Huang says scarce memory and wafers work in NVIDIA’s favor
© NVIDIA NVIDIA CEO Jensen Huang made an interesting comment this week during the Morgan Stanley Technology, Media and Telecom Conference, saying that “ the fact that everything is scarce is fantastic for us. ” The remark came during a discussion about AI infrastructure, where supply limits on memory, wafers, packaging, power, and data center capacity were all raised as bottlenecks. So it wasn’t strictly about gaming products.
Huang argued that constraints push customers toward the







