“At some point demand and supply will be inverted again. That's just the nature of markets. It's not going to happen next year. It's not going to happen in the next couple, two, three years. [When it does, markets would slow and enter a 'period of digestion,' potentially lasting six months, nine months or a year.]”
Co-founder and CEO, Nvidia
Said Sep 24, 2026Deadline Sep 24, 2029The Ezra Klein Show interview, reported by Benzinga, September 24, 2026
Huang argues AI compute supply will not exceed demand before roughly 2029; Nvidia's most recent quarter showed data center revenue up 117% year over year, with hyperscaler capex still accelerating.