Jensen: We secured our supply chain

Good luck to Nvidia's competitors!

Jensen: We secured our supply chain. Our balance sheet is strategic - "I got all the memories, I got all the wafers, I got all the CoWos, I got all the packaging, I got all the connectors, I got all the cables, copper to multi-layer ceramic…

— tae kim (@firstadopter) March 4, 2026

Jensen is cooking so hard right now at the MS conference

"I got all the memory, all the wafers, all the connectors, all the materials, all the supplies, I have all of it"$NVDA pic.twitter.com/iqHpmtVPTG

— Midnight Capital LLC (@Midnight_Captl) March 4, 2026