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DigiTimes
Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth
Nvidia CEO Jensen Huang has projected continued growth for the company despite ongoing high bandwidth memory (HBM) shortages. He highlighted the importance of AI infrastructure in sustaining this growth trajectory as the company's quarterly revenue approaches $100 billion. Huang's remarks come ahead of his travel to Japan, where further strategic discussions are anticipated. This bullish outlook reflects Nvidia's confidence in the AI sector's potential, even amid supply constraints that affect broader semiconductor markets.
MonitorConfidence: HighShort term horizonSupply chain risk: High
Published 20 Jul 2026, 00:20 UTC1 min read
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Summary
TL;DR
- Nvidia expects growth to continue despite HBM shortages.
- Quarterly revenue nearing $100 billion.
- CEO Jensen Huang emphasizes AI infrastructure investment.
- Upcoming trip to Japan for further strategic discussions.
- Concerns around supply chain constraints for semiconductor products.
Interesting facts
- Nvidia's growth trajectory highlights its market dominance in AI.
- The discussion of memory must adapt reveals broader industry challenges.
- The implications of HBM shortages can affect the entire semiconductor supply chain.