Nvidia (NVDA) CEO Huang reiterates demand for memory is outpacing capacity

Need to make sure supply chain is prepared. Memory makers are investing, Dell is managing through it. It will be hard to keep up with buildout for a decade. China has to decide how much to protect the market. It is up to China to decide on AI chips. Looks forward to China being a more open market. His sense is China will be more open over time. Did not discuss H200 chips with Chinese officials (echoes what Trump said). Says he was in China to support Trump during the Summit. AI boom driving expansion of chip making beyond Taiwan