Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.

Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is &ldquo;incredible&rdquo; and expects the market to open further over time.

Listen for news and analysis on global technology companies and investors. 

Hosts Caroline Hyde and Ed Ludlow bring you the only daily news program focused exclusively on technology, innovation and the future of business.

Listen for news and analysis on global technology companies and investors.&nbsp; Hosts Caroline Hyde and Ed Ludlow bring you the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology is the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Tech

Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d2f56fb2-3225-4706-aa65-b44e01551d29/transcript