird believes previously discussed delays for GB200 have not been related to demand but to data enter availability while architecture novelties have taken time to implement and optimize. Investors should not assume that these initial delays will lead customers to skip to the next-generation products, the firm contends. It expects GB200 to represent the majority of Nvidia’s GB mix in the second half of 2025 and into 2026. Baird keeps an Outperform rating on the shares with a $195 price target
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