Little more than a week ago, AMD told analysts during its quarterly earning call that it's ramping up GPU production but that it's limited by memory supply constraints. Susquehanna analyst Chris Rolland asked NVIDIA if the company is seeing similar issues but NVIDIA CEO Jen-Hsun Huang implied that his company doesn't have the same issues as AMD.
Huang boasted that NVIDIA is "ten times larger of a GPU supplier than the competition" and that his company has a lot more suppliers.
We’re just constraints. Obviously, we're ten times larges of a GPU supplier than the competition and so we have a lot more suppliers supporting us and a lot more distributors taking approach to market and lot more partners distributing our products all over the world. And so, I don’t know how to explain this right from demand is just really great. And so we just got to keep our nose to it and catch up the demand.