It's getting stressful out there for companies seeking AI chips.
"We probably have more emotional customers today. Deservedly so. It's tense," Nvidia CEO Jensen Huang said during a Goldman Sachs' tech investor conference in San Francisco today.
Context:Demand for Blackwell, the company's newest AI platform designed for training and running large language models for server providers and cloud data centers, "is well above supply," CFO Colette Kress said in late August.
The fervor is driven by companies intent on scaling up their compute power to launch generative AI services.
"They don't want to build any more general purpose computing infrastructure," Huang added at the time.
The big picture: With an estimated 70% to 95% of the market share for AI chips, Nvidia's really the only shop for businesses to turn to.
And with TSMC as the main maker of its chips, any issues there becomes a single point of failure.
