'We ⁠have supply for very, very robust growth, but we're still supply constrained': Jensen Huang says Nvidia has enough CPU and GPU supply to grow AI (www.techradar.com)

Nvidia CEO Jensen Huang announced that the company has secured sufficient CPU and GPU manufacturing capacity to support substantial growth amid ongoing supply chain constraints. Speaking at Computex in Taipei, Huang confirmed that while challenges remain, the supply chain is ready for "very robust growth," and Nvidia is ramping up production of its next-generation Vera Rubin systems, anticipating a busy second half of 2026. This positive outlook reflects in investor confidence, with Nvidia's shares rising by 1.2%, positioning the company as the world's most valuable at approximately $5.434 trillion. Additionally, SK Hynix has revealed plans to double its wafer capacity over the next five years in response to sustained demand for AI technologies. However, the company cautioned that memory shortages may persist into the next decade, highlighting the ongoing pressures within the semiconductor sector. Nvidia's recent revenue surge, showing an 85% year-over-year increase to $81.6 billion, underscores the thriving AI market—and the company is targeting $91 billion for the next quarter, solidifying its role as a leader in the expanding AI/ML landscape.