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Taipei, Computex 2026. The hall is packed to capacity as journalists and analysts from around the world hang on every word of a man who, over the past few years, has transformed from the head of a gaming graphics card manufacturer into one of the most influential figures on the planet. Jensen Huang, Nvidia’s founder and longtime CEO, steps up to the microphone. He is wearing his trademark leather jacket—a signature look that has become as recognizable as Steve Jobs’ black turtleneck. But today, he is not talking about new products; he covered those the day before. Today, he is addressing what concerns markets most: supply. Specifically, whether Nvidia can physically manufacture enough chips to satisfy a world obsessed with artificial intelligence.

Huang did not mince words. He acknowledged what the market has been whispering about for months: supply constraints remain a real issue. Nvidia, the company powering data centers around the globe with its semiconductor technology, is facing an enormous imbalance between supply and demand. Every new data center, every new large language model, and every AI startup wants Nvidia accelerators. Demand is growing exponentially, outpacing the production capacity of even a giant like Nvidia.

Yet Huang stated that the company has secured sufficient supply to support continued production growth. This was more than just an optimistic remark. It was a signal to investors who had become increasingly anxious about reports of chip shortages and shipment delays. Nvidia’s CEO was effectively saying: we see the problem, we are working on it, and we have addressed it to the extent necessary to keep growing.

Behind those words lies an immense effort. Nvidia does not manufacture chips itself—it designs them and relies on Taiwan’s TSMC and, to a lesser...