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Nvidia's suppliers make their investments for Nvidia and nobody else because only Nvidia's downstream demand can absorb what they build.

Drawn from what Jensen Huang said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Jensen Huang actually said

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993
    Now why are they willing to make the investments for me and not someone else and the reason for that is because they know that I have the capacity to buy it buy their supply and sell it through my downstream.

    Where this was said

    Watch from 0:05:47 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

    All 24 korrents from this recordingthis one is 3rd

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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