NVIDIA Jensen Huang "World Tour" AI Videos Go Viral Domestically and Abroad; Musk Jokes, "I've Found the Reason for the Rising Memory Prices"
The Block
10-06 11:12
Ai Focus
A second creation video of "Jensen Huang's World Tour" AI has gone viral both at home and abroad, and Elon Musk took the opportunity to joke about the rising cost of memory; the article also reviews Jensen Huang's previous statements regarding the scarcity of memory supply and NVIDIA's locking in key components from AI factories.
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News from the IT community on October 6th: Recently, second-hand videos of Michael Jackson's concerts have become extremely popular on domestic video platforms, where netizens have replaced Michael Jackson on stage with various well-known figures among the audience.

On October 4th, the main content creator "Wang Yexing" on Bilibili UP released a video titled "Jensen Huang's World Tour" AI. This video has already garnered over a million views and has even become popular overseas, leading to Elon Musk making a joke about it: This is why memory is so expensive.

IT research has found that the original video is a clip from the song "Jam" from Michael Jackson's 1992 Dangerous World Tour concert in Bucharest, Romania.

In March of this year, reports stated that Jensen Huang mentioned at the Morgan Stanley Technology Conference that the current scarcity of memory supply is "excellent news" for NVIDIA ( fantastic for us ).

Jensen Huang believes that resource constraints will actually force customers to choose the most performant solutions directly. Since NVIDIA has ample funds and a scale advantage, enabling it to secure a large supply across the entire industry chain, NVIDIA can benefit from this.

He pointed out that NVIDIA has currently secured the key components required for large-scale deployment of the “AI factory,” including memory, wafers, CoWoS packaging, systems, and cables. Jensen Huang even boldly told suppliers at the meeting, “Go ahead and build as many DRAM memory factories as you want; I will use whatever amount you produce.”

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