Jensen Huang says he “loves constraints” and calls RAM shortages “fantastic” for Nvidia while AI revenue climbs

Nvidia CEO Jensen Huang expressed that he "loves constraints," repeating the sentiment twice during a conference, arguing that scarcity forces customers to choose the most reliable provider, which benefits Nvidia. Amidst industry-wide DRAM shortages fueled by high AI demand, Huang noted that customers cannot afford to risk investments elsewhere, leading them directly to Nvidia, which he claims is the only company capable of setting up an entire AI factory. He stated that the scarcity of resources like land, power, and components is "fantastic" for Nvidia because it ensures customers make the best choice, directly correlating to their future revenues. Huang highlighted Nvidia's ability to secure its supply chain, even for components like DRAM, enabling them to fulfill large requests, such as helping Microsoft's Satya Nadella establish "a few gigawatts" of capacity. While the discussion focused on the AI data center business, memory constraints are also affecting the gaming sector, though Nvidia continues to dominate the discrete GPU market with approximately 95% share.

(Source：PC Guide)