How long can surging AI demand fuel Nvidia before infrastructure bottlenecks take over

The world’s leading AI chip manufacturer delivered first-quarter earnings that surpassed Wall Street forecasts, yet questions emerge about obstacles that could slow the sector’s explosive expansion. Nvidia reported strong growth, with quarterly revenue up 85% year over year to $81.6 billion. Net profit more than tripled to $58.3 billion. The company also expects sales of...