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The explosive growth of AI workloads, from large language models to real-time inference engines, has pushed GPU demand to unprecedented levels. Despite increased production efforts from major chipmakers, supply remains tight due to limited manufacturing capacity and high demand from data centers. Startups and research institutions are particularly affected, facing long wait times and rising prices for essential hardware. Industry experts predict that shortages may continue until new fabrication plants come online in the next two years.

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The demand surge is understandable — AI is expanding rapidly, but long-term solutions will require massive investment in chip production.

Source: Semiconductor market analysis & GPU manufacturer reports.

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