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NVDABullishIndustry Newsnews
High materiality8/10

Nvidia CEO Signals Stable Memory Demand Through 2029, Supports AI Chip Roadmap

Oct 22, 2026, 9:27 AM EDT4 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Huang’s view of no near-term oversupply supports RAM/HBM pricing stability, potentially aiding Nvidia’s margins; regulatory- and CXMT-related developments could shift supplier risk—positive for NVDA if memory pricing remains favorable.

AI summary

What happened, with direct paths to the underlying reporting

Nvidia CEO Jensen Huang argued that memory oversupply is unlikely by 2029, citing sustained data-center demand for LPDDR and HBM. He noted ongoing partnerships possibilities with CXMT and emphasized China’s manufacturing capabilities as a serious factor amid US export restrictions. The interview suggests memory supply dynamics may remain favorable for Nvidia's margins, despite broader memory-sector volatility tied to AI hype and regulatory changes.

  • Huang: memory oversupply unlikely by 2029; LPDDR will linger in data centers.
  • Memory sell-off linked to AI demand fears and CXMT competition.
  • Huang open to partnering with CXMT; China manufacturing capabilities acknowledged.
  • US regulations accelerating China’s chip efforts; regulatory backdrop discussed.
  • Memory is core to Nvidia chips; potential margins implications if supply tight.

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