$NVDA SUPPLY CHAIN BOTTLENECKS MEAN AI CAPEX REMAINS STRONG 🚀
Nomura's deep-dive report highlights that cloud providers will struggle to slow expansion through 2027 due to competitive pressure among Microsoft, Google, Amazon, and Meta. With AI model iteration, rising inference demand, and constraints in advanced packaging and substrates, the bottleneck is shifting beyond GPUs to supply chain links like ABF substrates and HBM.
Small substrate suppliers may soon become the new limiting factor — meaning scarcity pricing persists for chip capacity. Are you positioned for continued AI infrastructure demand?
Not financial advice. Always manage your risk.
#NVDA #AIInvesting #Semiconductors #SupplyChain #Infrastructure
🎯
Nomura's deep-dive report highlights that cloud providers will struggle to slow expansion through 2027 due to competitive pressure among Microsoft, Google, Amazon, and Meta. With AI model iteration, rising inference demand, and constraints in advanced packaging and substrates, the bottleneck is shifting beyond GPUs to supply chain links like ABF substrates and HBM.
Small substrate suppliers may soon become the new limiting factor — meaning scarcity pricing persists for chip capacity. Are you positioned for continued AI infrastructure demand?
Not financial advice. Always manage your risk.
#NVDA #AIInvesting #Semiconductors #SupplyChain #Infrastructure
🎯