The investors said Huang's speech and recent commentary from technology leaders supports continued growth of AI and should alleviate some investor concerns. "It is our biggest holding today," Gerstner said of Nvidia stock. The investor said he added to his Nvidia stake when shares were disrupted in August, nearly doubling his position. Nvidia is not limited to generative AI; it also sees multiple trillion-dollar opportunities in AI and data center CPUs, Gerstner said. "The most important company in compute today," the investor added of Nvidia. Why It's Important: Huang said demand for Blackwell chips is so immense that customers are becoming frustrated and tensions are rising due to the supply. "The demand on it is so great, and everyone wants to be first and everyone wants to be most," Huang said. "We probably have more emotional customers today." Huang said Nvidia is "trying to do the best we can." The Nvidia CEO thanked suppliers like Taiwan Semiconductor Manufacturing TSM, who is also trying to keep up with supply.