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NVDA Supply Chain Strained: Hardware Bottlenecks Threaten AI Infrastructure Growth

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The Story

News Summary

  • Server supplier Wiwynn warns of a widening component squeeze impacting AI infrastructure.
  • While demand from Microsoft and Meta remains strong, supply chain bottlenecks for networking and memory chips may inflate costs and delay AI hardware scaling until at least 2027.
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NVDA price history

210.96 +18.92% over the displayed period

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