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Index/Ops/The Operations Podcast with Fexingo
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How Nvidia Redesigned Its Supply Chain for AI Dominance

The Operations Podcast with Fexingo · 2026-07-10 · 9 min

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Topics in this episode

AI chip manufacturingnvidia supply chaingpu supply chaintsmc coos packagingnvidia lead time reduction

Episode notes

In this episode, Lucas and Luna explore how Nvidia transformed its supply chain operations to handle explosive demand for AI chips. They break down the shift from a gaming GPU supply chain to a build-to-order model for data center processors, the role of NVIDIA's AI supply chain software in predicting demand, and how they partners with TSMC and Samsung to secure advanced packaging capacity. Specific numbers: Nvidia's lead times dropped from 12 weeks to 6, and their gross margins rose from 60% to over 70% in two years. A concrete look at operations scaling under extreme growth. #Nvidia #SupplyChain #AI #Operations #Semiconductor #TSMC #ChipManufacturing #DemandForecasting #LeadTimeReduction #AdvancedPackaging #Business #FexingoBusiness #BusinessPodcast #Process #People #Profit #Manufacturing #TechOperations Keep every episode free: buymeacoffee.com/fexingo

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