Nvidia Faces Massive Chip Shortage as Palo Alto CEO Warns 2028 Orders Are Unavailable
Yahoo Finance ·
Palo Alto Networks CEO Nikesh Arora revealed that Jensen Huang cannot provide chips for 2028, underscoring the severe supply constraints facing Nvidia. While Wall Street projects a 68 percent revenue increase for the fiscal year ending January 2028, analysts note this growth is strictly capped by manufacturing capacity. Nvidia currently trades at 17 times forward earnings, marking its lowest multiple in three years. Tenstorrent CEO Jim Keller added that a 10 million dollar order might go unanswered, and Wedbush analyst Dan Ives estimated current demand outstrips supply by a ratio of 13 to 1. As tech giants like Microsoft, Alphabet, and Amazon prepare to report their capital expenditures, rental prices for older models like the H100 continue to surge, and Nvidia moves forward with price increases to offset rising memory costs despite ongoing debates over market demand sustainability.
AI 시장 분석
Nvidia (NVDA) is experiencing an extreme supply shortage, with chip supplies sold out through the 2028 lineup. Wall Street projects a 68% revenue increase for the fiscal year ending January 2028, with demand exceeding supply at a 13-to-1 ratio. Investors should closely monitor Big Tech capital expenditure (CapEx) plans and Nvidia's production capacity limits.
상승 영향
- AI — Nvidia's 2028 chip allocation is sold out and demand exceeds supply by 13 to 1, directly demonstrating expanding AI infrastructure investments.
- Semiconductors — According to Wedbush analysis, supply shortages relative to demand are worsening and prices are rising, positively impacting Nvidia and its related value chain earnings.
하락 영향
- Cloud — Big Tech companies such as Microsoft, Amazon, and Alphabet must execute massive capital expenditures, but delays in securing chips are increasing cost pressures.
DYAX 전담 분석
According to statements from Palo Alto Networks CEO Nikesh Arora and Wedbush's Dan Ives, current AI chip demand outpaces supply by 13 to 1, with allocations completely sold out through 2028. As supply constraints persist—with H100 rental costs rising 45% compared to December—Nvidia's earnings growth will likely be determined by its manufacturing capacity.
The bullish scenario involves upward revisions to revenue forecasts driven by continued CapEx expansion from Big Tech, while the bearish scenario entails the risk of order cancellations due to worsening customer financing conditions. Key watchpoints include upcoming capital expenditure announcements by Microsoft, Alphabet, and Amazon, as well as margin changes driven by rising memory costs.
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DYAX Investor Sentiment
Bullish (Long) 51% · Bearish (Short) 49%
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