Jensen Huang admitted facing an 'avalanche' of excess wafers and memory amid GPU/DRAM crisis
oscarfr · hn · 2026-11-13
A new report via respawnfirst reveals Jensen Huang previously admitted Nvidia was facing an "avalanche" of excess wafers and memory, shedding light on the ongoing GPU/DRAM supply-demand mismatch. The HN discussion digs into how aggressively booked AI capacity may be turning into oversupply, highlighting cyclical risk across the compute supply chain.
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