Nvidia has said that shortages in memory supply are limiting how much revenue it could otherwise generate, while the article notes that the company’s own demand for advanced memory is contributing to the wider pressure. The issue matters because high-bandwidth memory is essential for Nvidia’s AI-focused processors, whose sales have become a major driver of the technology sector.

The company is competing with other AI hardware makers and memory-hungry industries for constrained supplies of advanced chips. This can restrict shipments even when demand for Nvidia’s products remains strong, potentially delaying sales and keeping prices elevated across the computing market.