Nvidia GPU availability near zero, AI compute demand off the charts

Group 1 - A proprietary data product from 3Fourteen Research indicates near-zero GPU availability, signaling that demand for compute resources is exceptionally high and outpacing supply [2][3] - Nvidia reported Q4 FY2026 revenue of $68.13 billion, a 73.2% increase year-over-year, with Data Center revenue reaching $62.31 billion, up 75% year-over-year, making up 91.5% of total quarterly revenue [4][8] - The CEO of Nvidia, Jensen Huang, stated that Blackwell sales are extremely high and cloud GPUs are sold out, confirming the data from 3Fourteen Research regarding the accelerating demand for AI compute [5][8] Group 2 - Data Center Networking revenue surged 263% year-over-year to $10.98 billion in Q4, driven by the adoption of NVLink fabric, indicating that customers are expanding their infrastructure due to GPU shortages [6][8] - The 3Fourteen analyst describes the current AI capital expenditure supercycle as a "true north star" in the market, despite existing macroeconomic challenges [7] - The VIX index, which measures market volatility, increased by 53.4% over the prior month, indicating a turbulent market backdrop, with a current level of 27.29, placing it in the 93.8th percentile relative to the past year [7]