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cailianshe news, september 12 (edited by zhao hao)nvidia ceo jensen huang recently said that some customers are frustrated due to limited supply of its products and the company's relationship with these customers has become strained.

huang spoke at a technology conference hosted by goldman sachs group on wednesday (september 11) and told the audience, "the demand (for nvidia products) is very strong. everyone wants to be the first to receive the goods. everyone wants to receive the most products."

he specifically mentioned that the demand for the latest generation of chips, "blackwell," is strong and suppliers are catching up. "we may have more emotional customers now, and that's as it should be. the situation is a bit tense now, and we are doing our best."

influenced by huang renxun's speech, nvidia's stock price rose significantly. as of press time, nvidia rose by more than 5.5%, and the stock fell by more than 0.4% at the beginning of the trading session. since the technology giants need to use nvidia's ai chips to develop and run artificial intelligence models, nvidia has risen by more than 130% since the beginning of the year.

it is understood that nvidia's top two customers are microsoft and meta platforms. zuckerberg also admitted that the company has been hoarding a large number of nvidia chips and has even begun to doubt the idea of ​​"over-investment."

when asked whether customers’ ai spending is delivering a return on investment, huang said these companies have no choice but to embrace “accelerated computing.” he explained that nvidia’s technology not only speeds up traditional workload processing, but can also handle ai tasks that older technologies can’t handle.

huang also mentioned that nvidia is very dependent on tsmc in chip production because the latter is far ahead in this field. he added that the company has developed most of its own technology and has the ability to transfer orders to other suppliers, but such changes may lead to a decline in chip quality.

“tsmc’s responsiveness and ability to respond to our needs is incredible,” he said. “we chose them because they are truly outstanding, but we can certainly use other suppliers if necessary.”

influenced by this statement, tsmc's us stocks also rose significantly, and had risen by more than 3.5% at the time of writing.