Nvidia is preparing for a prolonged shortage of high-bandwidth memory (HBM), as artificial-intelligence infrastructure demand continues to exceed the semiconductor industry's ability to expand capacity. During Nvidia's fiscal second-quarter earnings call on August 26, 2026, Chief Financial Officer Colette Kress said the company was experiencing extreme memory pricing, with increases exceeding earlier expectations and likely to continue into the following year. SK Hynix, the leading HBM supplier, has indicated that broader memory supply and demand may not balance until 2030 at the earliest. Nvidia expects non-GAAP gross margins of approximately 74 percent in the third quarter of fiscal 2027, falling to 71-72 percent in the fourth quarter before recovering to 72-73 percent in fiscal 2028 as previously announced product-price increases take effect. Supplier purchase commitments rose from $119 billion to $279 billion, reflecting Nvidia's effort to secure scarce memory and support planned growth. About $92 billion of the commitments is scheduled for the remainder of fiscal 2027, with additional spending in the following two years. Data-center revenue reached a quarterly record, while Nvidia guided for approximately 70 percent year-over-year revenue growth in fiscal 2028; Jensen Huang said underlying demand was closer to 100 percent, with shipments constrained by component availability. The shortage is being intensified by the shift of DRAM capacity toward HBM for AI accelerators, including Nvidia's Vera Rubin platform. TrendForce data show DRAM contract prices rose 90-95 percent quarter over quarter in the first quarter of 2026 and 58-63 percent in the second quarter, while overall DRAM contract prices increased 59.5 percent in the second quarter. SK Hynix expects to devote about 30 percent of its DRAM capacity to HBM in 2026 and potentially about 40 percent in 2027. Its board has approved approximately $38.3 billion of investment through 2031 in South Korean facilities, while the company plans next-generation HBM4E production at a new Indiana site in the third quarter of 2029. SK Hynix holds about 50 percent of the HBM market, compared with roughly 33 percent for Samsung and 18 percent for Micron. New fabrication capacity, advanced packaging, power and water availability, and long-term supply agreements are all limiting near-term relief. Micron Technology's fiscal fourth-quarter results, scheduled for September 30, 2026, are expected to provide another indication of pricing and capacity trends. The source also includes a promotional section about KuCoin 5.0, which it says will launch in October with a unified account, access to stocks, indices and commodities, tokenized real-world assets, KCUSD yield, an AI assistant, and security and licensing features, followed by a disclaimer that the content is informational and not investment advice.