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Bloomberg Article: Nvidia CEO Huang's Remarks at Goldman Sachs Group's Technology Conference.
Other than that, it is a machine translation of the Bloomberg article about the remarks of CEO Huang at the Goldman Sachs Group's Technology Conference that was just held. For your reference...
(Bloomberg) -- Nvidia Corp. CEO Jensen Huang said the battle for limited supply is frustrating some customers and increasing tension (Nvidia CEO Says Customer Relations Are ‘Tense’ Due to Shortages).
At the Goldman Sachs Group's Technology Conference in San Francisco, he spoke to the audience, saying, "We'll probably have more emotional customers today. It's natural. We are tense. We are doing our best."
At his company, Mr. Huang told the audience that there is strong demand for the latest generation of chips called Blackwell. Based in Santa Clara, California, the company outsources the physical production of hardware, but Nvidia's suppliers are doing their best to keep up and are making progress, he said.
Nvidia relies heavily on Taiwan Semiconductor Manufacturing Company for the production of its most important chips, as the company is a clear leader in the field. However, geopolitical tensions are increasing the risk. China considers Taiwan, where TSMC is headquartered, as a rogue state and stokes concerns about reclaiming the territory. If this happens, there is also a possibility of cutting ties with the important supplier Nvidia.
CEO Huang stated that, since the company develops much of its technology in-house, it is possible for Nvidia to switch orders to alternative suppliers. However, he also stated that such changes are likely to lead to a decrease in chip quality.
"TSMC's agility and responsiveness to our needs are truly amazing," he said. "Of course, if necessary, we can switch to other suppliers at any time".
(Above)
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好奇心旺盛な投資初心者です。
カリンバという楽器が趣味です（こちらも初心者）。
どうぞよろしくお願いいたします。
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chanboka OP : The phrase "以外は" at the beginning is a mistake and should be "以下は". I'm nervous for my first post
.
コレ君 : Thank you!
chanboka OP コレ君 : You're welcome!
tm_speedstyle371 : Thank you very much. You can make corrections by clicking on the ... in the upper right corner.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
chanboka OP : Oh, I can make corrections, can't I?! I learned. Thank you for your guidance.
masa5858 : So this is how it is, right?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
chanboka OP : Thank you very much.
Seems like it
I was moved by how they were going to do it