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.
英偉達公司(納斯達克股票代碼:NVDA)首席執行官黃延森表示,由於該公司最新的布萊克韋爾芯片供應有限,一些英偉達客戶感到沮喪,緊張局勢加劇。
細節:
據彭博社報道,黃在高盛集團公司(紐約證券交易所代碼:GS)的一次技術會議上對聽衆說,該公司對Blackwell芯片的需求如此之大,這引起了Nvidia的一些客戶的緊張和沮喪。
首席執行官說:「對它的需求非常大,每個人都想成爲第一,每個人都想成爲最大。」「如今,我們可能有更多情緒激動的客戶。理所當然。很緊張。我們正在盡力而爲。」
黃說,該公司將硬件的實際生產外包,英偉達的供應商正在盡最大努力滿足需求。
他還談到了與圍繞NVIDIA主要供應商台積電(紐約證券交易所代碼:TSM)的地緣政治緊張局勢加劇有關的擔憂。黃推測,如果有必要,英偉達可能會更換供應商,但他警告說,這種變化可能會導致產品質量降低。
英偉達首席執行官表示,該公司之所以選擇使用台積電,是因爲台積電是該領域最好的,而且它 「敏捷性及其響應我們需求的能力令人難以置信,」 他說。「因此,我們之所以使用它們,是因爲它們很棒,但當然,如果有必要,我們可以隨時提起其他人。」
NVDA價格走勢:根據Benzinga Pro的數據,英偉達股價在週三發佈時上漲5.03%,至113.54美元。