Before Resigning, Jensen Huang Admitted He Was Facing an "Avalanche" of Excess Wafers and Memory, New Report Sheds More Light on the GPU & RAM Crisis
The narrative surrounding inflated GPU and RAM prices is shifting as Nvidia faces an oversupply crisis. Reports reveal major cloud providers are moving away from Nvidia’s products, leading to excess inventory and financial risks. The industry's AI demand appears overestimated, causing significant implications for Nvidia's future.