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.
Joined June 2021
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That's a little more than what Nvidia made last quarter alone! I try to unpack what that says about AI mania in my CRN article, particularly for the solution providers who sell on behalf of Nvidia and OEM partners.
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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.
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