Nvidia CEO Jensen Huang addresses "emotional" customer reactions amid product shortages
Nvidia CEO Jensen Huang discusses the GPU shortage, AI bubble, and potential disruptions from a China-Taiwan conflict.
Nvidia's CEO, Jensen Huang, spoke at a Goldman Sachs tech conference in San Francisco, discussing the growing frustration among customers facing GPU shortages. He noted the immense demand for Nvidia products, especially the next-generation Blackwell AI chips, which have been delayed due to design flaws identified by TSMC, pushing shipment dates to the first quarter of 2025.
Huang assured that Nvidia and its suppliers are making progress in addressing the delays, despite the tensions among businesses like Google and Meta, which have invested heavily in these chips. He also touched on the financial impact on Nvidia's stock price and the broader concerns about the stability of investments in AI hardware and software.
Additionally, Huang addressed the potential geopolitical risk of a China invasion of Taiwan, suggesting that Nvidia could switch to alternative suppliers but with reduced quality. He emphasized the necessity for companies to adopt