$NVDA I made a little GTC Short: GTC Berlin in 82 seconds. Hope you enjoy it, … · @carrioresearch · TwKit

@carrioresearch

$NVDA I made a little GTC Short: GTC Berlin in 82 seconds. Hope you enjoy it, give it a watch☺️ Jensen said "Capacity is the constraint," and NVIDIA put numbers on it the same day: substrates 2.5x over three years, Amkor's interposer capacity up more than 300% by end-2028, test capacity doubling into 2027, and SPIL's CPO optical engines 15x by mid-2027. Power got its own line too. NVIDIA's blog calls it the biggest bottleneck in infrastructure right now, with more than $300B of equipment backlogged.

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