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Strong Demand Cannot Mask Supply Concerns; NVIDIA Stresses Two-Year Strategy to Secure Production Capacity
NVIDIA CEO Jensen Huang emphasized "very strong demand" during his CES keynote address on Monday, but according to Raymond James, he failed to allay investors' concerns about the company's supply capabilities. Analysts noted in a research report that investors are worried about supply constraints for memory chips.Raymond James noted that NVIDIA’ management mentioned the company has been planning its supply chain with partners for about two years. Analysts believe this indicates the company has secured the supply it needs.
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