Post by The Source by Rebound

Nvidia's Jensen Huang Tells Suppliers: The AI Boom Has Barely Started. Nvidia expects revenue to grow by nearly 100% in both 2026 and 2027, with Jensen Huang warning suppliers that demand is expanding far faster than the industry can build capacity, leaving HBM, ABF substrates, advanced packaging, cooling, and power systems under sustained strain well beyond 2027. Huang was unambiguous that supply chain constraints will not be resolved, describing the challenge as structural rather than cyclical, with Taiwan's ecosystem sitting at the centre of a global AI infrastructure buildout he considers the most critical investment window of the decade. For component manufacturers and distributors, this is as clear a forward demand signal as the industry produces and businesses not actively scaling capacity and partnerships now risk being locked out of the most significant growth cycle in semiconductor history. #TheSource #ReboundElectronics #Nvidia #AIBoom #Taiwan #AI #ComponentManufacturers #IndustryNews