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.