TREE NEWS update: Nvidia CEO Jensen Huang said he sees little chance of a memory supply glut through 2029, despite last week’s selloff in memory stocks on oversupply and weakening-demand concerns. Speaking at Nvidia’s GTC conference in Berlin, Huang said HBM will remain widely used for years and that Nvidia will keep using large volumes of LPDDR memory, which it brought into global data centers to deliver compute at twice the energy efficiency of current products.
Nvidia CEO Huang Says No Memory Glut Through 2029
AI take
Huang's comments are a direct counter to the oversupply thesis that just drove a memory-sector selloff, and they carry weight because Nvidia is the largest single driver of HBM and LPDDR demand. The signal matters most for memory makers and their suppliers, whose pricing power hinges on whether AI compute buildouts keep absorbing capacity. The open question is whether one CEO's multi-year demand view can steady sentiment when the market has already started pricing in a glut — and whether HBM's longevity claim holds as architectures evolve.
Generated by AI for reference only.
Share on WeChat
Open WeChat → Scan → then tap "…" to send to a chat or Moments.
Tap "…" in the top-right corner to send to a chat or share to Moments.
Related News
26m ago
Nikkei Opens Down 0.4%, Kospi Falls 2.4% as Samsung Drops 3%
42m ago
Nikkei 225 futures fall 1.5% in pre-market trading
57m ago
OpenAI to Raise $30B at $1.25T Valuation, Led by UAE
1h ago
Samsung Electronics, SK Hynix fall at least 2.9% in Korea Nextrade premarket trading
1h ago
Over 200 A-Share Firms Report Q3 Results; More Than 60% Post Profit Growth
1h ago
A-share firms extend dividend payouts into Q3, with hard-tech sectors joining