“We have a supply for very, very robust growth, but we are still supply constrained”: Jensen Huang says Nvidia has enough CPUs and GPUs to develop AI

Huang says supply chain poised for ‘very robust growth’ despite constraints
SK Hynix also plans to increase its capacity as the sector shows no signs of slowing down
Nvidia shares are up on the news – the most valuable company aims for more growth in the next quarter

Nvidia CEO Jensen Huang revealed that the company now has enough manufacturing capacity and supply chain support to support strong growth in its CPU and GPU businesses, despite continued pressure from the AI boom (via PK Press Club).

Speaking at Computex in Taipei, Huang admitted that while supply chain constraints have not entirely disappeared, the company has managed to ensure sufficient supply chain support.

Investors are also clearly happy with this news, as the stock price rose about 1.2% after the announcement, with Nvidia’s value now estimated at $5.434 billion, retaining its position as the world’s most valuable company.

Nvidia pleases investors with positive news regarding its supply chain

“We have supply that allows for very, very robust growth, but our supply remains limited,” Huang said.

The news comes as the company ramps up production of its next-generation Vera Rubin systems – Huang indicated that the second half of 2026 will likely be “very busy” for Nvidia’s manufacturing partners.

Separately, at the same event in Taipei, SK Hynix announced plans to double its wafer production capacity over the next five years, as AI demand expectations remain via (via PK Press Club). However, the South Korean giant noted that memory shortages could persist into the next decade, indicating continued strain.

These comments came immediately after Nvidia launched its new RTX Spark AI PC chip for the latest generation of AI PCs – a sector of the market that Nvidia hasn’t tackled as much recently, instead focusing on the more lucrative data center market.

In its most recent quarter, Nvidia saw a 20% quarter-over-quarter and 85% year-over-year increase in three-month revenue, totaling $81.6 billion. This growth is also expected to continue, with Nvidia targeting revenue of $91 billion for its next quarter.

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