$NVDA CEO Jensen Huang Rejects Memory Oversupply Fears Through 2029

Nvidia CEO Jensen Huang dismissed concerns about a potential memory glut by 2029, arguing that “you can always use more of it.”
Huang expects HBM demand to remain strong “for years to come” and confirmed Nvidia will continue using large quantities of LPDDR memory
Regarding potential cooperation with China's CXMT, Huang said “We're open-minded,” adding that “no country collectively is better at manufacturing than China.”
He also argued that US export restrictions have accelerated China's domestic semiconductor development, while maintaining that American companies are ready to compete