Huang: Hyperscalers have consistently underforecasted GPU demand for years
Jensen Huang · NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod · Sep 26, 2025 · at 24:35
NVIDIA CEO Jensen Huang explains how customer annual demand signals dictate NVIDIA's supply chain manufacturing planning.
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“Now what's, what's going on, of course, is that every one of their forecasts that they provide us, it turns out to have been wrong. Because they under forecasted, and so now we're always in a scramble mode, and so we've been in the scramble mode now for, you know, a couple of years, and it's whatever forecast we've been given has been always significant increase from last year, but not, not enough.”
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