About 30% of the data-center capacity planned for 2028 in the US may face delays or risks, according to UBS estimates. This poses a significant challenge for NVIDIA, whose AI-driven growth depends on these new facilities being completed on time. While NVIDIA has committed billions to chip and memory supplies, many of the buildings to house this equipment are still only proposed, not yet built. Delays in power, construction, labor, or permits could disrupt NVIDIA's revenue growth and margin expectations, shifting the AI debate from demand to delivery challenges. Investors are already reacting, with chip and equipment stocks falling sharply, while data-center landlords with secured sites are holding up better. The upcoming earnings report will be closely watched for signs of whether NVIDIA can meet its revenue guidance amid rising costs and delivery risks.
NVIDIA shares on Pluang are trading at USD 186.64 as of Nov 07, 2026 22:31 WIB, up 2.78% for the day but still below their 52-week high of USD 239.27. This price sits closer to the 52-week low of USD 165.17, highlighting some investor caution despite the recent gains. The balanced 50% sell and 50% buy order activity reflects mixed sentiment as the market weighs the risks of delayed data-center capacity against NVIDIA's growth prospects.
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