YahooOctober 26, 2026 at 2:16 PM NYYesterday
Nvidia Is Sold Out: Jensen “Can’t Give You Chips for 2028,” Says Palo Alto CEO
Key TakeawaysPalo Alto Networks CEO Nikesh Arora says NVIDIA can’t supply chips for 2028, and Microsoft, Alphabet and Amazon report their capital spending plans next week. NVIDIA’s growth through 2028 looks limited by how many chips it can make, so Wall Street’s revenue estimates look conservative.
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