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Nvidia s triumphant reign in the AI arena has brought the semiconductor industry to a crossroads. The company has set stock market records and continues to lead the AI industry. Its outlook appears robust, and as other companies try to attach their growth projections to AI, the market shows no signs of slowing down. However, Nvidia s manufacturing base is grappling with overwhelming product demand. The competition is scrambling to keep up, and technology is struggling to match the pace of AI s advancements. This situation poses questions for the broader chip landscape and the future of innovation.

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