The Digester

At a recent press conference, Nvidia CEO Jensen Huang said constraints force customers to pick top-tier hardware and said Nvidia has secured key components and can supply whole AI data center builds, comments that come as chip shortages tighten supply and raise prices.

Jensen Huang said "I love constraints" at a press conference and argued scarcity forces companies to choose the highest-end hardware.
Huang said Nvidia can help customers build complete AI data centers and has secured supplies of memory, wafers, CoWoS, packaging, connectors and cables.
He said that constrained resources discourage risk-taking and push buyers toward premium options, which benefits Nvidia.
Industry component shortages have raised prices and tightened supply for GPUs, memory and storage, affecting gamers and other customers.
Gaming makes about 8 to 9 percent of Nvidia revenue while data center sales are the companys largest business.

Nvidia CEO says 'I love constraints' as chip shortages tighten AI supply

Sources