AMD idem (?)
2024 is going to be a huge year for AI and scaling capacity to meet demand is still Nvidia's greatest challenge.
- We are all going to participate in this new era of computing, and we're right at the beginning of it. Last year marked the beginning, and this year is going to be a huge year.
- This is an extremely large market, and we're going to have AI run on cell phone devices, on PCs, robots, and cars, in the cloud, and in data centers all over the world. So, this is going to change everything.
- The single greatest challenge in AI, of course, is scaling the capacity. We are very severely supply-constrained, and the demand is very strong. So, we're working very hard. TSMC and all of our supply chain partners here are working very hard to keep up with the demand.
Jensen Huang, Jan 2024, NVDA