By By Michael Crider Staff Writer, PCWorld
Publication Date: 2026-03-06 15:41:00
Summary created by Smart Answers AI
In summary:
- PCWorld highlights how Nvidia CEO Jensen Huang views RAM and component scarcity as beneficial, forcing customers toward Nvidia’s AI solutions.
- Nvidia’s strong financial position allows it to secure critical components like DRAM while competitors struggle with supply constraints.
- The company generated $130.5 billion revenue in 2025 by prioritizing data centers over consumer graphics cards, maintaining 94% market share.
Storage is hard to find. Graphics cards are hard to find. RAM is extremely hard to find, even if you’re a PC manufacturing giant. And it’s all thanks to the “AI” data center buildout. But Nvidia, or at least its highly visible CEO Jensen Huang, couldn’t be happier about it.
“I love constraints,” said Huang at a recent conference. “In a world of constraints, you have no choice but to choose the best.”
Huang’s “no choice” means an inevitable buy from Nvidia, for GPUs that are crucial for said data centers. For context, Huang was asked about constraints on memory and electricity in the “token economy” at the Morgan Stanley Technology, Media & Telecom Conference, referring to “AI” output capability and not the more classical definition of the term.
Huang went on to say:
If the data centers, if the land, power, and shell is constrained, you’re not gonna randomly put something in there, just to try it out. You’re gonna put something that you know for certain…
