As Elon Musk, Mark Zuckerberg And Sam Altman Chase Nvidia AI Chips, Jensen Huang Says 'Just Call Me' — Here's How Allocation Really Works
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Nvidia CEO Jensen Huang discussed the company's chip allocation process on the All In Podcast, emphasizing simplicity: clients just need to place a purchase order. He addressed supply concerns, revealing he wrote off $5 billion in Hoppers and is open to additional requests. The demand for Nvidia's H100 AI chips is surging, with strong residual values. Huang noted the industry's significant investment in AI infrastructure, projected to be in the hundreds of billions annually. The chip shortage is exacerbated by U.S. sanctions on China, affecting major firms' inventories.
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