NVIDIA Allocates Only 5-10% of RTX 5500 Orders Amid Chinese Demand Surge
Published 2 d ago1 sourceEvidence: Reported
Nokia's CEO Justin Hotard reports sustained strong demand from AI and cloud data center customers, but expects component shortages to constrain growth for an extended period before relief arrives. This signals ongoing supply-side constraints in the AI infrastructure buildout, with implications for tech supply chains and pricing.
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