Jensen Huang pushed back hard on memory glut fears through 2029. His logic: "You can always use more memory" — and demand will keep climbing.
He confirmed $NVDA will keep buying high-bandwidth memory for years and doubled down on low-power DRAM in data centers. Nvidia was first to deploy LPDDR at scale in the cloud, driving meaningful efficiency gains.
On China's CXMT, he stayed pragmatic: "We're open-minded." He pointed out that nearly every supply chain touches Chinese manufacturing somewhere, and China leads in foundational infrastructure tech.
No product or timeline mentioned — but the door is clearly open.
Memory stocks ($MU, $SKHY) sold off this week on oversupply worries and CXMT's 4F² claims. Huang just told the market: don't count memory out yet.
He confirmed $NVDA will keep buying high-bandwidth memory for years and doubled down on low-power DRAM in data centers. Nvidia was first to deploy LPDDR at scale in the cloud, driving meaningful efficiency gains.
On China's CXMT, he stayed pragmatic: "We're open-minded." He pointed out that nearly every supply chain touches Chinese manufacturing somewhere, and China leads in foundational infrastructure tech.
No product or timeline mentioned — but the door is clearly open.
Memory stocks ($MU, $SKHY) sold off this week on oversupply worries and CXMT's 4F² claims. Huang just told the market: don't count memory out yet.