Nvidia continues to benefit from the AI boom, as data center-driven revenue eclipses gaming. Team Green now models itself as an “AI data center infrastructure company,” and you can’t really blame them after raking in record $215.9 billion revenue in 2025, with the majority coming from data centers and just ~$16 billion from its gaming ventures. As you may know, the high demand for memory modules from AI firms has fuelled industry-wide shortages, and Nvidia CEO Jensen Huang is loving it.

In a discussion at the Morgan Stanley Tech Media & Telecom (TMT) Conference last week, Huang claimed he “loved constraints”. So much so that he said it twice. Anyway, scarcity means an even stronger laser focus on Nvidia, because, when supplies are scarce, customers would rather go with a provider with a proven track record than risk their investment elsewhere.

Nvidia boss on constraints and RAM scarcity

“I love constraints. I love constraints. The reason for that is because in a world of constraint, you have no choice but to choose the best. You can’t squander your choice. If the data centers, if the land, power, and shell is constrained, you’re not gonna randomly put something in there, just to try it out.”

Jensen Huang, Nvidia CEO and Co-Founder, transcript via Investing.com

Huang goes on to say that “they can’t choose poorly” with constraints, referring to customers and partners turning to Nvidia, given its proven track record and status at the top of the AI data center infrastructure world. “We’re the only company in the world that can come into your company and help you stand up an entire AI factory,” says Huang. “I think the fact that everything is scarce is fantastic for us,” he continued. Data center GPU sales will continue to climb, and Nvidia can help companies with the rest of the process. Huang speaks openly about Nvidia’s tight grasp on the data center industry.

We have the expertise. We know the architecture works. We know there’s enormous demand for the architecture, you know, after you’re done standing it up, so we can help you get into business. When you’re constrained that way, you have no choice but to make the best choice. Because your revenues next year is directly correlated to it.

Nvidia’s CEO also makes reference to Microsoft CEO Satya Nadella. “When Satya asks me to help him stand up a few gigawatts, the answer is, ‘No problem,'” he says, because Nvidia has secured its supply chain while “working at such a large scale” – with “everything from copper to multi-layer ceramic capacitors” secured. That, of course, includes DRAM.

Note that Huang is talking about the AI data center business here, rather than shortages as a whole. On the gaming side of the equation, PC gamers have been met with some interesting workarounds from prebuilt manufacturers, such as ‘bring-your-own RAM’ programs, to help cut down costs. Though, according to those whom we polled recently, they would rather just get a complete build. DDR5 RAM remains a high-ticket part of a modern build, with hardware bundles perhaps being the best way to soften the blow lately.

Memory constraints have also had an effect on graphics cards, but that doesn’t stop Nvidia from dominating the field, either. Recent reports point towards 95% of the discrete GPU market share, and while prices are generally inflated, you can still find some cards dropping back closer to MSRP in some regions, and Nvidia’s Resident Evil Requiem bundle is another great pull.

About the Author

Jack Goodall

At PC Guide, Jack is mostly responsible for reporting on hardware deals. He also specializes in monitors, TVs, and headsets and can be found putting his findings together in a review or best-of guide.