Jensen Huang.
The top executive also dismissed concerns over a memory chip glut, saying that a supply surplus is unlikely to materialise by 2029.
Nvidia CEO Jensen Huang has said that export curbs and trade restrictions imposed by Washington have served as a ‘catalyst’ for China’s rapid progress in semiconductor development. Speaking to CNBC on the sidelines of Nvidia’s GTC Berlin conference, Huang stated that American regulatory measures effectively pushed China to speed up its own domestic chip manufacturing and strive for technological self-reliance.
“One of the things that’s really great about memory is that you can always use more of it,” Huang said, underscoring that High Bandwidth Memory (HBM), which is a specialised form of RAM critical for Al acceleration, will continue to see widespread use for years to come. “We’re the first company in the world to put LPDDR memory – what goes into your cell phones – into the world’s data centers, and it’s enabled us to deliver performance that’s twice as energy efficient as anything in the world today, and so we’re going to continue to use abundant amounts of them as well,” he said. Rejecting concerns that memory chips will be supply surplus, Huang implied that the ongoing hardware supercycle is not nearing any abrupt end.