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Nvidia supply chain
TopicExpert statements
3
2 positive · 1 negative
What experts have said about Nvidia supply chain
3 statements · 2 positive · 1 negative
Nvidia’s suppliers may struggle to pass through further price increases
“How much of these price increases can you continue to pass on if NVIDIA has lost tolerance?”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 3:37
Nvidia’s downstream demand enables suppliers to invest upstream capacity.
“The fact that Nvidia's downstream supply chain and our downstream demand is so large, they're willing to make the investment upstream.”
Open the episode · Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moatListen at 6:00
Nvidia’s supply chain can support a trillion-dollar scale over the next several years.
“If our next several years is a trillion dollars in scale, we have the supply chain to do it”
Open the episode · Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moatListen at 7:53
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.