No supply-chain bottleneck (CoWoS, logic, memory, EUV) lasts longer than two or three years.

Who

Jensen Huang

Topic

Supply chain

How it gets scored

Is any single component still the binding constraint on Nvidia output in 2029?

Resolves

2029-04-15

Source

Jensen Huang — TPU competition, selling chips to China, & Nvidia's supply chain moat (00:00:00)