Jensen Huang on the 5th, during a talk with analysts at the Consumer Electronics Show (CES) in Las Vegas, described the memory and storage chip market as an “unserved market” with huge growth potential.
Huang emphasized at the meeting that the growth rate of AI‑related memory demand has already exceeded the capacity of current infrastructure. He said, “The amount of context memory, token memory, and KV cache we are handling has become so high that traditional storage systems can hardly keep up.”
Following the news, leading computer storage device provider SanDisk surged 27.56% on the 6th