Nvidia Secures Supply for AI Growth as $5 Trillion Chipmaker Still Faces Constraints
Updated
Updated · Reuters · Jun 2
Nvidia Secures Supply for AI Growth as $5 Trillion Chipmaker Still Faces Constraints
12 articles · Updated · Reuters · Jun 2
Jensen Huang said Nvidia has locked in enough capacity to support “very robust growth” in both CPUs and GPUs, addressing supply concerns as AI demand keeps surging.
Supply is still tight, Huang said at Computex in Taipei, underscoring that the company remains constrained even after securing capacity for expanding data-center and system shipments.
The reassurance came a day after Nvidia unveiled its RTX Spark PC chip for a fall launch, extending its AI push into personal computers against AMD, Intel and Apple.
Huang also cast Vera data-center CPUs as a new major growth driver and said Taiwan remains central to Nvidia’s supply chain, with the company continuing to invest to improve resilience.
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