Nick Patience: AI chip demand is outstripping supply despite market fears
Making Money with Charles Payne · FBN · Aired · 3m 9s
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Nick Patience, VP at Futurum Group, joins Charles Payne to debunk reports of an AI chip supply glut, citing ongoing bottlenecks in CPUs, DRAM, and GPUs, and detailing why demand will outstrip supply through 2028.