Jensen Huang: Nvidia Will Use DRAM Capacity Expansion as Much as It Is

Recently, at the Morgan Stanley Technology Conference, Nvidia CEO Jensen Huang clearly stated to DRAM manufacturers, "We will use as much capacity as it expands." He believes the chip supply shortage is "good news" for Nvidia because, in a resource-constrained environment, customers are more inclined to directly choose the most powerful solutions. Behind Huang's statement is the strong demand for storage resources from Nvidia's upcoming next-generation Vera Rubin platform.