Nvidia Faces Persistent Supply Shortages Amid Strong AI Chip Demand
Nvidia CEO Jensen Huang reports that demand for AI chips continues to exceed supply, with orders arriving daily despite broader market concerns about industry spending.
Nvidia CEO Jensen Huang reports that demand for AI chips continues to exceed supply, with orders arriving daily despite broader market concerns about industry spending.
Nvidia has removed the RTX 5090 from its US store, while retailers report the card as unavailable, sparking rumors of a production shift toward AI hardware.

Key industry updates include Apple's upcoming product event, a government investigation into Maextro brake issues, Nvidia's new AI supply policy, and record sales figures from Geely.
SpaceX plans to scale its AI compute capacity to 10 gigawatts by 2027 using Nvidia’s Vera Rubin architecture, with 40% of the infrastructure allocated to external customers.

CoreWeave has secured major AI contracts with tech giants while managing a debt load of approximately $50 billion.

Nvidia has removed the flagship GeForce RTX 5090 from its official online store, sparking industry speculation about a potential product discontinuation or an upcoming successor.

NVIDIA has launched the Nemotron 3.5 Super VL multimodal model and the compact Bolt series, offering new tools for agentic tasks and local deployment.

Nvidia and Cisco have unveiled the USFP optical module, a new high-density interface for AI data centers offering up to 12.8Tbps of total bandwidth.

New reviews of Nvidia RTX Spark-based laptops reveal performance metrics for the SoC, highlighting its mid-range CPU capabilities and competitive AI processing power.

Volvo Cars and Nvidia are deepening their partnership to integrate advanced AI computing and sensor technologies into future autonomous vehicle models.

Volvo is deepening its collaboration with Nvidia to integrate a new automated driving system across its entire vehicle range, including electric, hybrid, and gas-powered models.

Sferical AI has launched the Sferical One supercomputer in Sweden, featuring 1,152 Nvidia GPUs and backed by a consortium of major industrial corporations.

PNC Financial Services Group is building an internal AI infrastructure by acquiring data centers and Nvidia GPUs to reduce vendor dependence and control costs.

Adobe will integrate Nvidia's Nemotron open models into its Brand Concierge platform, with enterprise availability scheduled for later in 2026.

Nvidia CEO Jensen Huang claims the company is the only provider capable of managing $100 billion AI factory projects, citing a massive backlog of verified customer contracts.

Micro Center has removed Nvidia GeForce RTX 5090 graphics cards from its active inventory, fueling speculation about a potential production halt for the flagship GPU.

Nvidia is set to maintain a 12-layer HBM4 configuration for its Rubin AI chips, while market analysts forecast a 121% surge in HBM prices by 2027 due to technological shifts.

Nvidia is allocating $250 million in computing power to UK AI safety research and planning equity stakes in five British startups.

Nvidia has launched the GeForce 617.70 hotfix driver to resolve frame rate capping and flickering issues on 360Hz monitors.

Nvidia is scaling its European operations through multi-billion euro investments, infrastructure projects, and startup support programs across the UK, France, and the Nordics.
