One of the biggest challenges for the artificial intelligence buildout, surprisingly, isn't the money. Big tech companies are spending hundreds of billions of dollars this year on AI infrastructure, and they seem determined to exceed that next year. Obviously, demand is not going to be a problem. But supply is becoming an issue of its own. Nvidia (NVDA) officials have directly tied supply shortages to limiting AI revenue growth. Dell Technologies (DELL), whose stock recently hit all-time highs, would likely be doing even better if it didn't have supply shortages. Management has said the available component supply isn't enough to fulfill customer orders.
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