Nvidia

“We believe these AI cloud partners have strong customer demand and robust sales pipelines but are constrained by the large-scale infrastructure that is required to meet that demand,”

Nvidia · said date not stated · reported 2026-10-24

Nvidia stated in its quarterly filing that AI cloud partners are constrained by infrastructure requirements.

“hopes to start deliveries soon.”

Nvidia · said 2025-07-14 · reported 2025-07-15

Nvidia stated in a company blog post that it expects to resume chip deliveries to China soon.