Nvidia Can't Solve the Two Big AI Buildout Problems

Nvidia faces significant challenges in supporting the rapid expansion of AI infrastructure, with two fundamental issues limiting its ability to fully capitalize on the AI boom: severe scarcity of its advanced chips and pressure on profit margins as demand outpaces supply. Despite its dominant market position, the company cannot produce enough GPUs to meet insatiable demand from tech giants and AI companies, while also managing pricing power and profitability in an increasingly competitive landscape.