{"id":"tp-40457","type":"article-newspaper","title":"Nvidia May Face Chip Competition in 2028 as HBM Risks Extend Beyond 2028","author":"John Kim","publisher":"TOKENPOST Inc.","url":"https://www.tokenpost.com/news/business/40457","datePublished":"2026-10-25T09:50:16.000Z","dateModified":"2026-10-25T09:50:16.000Z","language":"en","abstract":"Some emerging cloud providers face unsecured debt yields near 15%. HBM capacity growth after 2028 could pressure prices and margins if AI demand slows.","section":"Business","references":[{"title":"broader concerns about AI infrastructure costs","url":"https://www.tokenpost.com/news/technology/28095"}]}