NVIDIA CEO Jensen Huang: AI Chip Demand Continues to Outstrip Supply

NVIDIA CEO Jensen Huang stated on October 16 that customer orders for AI chips consistently exceed the company's supply capacity, with new orders "pouring in nearly every single day." Major cloud service providers, emerging AI cloud operators and hardware manufacturers have all placed massive orders. Customer demand forecasts typically extend at least one year ahead, with the largest clients planning two years out. Huang also noted that power constraints, data center construction delays and component shortages remain key bottlenecks limiting supply expansion.