NVIDIA CEO Jensen Huang Says Manufacturing Bottlenecks Are a ‘2–3 Year Problem.’ Here’s What That Means for Investors

NVIDIA CEO Jensen Huang Says Manufacturing Bottlenecks Are a ‘2–3 Year Problem.’ Here’s What That Means for Investors

The post NVIDIA CEO Jensen Huang Says Manufacturing Bottlenecks Are a ‘2–3 Year Problem.’ Here’s What That Means for Investors appeared first on 24/7 Wall St.. Quick Read CEO Jensen Huang argues that manufacturing constraints for AI chips at NVIDIA (NVDA) are scalable two-to-three year problems, not permanent growth ceilings, because foundry commitments drive equipment supplier capacity expansion. TSMC reported Q1 2026 revenue growth of 35% y…