Nvidia CEO Hwang In-hoon said that customer demand for artificial intelligence chips continues to exceed the company's supply capacity. In an “BG2” podcast interview released on Thursday, Hwang In-hoon revealed that new orders are pouring in “almost every week, even every day,” and “we are constantly increasing supply, and order volume continues to grow.” Large cloud service providers, emerging artificial intelligence cloud operators, and device manufacturers have all placed large orders. Hwang In-hoon said that customers will forecast demand at least one year in advance, and the largest customers have even made plans two years in advance. However, the production capacity that Nvidia allocates to these customers is far below their actual needs. Hwang In-hoon said that factors such as electricity shortages, unfinished data centers, and manufacturing parts are also limiting the speed at which the company can expand its supply.

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