Huang said the shortage in memory used to support AI demand may last for several years, pointing to a supply constraint that could shape the sector’s next phase.
Nvidia CEO Jensen Huang said AI stocks are "very cheap" and warned that the shortage of memory needed to support artificial intelligence demand could persist for "several years." His remarks tie valuation in the AI sector to a hardware bottleneck, underscoring how supply of key components can influence growth expectations across chipmakers and related companies.