WS #14926
NVIDIA has moved to secure 37% of global memory production capacity, a strategic move to lock in supply for its next-generation AI chips. This consolidation, alongside Vertiv's recent certification, demonstrates NVIDIA's growing control over the physical infrastructure of the AI boom. The move is bullish for NVIDIA's long-term margins and competitive moat, though it may raise antitrust scrutiny concerns.
NVIDIA Supply Chain Consolidation
NVIDIA has moved to secure 37% of global memory production capacity, a strategic move to lock in supply for its next-generation AI chips. This consolidation, alongside Vertiv's recent certification, demonstrates NVIDIA's growing control over the physical infrastructure of the AI boom. The move is bullish for NVIDIA's long-term margins and competitive moat, though it may raise antitrust scrutiny concerns.