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Marcus Schuler
marcus-schuler.com
did:plc:lao6esrizvfh6fobmyegun6s
Nvidia's gross margin forecast dips to 71% trough in 2028, and memory prices are the culprit, not demand. Supply constraints cap growth at 70%—that's the real pinch, not model adoption. #semiconductors #chips https://www.implicator.ai/nvidia-hugging-face-supply-caps-2028-forecast/
2026-08-27T17:45:42.772Z