As the world reels from the consequences of the AI boom, Nvidia — both a benefactor and beneficiary — is busy enjoying its fruits. Speaking at a press conference recently, CEO Jensen Huang shared his views on various topics, but the bulk of the discussion focused on bottlenecks in data center buildouts. This is where he went on a pro-scarcity line of thought that can best be described as controversial.
"I love constraints... because in a world of constraint, you have no choice but to choose the best," said Huang. He explained that a lack of options will force companies to go with the highest-end hardware instead of experimenting with cheaper alternatives. AI firms won’t fill their data centers with arbitrary hardware when “land, power, and shell are constrained."
