2026-11-04 · Fonte：deep-siliconangle.com/feed/?paged=6
Strong earnings from Nvidia and Salesforce underscored continued AI momentum, with the chipmaker indicating supply constraints will persist for some time.
The artificial intelligence buildout showed no sign of losing altitude this week, according to a SiliconANGLE analysis published August 28, 2026, with earnings season supplying the evidence. Nvidia, the chipmaker at the center of the AI compute boom, exceeded every revenue expectation, and the report's headline framing was blunt: it is Nvidia's world, and the rest of the industry simply lives in it.
The most telling signal came from chief executive Jensen Huang, who indicated that Nvidia will remain constrained on capacity for some time to come. In practical terms, that means orders for the company's AI hardware continue to outrun its ability to build and ship it. The analysis drew the direct conclusion: persistent capacity constraints point to no letup in demand. For watchers of the AI infrastructure cycle, a supply bottleneck of this kind runs counter to narratives of an AI spending pullback.
The week also produced a notable result from the software side of the house. Salesforce, cast in the report as the supposed epicenter of the so-called SaaSpocalypse — a label implying an apocalypse for the software-as-a-service business model — delivered big earnings results of its own. Between the two companies, the momentum story the publication traced held firm, with strength registering on both the compute and applications layers of the stack.
The combined takeaway is that the binding constraint in the AI economy currently sits on the supply side. With Nvidia signaling that capacity tightness will persist and Salesforce defying predictions of software-sector collapse, the week's results offered little support for any thesis that AI demand is cooling. Until Nvidia's manufacturing capacity catches up with the order book, access to its hardware remains the industry's gating factor.
Tags: Nvidia · Jensen Huang · Salesforce · AI Earnings · Capacity Constraints
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