Bloomberg Surveillance · Saturday, July 25, 2026
Nvidia is experiencing constraints across its supply chain, particularly in high-bandwidth memory (HBM) and other memory types. Huang also noted limitations in land, power, and construction workers needed for data center build-outs, which could throttle growth.
“Well, we don't have enough bits. We're constrained in HBO memories, LPDD our memories. We're constrained, and just about every part of the supply chain. We're even constrained now with land and power and construction workers to set up the data centers.”
“Unlike electronics, electronic devices like PCs and phones and things like that, it's really really hard to scale up land power and shell and so all of the supply chain just really needs to get built out over the years.”