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Nvidia CFO indicates demand is tracking toward 140% growth while current supply constraints are delivering only half that volume.

The persistent CoWoS packaging bottleneck will force hyperscalers to accelerate alternative architectures or delay deployment timelines through 2027.
Trade pressSlicast · August 28, 2026 · US · Source: Google News
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Nvidia CFO indicates demand is tracking toward 140% growth while current supply constraints are delivering only half that volume.

The persistent CoWoS packaging bottleneck will force hyperscalers to accelerate alternative architectures or delay deployment timelines through 2027.

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In-depth analysis
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Nvidia CFO indicates demand is tracking toward… · Slicast