Nvidia's Jensen Huang says he sees no sign of a 2029 memory glut: 'You can always use more'

Source: www.cnbc.com · Section: business-tech · Bias: Center · Published: Thu, 22 Oct 2026 13:12:38 GMT

Nvidia's Jensen Huang told CNBC that a surplus of memory supply is unlikely by 2029, as memory stocks have taken a beating in the past week.

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The same story across the political spectrum (3 sources)

Center: Nvidia CEO Jensen Huang says neocloud demand is 'off the charts' but capital is scarce — www.cnbc.com
Center: Southeast Asia is hungry for AI — and the money isn't just in subscriptions — www.cnbc.com
Center: OpenAI nears up to $30 billion funding round at $1.25 trillion valuation led by UAE investors — www.cnbc.com

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