AI chip giant Nvidia mentioned a particular company again and again during its latest blockbuster conference call. You'll be surprised which one.

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Nvidia CEO Jensen Huang delivers a keynote address at CES 2017 in Las Vegas.

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The hottest commodity in AI right now isn't ChatGPT — it's the $40,000 chip that has sparked a frenzied spending spree

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Jensen Huang, CEO of Nvidia, reacts to a video at his keynote address at CES in Las Vegas, Nevada, U.S. January 7, 2018.
Nvidia CEO Jensen Huang has described the H100 processor as the first computer chip "designed for generative AI."

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From Elon Musk to Chinese tech titans, everyone wants Nvidia's GPU chips. There might not be enough to go around.

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Demand for Nvidia's semiconductor chips has soared in 2023.

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Tech giants are supposed to be spending less. Nvidia is selling boatloads of GPUs. Both things can't be happening at once.

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Jensen Huang
Jensen Huang, CEO of Nvidia.

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