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semiconductor supply

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Futuristic data centre and semiconductor manufacturing facility representing rising AI demand and constrained supply.
Posted inArtificial Intelligence

NVIDIA says AI demand could grow 100%, but supply is holding it back

NVIDIA expects 70% revenue growth in fiscal 2028, but says underlying AI demand could be growing around 100%, with supply remaining the key constraint.
Posted by Shilpa Dhingra August 30, 2026
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