tae kim(@firstadopter):Jensen Huang tells Bloomberg that Nvidia is constrained by shortages of HBM and LPDDR memory, land, power, and construction workers. Basically, the chip maker is supply constrained versus demand. "I think we have the ability as an industry to double each year, but we're going to have a hard time growing much faster than that" IS DOUBLING REVENUE EACH YEAR IN YOUR MODELS?

tae kim

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tae kim@firstadopter

2026.07.25 23:23

Jensen Huang tells Bloomberg that Nvidia is constrained by shortages of HBM and LPDDR memory, land, power, and construction workers. Basically, the chip maker is supply constrained versus demand. "I think we have the ability as an industry to double each year, but we're going to have a hard time growing much faster than that" IS DOUBLING REVENUE EACH YEAR IN YOUR MODELS?

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