Several companies are facing supply constraints and struggling to keep up with demand for their products, similar to Nvidia's situation in the AI/data center market:
Nvidia itself is grappling with overwhelming demand for its AI chips and data center products that is outpacing its ability to increase supply quickly enough[5]. The company expects this supply-demand imbalance to continue in the near term.
Advanced Micro Devices (AMD) is another semiconductor company that has seen demand for its chips, especially data center CPUs and GPUs, exceed supply[2]. AMD is working to ramp up production to meet this demand.
In the networking space, companies like Arista Networks and Broadcom are benefiting from strong demand for high-speed Ethernet solutions needed for AI/data center workloads, as an alternative to Nvidia's InfiniBand offerings[3]. However, they may also face constraints in scaling supply.
Outside of semiconductors, electric vehicle makers like Tesla have faced production bottlenecks and struggled to increase manufacturing output fast enough to satisfy high consumer demand for their vehicles[1].
The supply chain challenges and inability to quickly boost production capacity to match escalating demand is a common issue faced by many companies across various sectors that are experiencing rapid growth driven by new technologies or product categories[4][5]. Careful supply chain management and capital investments in new manufacturing capacity are critical to alleviating these constraints.
Do add orcl to the list btw
Sources
[1] Which companies (will) compete with NVIDIA for AI ? : r/stocks - Reddit https://www.reddit.com/r/stocks/comments/183y1p8/which_companies_will_compete_with_nvidia_for_ai/
[2] The NVDA Alternatives: 3 Stocks Offering Superior Growth ... - Nasdaq https://www.nasdaq.com/articles/the-nvda-alternatives:-3-stocks-offering-superior-growth-prospects-to-nvidia
[3] The lesser-known stocks competing with Nvidia - Investors' Chronicle https://www.investorschronicle.co.uk/news/2024/05/21/the-lesser-known-stocks-competing-with-nvidia/
[4] Forget Nvidia: Billionaires Are Selling It and Buying These 2 ... https://www.fool.com/investing/2024/05/21/forget-nvidia-billionaires-sell-buy-supercharge-ai/
[5] Nvidia: Supply Growth Not Keeping Pace With Demand https://seekingalpha.com/article/4676087-nvidia-supply-growth-not-keeping-pace-with-demand
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