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Jensen Huang: Nvidia can fuel AI growth despite supply constraints

<body><p>STORY: Nvidia CEO Jensen Huang said Tuesday that his company has secured enough supply to support strong growth.</p><p>The comments come as demand for chips surges amid the AI boom.</p><p>And Huang says it's true for both the graphics chips and Nvidia's new central processing units:&nbsp;</p><p>“We've secured supply for very robust growth of all of those systems. For very robust growth of our CPUs, for very robust growth of our CPUs for storage and CX for storage, for CPUs plus GPUs for Vera Rubin. We have supply for very, very robust growth, but we're still supply constrained.”</p><p>Huang was speaking a day after Nvidia unveiled a new chip called the RTX Spark.</p><p>:: June 1, 2026</p><p>It's designed to bring advanced AI capabilities to personal computers.</p><p>Set to launch in the fall, the product will put Nvidia in direct competition with AMD, Intel, and Apple.</p><p>Huang said the RTX Spark is part of the firm's partnership with Microsoft to “reinvent the PC” for the AI era.</p><p>He was speaking during the weeklong Computex tech event in Taiwan, where he was born:&nbsp;</p><p>“Taiwan is such an incredible strategic partner for the United States because Taiwan is investing in the ecosystem, the manufacturing in the United States. If you look at TSMC and Amkor and SPIL and Wistron and Foxconn, the amount of investment they put into the United States so that the global supply chain could be as diversified and resilient, redundant as possible is incredible.”</p><p>Huang said Nvidia's Vera data center CPUs would be even more popular than its GPUs because of their key role in processing information.</p></body>

Reuters Videos
Even Nvidia Will Struggle to Save the PC

Chip stocks, led by Intel and Qualcomm fell sharply, while PC stocks, led by Dell Technologies and HP jumped. A new kind of PC, even one armed with an Nvidia chip, will be an uphill climb. Amid a memory shortage, it could hardly be a worse moment to be launching a new PC platform.

Barrons.com
Super Micro Pushes Deeper Into AI Factories With Verda Europe Rollout

Super Micro Computer (NasdaqGS:SMCI) has introduced new AI data center solutions, including Data Center Building Block Solutions Blueprints for NVIDIA Vera Rubin. The company also released 12 new server platforms built on Intel Xeon 6+ processors, aimed at next generation AI workloads and high density deployments. Super Micro announced a large scale partnership with Verda to roll out its advanced AI systems across Europe, targeting sustainable, high performance cloud infrastructure. The new...

Simply Wall St.
Amazon moves Prime Day back to June, keeps it a four-day event

Amazon.com will host its annual Prime Day sales event from June 23 to June 26 after launching the event in July for the ‌past five years, citing major holidays and sporting events as factors in its decision. Prime Day ‌is one of Amazon's biggest sales events of the year, and helped drive $24.1 billion in U.S. online spending in 2025 when ​it extended the event to four days from two, according to data from Adobe Analytics. The e-commerce company considers U.S. and global events, religious holidays and bank holidays when choosing the dates for Prime Day each year.

Reuters
Jim Cramer Can’t Understand Why NVIDIA (NVDA) Won’t Go Up

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite stocks even though the shares have remained lackluster this year. Year-to-date, the stock is up by a […]

Insider Monkey
Jim Cramer Discusses Amazon.com (AMZN) & Rocket Explosion

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer. eCommerce and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 32% over the past year and by 19% year-to-date. Bank of America discussed the firm on May […]

Insider Monkey
Tesla Faces China FSD Lawsuit As Robotics Competition Tests Valuation

Tesla (NasdaqGS:TSLA) is facing a new class-action lawsuit in China alleging false advertising and consumer fraud related to its Full Self-Driving feature. The case challenges how Tesla markets FSD in one of its most important international markets and could influence regulatory scrutiny and consumer sentiment. At the same time, OpenAI, led by Sam Altman, has launched a dedicated robotics division focused on humanoid robots, while Nvidia is accelerating its own robotics efforts. These moves...

Simply Wall St.
Qualcomm (QCOM) Loses 8.8% on Nvidia Competition Fears

Qualcomm Inc. (NASDAQ:QCOM) is one of the 10 Stocks Entering June in the Wrong Direction. Qualcomm snapped a two-day winning streak on Monday, shedding 8.78 percent to finish at $228.99 apiece, as investors resorted to profit-taking following the previous trading day’s record high, while digesting the impact of Nvidia Corp.’s foray into the devices market. […]

Insider Monkey
Why Is Nvidia (NVDA) Stock Soaring Today

Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 6.3% in the afternoon session after over 150 million shares traded hands (well above average) as CEO Jensen Huang's keynote at Computex in Taipei delivered two major announcements.

StockStory
A Look At Snap (SNAP) Valuation After Meta Hires Key Content Partnerships Executive

Snap (SNAP) has come under fresh scrutiny after Meta hired Jim Shepherd, the company’s former senior director of global content partnerships, to lead creator and content initiatives for its growing wearables business. See our latest analysis for Snap. The latest 1-day share price return of 2.63% and 90-day share price return of 11.62% sit against a year-to-date share price decline of 27.92% and a 5-year total shareholder return decline of 90.45%. This points to short term momentum but a weak...

Simply Wall St.
Assessing Whether Apple (AAPL) Looks Overvalued After Its Recent Share Price Momentum

Apple stock overview after recent moves Apple (AAPL) continues to draw attention after recent price moves, with the stock last closing at $306.31. Investors are weighing this level against the company’s lengthy operating history and sizeable global revenue base. See our latest analysis for Apple. The recent slip in the 1-day share price return of 1.84% and softer 7-day share price return sit against a stronger backdrop, with the 30-day and 90-day share price returns of 9.34% and 16.14%...

Simply Wall St.
Rivian just achieved something Tesla has long dominated

Tesla (TSLA) has developed one of the most important advantages in the electric vehicle (EV) industry over the years. The corporation doesn’t only move a lot of EVs. It has also been a benchmark for maximizing the driving range from every kilowatt-hour of battery capacity. It matters to drivers who ...

TheStreet
Microsoft And Nvidia RTX Spark Puts AI PCs In Investor Focus

Nvidia and Microsoft have launched the RTX Spark AI superchip for Windows PCs, targeting AI powered personal computing. Spark enabled Windows devices from Microsoft, Dell, HP, Lenovo and others are expected to arrive this fall. The partnership aims to support local AI, personal agents running directly on devices, and new security features. For investors watching NasdaqGS:MSFT, the RTX Spark launch adds a fresh angle to the Windows story by linking the operating system directly to on device...

Simply Wall St.
Nvidia Expands Into CPUs As AI Partnerships Grow And Valuation Stretches

Nvidia (NasdaqGS:NVDA) announced the RTX Spark superchip platform for Windows PCs and the Vera CPU for data centers, expanding into CPU markets that have traditionally centered on other large chip suppliers. The company introduced open source physical AI tools and agentic AI platforms, including Agent Toolkit, Cosmos, Alpamayo, Isaac Groot for robotics, and Vera Rubin for AI factories. Nvidia also disclosed new partnerships with Microsoft, MediaTek, Dell, TSMC, Uber, VinFast, and Foxconn,...

Simply Wall St.
Blue Origin launch pad repairs could take 'serious time', NASA chief tells CNBC

Damage to a Blue Origin launch pad from the spectacular explosion of the company's giant New Glenn rocket ‌during a test firing of its engines last week will "take ‌some serious time" to repair, NASA Administrator Jared Isaacman told CNBC on Monday. The mishap came ⁠at a critical time for the Blue Origin rocket and Amazon satellite ventures of billionaire Jeff Bezos, who is seeking to compete on a more ​equal footing ​with Elon Musk's SpaceX, the world's ​leading private space launch service. Company ‌and industry sources said over the weekend that the explosion had left the launch pad "practically destroyed" and in need of repairs that engineers expect will disrupt operations for at least six months.

Reuters