Wire · technology
NVIDIA and Supply Chain Partners Expand Capacity to Accelerate AI Infrastructure Buildout
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Fusion42 · 21 October 2026 · Fusion42 review
NVIDIA and its manufacturing partners plan to expand global AI infrastructure capacity significantly by 2028, including a 2.5x increase in substrate capacity and over 300% growth in interposer wafer capacity. Major investments back new U.S. testing facilities and expansions in Asia, supporting accelerated production of AI platforms.
This Wire brief sits within Fusion42's coverage of Deep Tech: Telecom & Connectivity, and 8 sources have reported it between 21 Oct 2026 and 22 Oct 2026.
◆ ◆ The Wire takeaway
Your chip supplier network is growing fast and needs more components and test capacity urgently. Lock in partnerships now or lose out as production scales rapidly in the next two years.
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8 sources · first reported 21 Oct 2026 · latest 22 Oct 2026
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