Semiconductor News by Dylan Martin(@DylanOnChips):Analysis: Nvidia is once again showing that demand for AI infrastructure is continuing at a breakneck pace, but it has indicated that production capacity for its chips and systems could fall short of what customers need by roughly $100 billion next year.

Semiconductor News by Dylan Martin

@DylanOnChips

News/features about semiconductors from @CRN Senior Editor Dylan Martin. Send tips to dmartin@thechannelco.com or dylanljmartin.81 on Signal.

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Semiconductor News by Dylan Martin@DylanOnChips

2026.09.18 14:06

Analysis: Nvidia is once again showing that demand for AI infrastructure is continuing at a breakneck pace, but it has indicated that production capacity for its chips and systems could fall short of what customers need by roughly $100 billion next year.