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Jensen Huang and Michael Dell discussed the supply bottleneck: Michael - memory is the challenge. Jensen - we will have billions of agents, and we will need to give each agent essentially its own computer to use.

The AI Investor

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245,616 views • 2 months ago •via X (Twitter)

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Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇 $NVDA $DELL $MU $HXSCL

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JENSEN HUANG: “We have to make sure that the supply chain upstream and downstream are prepared for this future … We're going to have billions of [AI] agents in the world, and they're going to be working 24/7.”

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