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Digitimes August 28, 2026 By Jingyue Hsiao neutral

Nvidia's upbeat outlook points to tighter AI supply chains ahead

AI / LLMSemiconductorsNVIDIA / GPUMemorySupply ChainData Center
Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's guidance points to continued price pressure and a broader buildout of infrastructure that will shape AI adoption across markets and industries.
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