Nvidia CEO Jensen Huang Admits 'It's Tense' As Surging Demand For Blackwell Chips Sparks Customer Frustration
Portfolio Pulse from Erica Kollmann
Nvidia CEO Jensen Huang acknowledges rising tensions among customers due to high demand and limited supply of Blackwell chips. Nvidia relies on TSMC for production but may consider alternatives if geopolitical tensions escalate.
September 11, 2024 | 6:28 pm
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POSITIVE IMPACT
Nvidia is experiencing high demand for its Blackwell chips, leading to customer frustration due to supply constraints. The company relies on TSMC for production but may consider alternatives if necessary.
The high demand for Nvidia's Blackwell chips indicates strong market interest, which is positive for the company's growth prospects. However, supply constraints and potential geopolitical issues with TSMC could pose risks. The stock's recent price increase reflects investor optimism.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100
NEUTRAL IMPACT
Nvidia's reliance on TSMC for chip production is highlighted amid rising geopolitical tensions. Nvidia may consider alternative suppliers, which could impact TSMC's business.
TSMC's role as a key supplier for Nvidia's Blackwell chips is crucial. Geopolitical tensions could affect this relationship, but Nvidia's current reliance on TSMC suggests stability unless tensions escalate significantly.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 70