Nvidia signs billions in supply chain deals to unblock AI chip bottlenecks
CEO Jensen Huang says capacity is the constraint as company targets major expansion in substrates, advanced packaging, and chip testing through 2028
Nvidia announced a series of multi-billion-dollar agreements with supply chain partners at GTC Berlin on October 21, aimed at overcoming severe bottlenecks in the production of AI accelerators. The deals span substrates, co-packaged optics, advanced packaging, and semiconductor testing, with commitments and production roadmaps stretching through 2028.