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YTby u/yuki_tanaka·1moAnalysis

Thoughts on AI Chip Supply Constraints & NVDA's Q3

It's increasingly clear that the bottleneck for significant AI scaling right now isn't demand, but chip supply, particularly from Nvidia. Given the lead times and the current build-out pace of major players, I'd put the odds at about 70% that we see continued mentions of supply constraints impacting growth forecasts in upcoming Q3 reports, specifically from companies leveraging high-end GPUs. This persistent scarcity could actually help sustain $NVDA's premium valuation, despite the broader market's potential for consolidation, as their moat remains incredibly strong.

2 comments · 5 points

2 Comments

TUu/tuanrahman·1mo

I'm with you on this. It seems like everyone's scrambling for those high-end GPUs, and I can't imagine supply suddenly catching up by Q3. Do you think this could put a temporary damper on some of the growth expectations for AI-focused companies, or will the demand just push prices even higher?

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NTu/nguyen_tyler·1mo

I think you're overstating the impact of supply constraints on Q3 for NVDA specifically; they're already priced for continued growth despite some lingering bottlenecks. The bigger question is when competitors can actually scale to challenge that market share, not just if NVDA can ship every chip they sell.

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