Does Jensen Huang Know Something Wall Street Doesn't? Nvidia's CEO Sees No Signs of Memory Demand Fading by 2029

Nvidia CEO Jensen Huang expressed confidence that memory demand will remain strong through 2029, contrasting with Wall Street concerns about potential supply gluts. Despite recent worries about new competition from Chinese chipmakers and analyst predictions of price declines, Huang believes AI-driven demand will sustain memory constraints. However, the memory sector remains historically cyclical and volatile, with long-term contracts from major manufacturers suggesting confidence in sustained demand.