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Nvidia forecasts doubling chip sales next year
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Fusion42 · 20 September 2026 · Fusion42 review
Nvidia forecasts doubling its chip sales next year, but this growth depends on overcoming supply chain constraints rather than increased demand. The company is deploying AI-driven supply chain management in collaboration with Palantir to better identify bottlenecks and allocate materials efficiently, signalling intensified competition for AI infrastructure components.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Nvidia doubling chip output depends on supply chain breakthroughs that will tighten competition for GPUs and AI chips. You making hardware or infrastructure deals must plan for supply pressure and higher costs now.
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1 source · 20 Sep 2026
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