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<p>NVIDIA CEO Jensen Huang said that the growth rate of NVIDIA's AI chip Blackwell's supply is limited, which has left some customers feeling frustrated. He also hinted that if necessary, NVIDIA would reduce its reliance on TSMC and turn to other chip manufacturing suppliers. In addition, reports suggest that the U.S. government is considering allowing NVIDIA to export advanced chips to Saudi Arabia</p>

- Nvidia's CEO, Jensen Huang, highlighted the high demand for their products in the tech industry, especially for the limited supply of AI chip Blackwell, causing customer frustration and hinting at reducing reliance on TSMC for chip manufacturing.
- The company heavily depends on a few clients like Microsoft and Meta Platforms Inc., with Huang emphasizing the necessity for accelerated computing and the potential shift to other suppliers if needed.
- Nvidia's stock price surged over 6.5% following Huang's remarks at a tech conference, reflecting the intense demand for their products and the challenges of meeting customer expectations amidst a highly competitive market.

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Jensen Huang: Blackwell is too hot, making customers dissatisfied, NVIDIA's stock price surged more than 6.5%