Jensen Huang on Dwarkesh Podcast: NVIDIA GPU Allocation Is First-Come-First-Served, Prices Don't Move

Digitimes·medium signal

In a wide-ranging interview with Dwarkesh Patel, Jensen Huang firmly denied that NVIDIA sells GPUs to the highest bidder, calling such practices 'bad for business.' He explained a queue-based system tied to data center readiness and purchase order timing: once quoted, the price holds; when demand surges, the line gets longer, not the price tag. This matters for builders: if you're planning inference infrastructure, get your purchase orders in early — NVIDIA's allocation system rewards commitment and infrastructure readiness, not willingness to pay premiums.