Nvidia CEO Jensen Huang在Goldman Tech会议上讨论了AI芯片需求、供应链风险和潜在供应商转换。 Nvidia CEO Jensen Huang discusses AI chip demand, supply chain risks, and potential supplier switch at Goldman Tech conference.
Nvidia CEO Jensen Huang在Goldman Tech会议上强调了对人工智能芯片的强烈需求,指出由于生产方面的挑战,客户关系紧张。 Nvidia CEO Jensen Huang highlighted strong demand for AI chips at the Goldman Tech conference, noting tense customer relations due to production challenges. 他赞扬TSMC的敏捷性,但承认Nvidia的供应链面临地缘政治风险。 He praised TSMC for its agility, but acknowledged geopolitical risks threatening Nvidia's supply chain. 黄四郎提到更换供应商的可能性,这可能影响到芯片的质量。 Huang mentioned the possibility of switching suppliers, which could impact chip quality. 他的发言促使Nvidia的股票价格上涨,并对更广泛的市场产生了积极影响。 His remarks contributed to a rise in Nvidia's stock price and positively influenced the broader market.