GoKawiilNvidia CEO Jensen Huang dismisses fears of a 2029 memory supply glut
Jensen Huang told CNBC he doesn't expect a memory oversupply by 2029, saying demand for memory such as HBM and LPDDR will keep rising as data centers expand. His comments came after memory stocks fell sharply following a South Korean opinion column that warned of a looming supply flood and potential AI downturn by 2029.
GoKawiil's interpretation of the reporting above, not reported fact.
Huang's remarks could help steady investor sentiment in memory stocks that have been rattled by fears of an AI slowdown, since Nvidia's chips depend heavily on continued memory demand. His comments suggest Nvidia sees sustained growth in AI infrastructure spending, though the competing forecast from South Korean analysts shows real uncertainty about how long the current memory boom can last.
- Huang predicts no memory supply glut by 2029, contrary to a South Korean report
- Nvidia uses HBM and LPDDR memory to boost data center efficiency
- Memory stocks recently fell on fears of an AI slowdown and oversupply
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See Crucial 32GB DDR5 Desktop RAM Kit on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: cnbc.com — Sawdah Bhaimiya, 2026-10-22
Published there as: “Nvidia's Jensen Huang says he sees no sign of a 2029 memory glut: 'You can always use more'”
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