Huang Renxun is wildly hinting at shortages!


Because NVIDIA $NVDA is now selling not just GPU chips, but a complete AI computing package, acting as a contractor!
No matter how powerful the GPU is, if the memory can't keep up, it's all for nothing—upstream and downstream supply chains: memory, HBM, silicon photonics, CoWoS, land, power grid—all expanding production!
NVDAX-3.25%
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