A major Taiwanese assembler of Nvidia AI servers has flagged emerging component shortages, even as the company reported second-quarter sales that beat expectations with a nearly 40% year-on-year increase.
The manufacturer noted that sales momentum decelerated toward the end of the quarter, signaling potential friction in the supply chain as demand for AI infrastructure remains intense.
The warning from the assembler underscores the tightness in the semiconductor supply chain, particularly for high-end AI servers.
While the strong quarterly results reflect robust underlying demand, the deceleration and supply constraints suggest that the industry may be approaching capacity limits or facing logistical bottlenecks.
This development adds nuance to the broader narrative of unchecked AI spending, highlighting the physical constraints that could temper near-term growth.
The news comes amid heightened scrutiny of Nvidia's supply chain and export compliance.