Taiwan Semiconductor Manufacturing Company (TSMC) is critical for Nvidia's advanced packaging needs, but its capacity and geographical concentration present supply chain risks.
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Nvidia CEO Jensen Huang On Why the AI Infrastructure Boom Is Just Starting
Aug 28, 2026
Nvidia's CEO Jensen Huang discusses the accelerating demand for AI hardware, driven by AI becoming useful and profitable. He highlights that compute capacity, not customer demand or technology, is the current limitation. Huang also mentions the broad adoption of AI across enterprises and sovereign clouds, and anticipates significant growth with new products like Vera Rubin, with demand outstripping supply through next year. He confirms that all chips for next year are sold out and forecasts at least 70% growth, constrained by supply chain capabilities.
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Amazon's AWS cloud business is a significant customer for Nvidia, planning to purchase an additional 2 million GPUs by 2027-2028.
Nvidia is experiencing accelerating demand for its AI hardware, with all chips for next year already sold out, indicating a strong buy sentiment.
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NVDAbuy opened Aug 28, 2026
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