Growth Boom Hides Fragility (24 chars)

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Slide Title: Problem Identification: Growth Amid Structural Fragility Section: Strategic Management | Academic Analysis Content Box (blue background): - Title: Financial Performance (Q3 FY2026) - Total Revenue: $57B (162% YoY) - Data Center Revenue: $51.2B Section: Critical Constraints Identified 1. Geopolitical Exposure: U.S. export restrictions eliminated advanced GPU sales to China, reducing data center revenue to minimal levels 2. Supply Chain Bottlenecks: Packaging capacity at TSMC and high bandwidth memory supply constraints (Kress, 2025) 3. Competitive Pressure: Hyperscalers (Amazon, Google) developing in-house chips Highlighted Quote Box: "Success can mask fragility" (Palmisano, 2004) — Record growth coexists with existential vulnerabilities

Q3 FY2026: $57B revenue (162% YoY), $51.2B data center. Yet geopolitical bans (China GPUs), TSMC/HBM shortages, hyperscaler rivals expose vulnerabilities. "Success can mask fragility" (Palmisano, 2004

December 8, 20255 slides

Slide 1 of 5

Slide 1 - Problem Identification: Growth Amid Structural Fragility

This title slide, under "Problem Identification," is headed "Growth Amid Structural Fragility." Its subtitle warns that "Success Masks Existential Vulnerabilities."

Growth Amid Structural Fragility

Success Masks Existential Vulnerabilities

Source: Strategic Management | Academic Analysis

Speaker Notes

Eye-catching title slide introducing the core theme. Content Box (blue background): Financial Performance (Q3 FY2026) - Total Revenue: $57B (162% YoY) - Data Center Revenue: $51.2B. Section: Critical Constraints Identified 1. Geopolitical Exposure: U.S. export restrictions eliminated advanced GPU sales to China, reducing data center revenue to minimal levels 2. Supply Chain Bottlenecks: Packaging capacity at TSMC and high bandwidth memory supply constraints (Kress, 2025) 3. Competitive Pressure: Hyperscalers (Amazon, Google) developing in-house chips. Highlighted Quote: "Success can mask fragility" (Palmisano, 2004) — Record growth coexists with existential vulnerabilities

Slide 1 - Problem Identification: Growth Amid Structural Fragility

Slide 2 of 5

Slide 2 - Financial Performance (Q3 FY2026)

In Q3 FY2026, total revenue hit $57B with a record 162% YoY growth. Data center revenue reached $51.2B despite constraints.

Financial Performance (Q3 FY2026)

$57B: Total Revenue

162% YoY growth

$51.2B: Data Center Revenue

Despite constraints

162%: YoY Growth

Record expansion Source: Strategic Management | Academic Analysis

Speaker Notes

Explosive growth amid fragility. Constraints: 1. Geopolitical exposure (China GPU sales eliminated). 2. Supply chain bottlenecks (TSMC, HBM; Kress, 2025). 3. Hyperscaler competition. Quote: "Success can mask fragility" (Palmisano, 2004).

Slide 2 - Financial Performance (Q3 FY2026)

Slide 3 of 5

Slide 3 - Problem Identification: Growth Amid Structural Fragility

This section header slide, titled "Problem Identification: Growth Amid Structural Fragility," introduces key issues in business growth. It highlights the section "Critical Constraints Identified," noting vulnerabilities that threaten sustained growth despite record revenues.

Problem Identification: Growth Amid Structural Fragility

Critical Constraints Identified

Key vulnerabilities threatening sustained growth despite record revenues.

Source: Strategic Management | Academic Analysis

Speaker Notes

Content Box (blue background): - Title: Financial Performance (Q3 FY2026) - Total Revenue: $57B (162% YoY) - Data Center Revenue: $51.2B Section: Critical Constraints Identified 1. Geopolitical Exposure: U.S. export restrictions eliminated advanced GPU sales to China, reducing data center revenue to minimal levels 2. Supply Chain Bottlenecks: Packaging capacity at TSMC and high bandwidth memory supply constraints (Kress, 2025) 3. Competitive Pressure: Hyperscalers (Amazon, Google) developing in-house chips Highlighted Quote Box: "Success can mask fragility" (Palmisano, 2004) — Record growth coexists with existential vulnerabilities

Slide 3 - Problem Identification: Growth Amid Structural Fragility

Slide 4 of 5

Slide 4 - Critical Constraints

The "Critical Constraints" slide highlights three major challenges: U.S. export restrictions blocking GPU sales to China due to geopolitical exposure. It also notes supply chain bottlenecks from TSMC packaging and HBM constraints (Kress, 2025), plus competitive pressure from hyperscalers like Amazon and Google building in-house chips.

Critical Constraints

Geopolitical exposure: U.S. export restrictions eliminate GPU sales to China
Supply chain bottlenecks: TSMC packaging and HBM constraints (Kress, 2025)
Competitive pressure: Hyperscalers (Amazon, Google) developing in-house chips

Source: Strategic Management | Academic Analysis

Slide 5 of 5

Slide 5 - Key Insight

This slide, titled "Key Insight," presents a quote from Palmisano (2004). The quote warns that success can mask fragility, with record growth coexisting alongside existential vulnerabilities.

Key Insight

> Success can mask fragility — Record growth coexists with existential vulnerabilities.

— Palmisano (2004)

Source: Strategic Management | Academic Analysis

Speaker Notes

Problem Identification: Growth Amid Structural Fragility. Record growth ($57B revenue, Q3 FY2026) coexists with existential vulnerabilities: geopolitical exposure (U.S. export restrictions to China), supply chain bottlenecks (TSMC packaging, HBM), competitive pressure (hyperscalers' in-house chips).

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