Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang said some Nvidia customers are becoming frustrated and tensions are rising due to the limited supply of the company's latest Blackwell chips.
The Details:
According to a Bloomberg report, Huang told the audience at a Goldman Sachs Group Inc. (NYSE:GS) technology conference that the company is experiencing such great demand for its Blackwell chips that it is causing tension and frustration among some of Nvidia's customers.
"The demand on it is so great, and everyone wants to be first and everyone wants to be most," the CEO said. "We probably have more emotional customers today. Deservedly so. It's tense. We're trying to do the best we can."
Huang said that the company outsources the physical production of its hardware, and Nvidia's suppliers are doing their best to keep up with demand.
He also addressed concerns related to the rising geopolitical tensions surrounding key Nvidia-supplier, Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). Huang speculated that Nvidia could switch suppliers if it becomes necessary, but warned that such a change could result in lower-quality products.
The Nvidia CEO said the company chooses to use TSMC because it is the best in the field and its "agility and their capability to respond to our needs is just incredible," he said. "And so we use them because they're great, but if necessary, of course, we can always bring up others."
NVDA Price Action: According to Benzinga Pro, Nvidia shares are up 5.03% at $113.54 at the time of publication Wednesday.
英伟达公司(纳斯达克股票代码:NVDA)首席执行官黄延森表示,由于该公司最新的布莱克韦尔芯片供应有限,一些英伟达客户感到沮丧,紧张局势加剧。
细节:
据彭博社报道,黄在高盛集团公司(纽约证券交易所代码:GS)的一次技术会议上对听众说,该公司对Blackwell芯片的需求如此之大,这引起了Nvidia的一些客户的紧张和沮丧。
首席执行官说:“对它的需求非常大,每个人都想成为第一,每个人都想成为最大。”“如今,我们可能有更多情绪激动的客户。理所当然。很紧张。我们正在尽力而为。”
黄说,该公司将硬件的实际生产外包,英伟达的供应商正在尽最大努力满足需求。
他还谈到了与围绕NVIDIA主要供应商台积电(纽约证券交易所代码:TSM)的地缘政治紧张局势加剧有关的担忧。黄推测,如果有必要,英伟达可能会更换供应商,但他警告说,这种变化可能会导致产品质量降低。
英伟达首席执行官表示,该公司之所以选择使用台积电,是因为台积电是该领域最好的,而且它 “敏捷性及其响应我们需求的能力令人难以置信,” 他说。“因此,我们之所以使用它们,是因为它们很棒,但当然,如果有必要,我们可以随时提起其他人。”
NVDA价格走势:根据Benzinga Pro的数据,英伟达股价在周三发布时上涨5.03%,至113.54美元。