Nvidia CEO Jensen Huang said, “I love constraints” in the supply chain because “in a world of constraints, you have no choice but to choose the best,” media report, adding that Nvidia is “the only company in the world that can come into your company and help you stand up an entire AI factory…I got all the memories, I've got all the wafers, I got all the CoWoS. I've got all the packaging, I've got all the systems, I've got all the connectors, I got all the cables. Everything from copper to multilayer ceramic capacitors, everything is secured.” $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $AMD(AMD.US) $Alphabet(GOOGL.US) #semiconductors
Source: Dan Nystedt
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