$NVIDIA(NVDA)$ CEO Jensen Huang is once again signaling what the market already knows.
Demand remains "enormous" across the entire stack—everything from wafers and silicon photonics to basic cable connectors is still tight. That's not a minor bottleneck; it's a full supply chain constraint.
On top of that, he hinted there may be additional announcements coming tomorrow… which tends to keep NVDA in the spotlight.
The bottom line: this isn't a demand issue; it's a supply struggle trying to keep up with an accelerating AI buildout.
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