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Bloomberg

Nvidia Can’t Solve the Two Big AI Buildout Problems

Tuesday, August 11, 2026


Nvidia faces two constraints in expanding AI infrastructure: limited availability of advanced chips and pressure on profit margins as customers seek lower prices and competitors enter the market.

Original reporting: https://www.bloomberg.com/news/newsletters/2026-08-11/nvidia-can-t-solve-the-two-big-ai-buildout-problems

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