Nvidia’s supply snags hurting deliveries but mask booming demand By Reuters

From Investing.com: 2024-11-20 21:15:34

Nvidia’s revenue forecast disappoints Wall Street, sparking concerns about AI boom. However, company insists demand for its chips remains strong. Forecasting slowest revenue growth in seven quarters, Nvidia faces supply chain constraints and chip flaw challenges. Advanced packaging bottleneck hampers production, but company expects demand to exceed supply throughout 2025. Mask change for Blackwell chip lowers yields, impacting production timelines and costs. Production ramp-up expected to pressure gross margins, but company remains optimistic about meeting demand. Investors remain focused on supply capacity as demand for Nvidia’s chips remains high.



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