Nvidia says it can supply robust CPU and GPU growth despite constraints

This Reuters item is a useful compute-supply signal after Nvidia's Computex announcements. Jensen Huang said on June 2 in Taipei that Nvidia has enough capacity to support robust growth in both CPUs and GPUs as the company rides the AI boom. The caveat matters: Reuters says Nvidia still acknowledged that supply constraints remain a concern. The story belongs in the feed because the AI market's near-term growth depends not only on model demand but on whether chip, packaging, memory, power, and rack supply can keep up. It also helps contextualize Nvidia's push into AI PCs and Vera CPUs: the company is trying to expand the AI compute stack beyond data-center GPUs while convincing customers that supply will not become the main bottleneck.

Key details: Reuters, June 2, 2026, Nvidia, Jensen Huang, Taipei, CPU growth, GPU growth, supply constraints remain a concern.

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