Jensen Huang, Nvidia chief executive officer (CEO), said Nvidia is effectively the only demand source for sixth-generation high-bandwidth memory (HBM4).
On the 6th (local time), at the Fontainebleau hotel in Las Vegas, where the world's largest IT and home appliance show, "CES 2026," opened, Huang held a briefing with global media and said, "We are collaborating with all memory supply corporations," adding, "As the first user and the only buyer of HBM4, we will benefit for the time being." HBM4 will be mounted on "Rubin," the next-generation graphics processing unit (GPU) Nvidia unveiled.
Huang said, "Nvidia is the world's largest buyer of memory," and "Our current demand is so high that all HBM suppliers are preparing, and they are all doing well." He added, "We appreciate that memory corporations are making custom products for Nvidia," but "we need more memory corporations' production facilities."
Regarding the artificial intelligence (AI) chip "H200," which U.S. President Donald Trump recently released that exports to China would be allowed, he said they are wrapping up work with the government on the details and that "the supply chain is already running." Huang said Chinese demand for the H200 is "very high." He added, "In the end, everything will come down to the most important indicator, purchase orders."
When asked about "the time when robots can work like people," Huang answered, "Next year." He said, "Technology is advancing so fast that even some very hard problems, like fine motor skills, are nearing a solution," adding, "Issues around a robot's gait and movements are already being resolved quickly, and now it's time to handle fine actions like those of the hands."
On concerns about resulting job losses, he said, "There's no need to worry." Huang said, "I believe AI and robotics will not replace jobs but rather create new ones," adding, "With labor shortages worldwide and declining populations eroding the ability to sustain economies, AI and robots will be a good alternative." "The robot revolution will not replace jobs with losses; rather, it will fill labor shortages and help grow the economy," he said.