Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News&#x27; Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.<br>See omnystudio.com/listener for privacy information.

Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China

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Michael, in the corner gone, 1,000 new clients for AI Server, for AI Factory. It's a hell of a chunk. What is it that those new clients, 5,000 total, are actually building now different to one year ago? I think that's probably a good place to start. I think the change we see is it's kind of new from testing and evaluating into production. And we showed some great examples on stage, right?

Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.