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Jensen Huang Pushes Back on Memory Glut Fears as Chip Stocks Sell Off

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Jensen Huang pushes back on memory glut fears as chip stocks sell off.

Nvidia’s AI ambitions still depend on massive HBM and LPDDR memory demand. The question: will AI demand outpace new supply or is the market pricing in a future glut too early?

The memory trade is getting interesting.

https://www.cnbc.com/2026/10/22/jensen-huang-nvidia-memory-selloff-shortage.html

cnbc.comNvidia's Jensen Huang says he sees no sign of a 2029 memory glut: 'You can always use more'Nvidia's Jensen Huang told CNBC that a surplus of memory supply is unlikely by 2029, as memory stocks have taken a beating in the past week.

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Cite this article

financeguy. Jensen Huang Pushes Back on Memory Glut Fears as Chip Stocks Sell Off. Vitahash. 2026. STAMP-2026-1022-RVA4MIJO

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