Jensen Huang, NVIDIA's CEO, told an audience at Dell Technologies World that demand for AI compute is rising exponentially, declaring it "parabolic, utterly parabolic." The remarks underscore the tight market for high-end accelerators and continued upward pressure on capex forecasts from infrastructure buyers.
CTOs budgeting for 2026–2027 compute capacity should expect continued supply constraints and premium pricing on next-gen GPUs unless foundry competition (Intel, Samsung) ramps faster.