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Physix Frontier · News Briefing Card (IT Home · Oct 6, 2026)

Bilibili AI video sends Jensen Huang on "world tour"; Musk jokes on memory prices

KEY FACTS

  • Bilibili creator "Wangyuyexing" posted an AI video of Jensen Huang's "world tour" on October 4.
  • The video has surpassed one million views and spread to overseas platforms.
  • The video is based on footage from Michael Jackson's 1992 Bucharest concert.
  • Musk joked that this is why memory prices are so expensive.
  • In March this year, Jensen Huang said scarce memory supply is extremely good news for Nvidia.

KEY DATA

Over one millionVideo views
October 4Video release date
1992Original concert year

PHYSIX OBSERVATION

A fan-made video turns memory price hikes into a punchline, but Jensen Huang's statement is the real signal: the tighter the supply, the more top-tier vendors can lock up capacity and force customers to choose maxed-out configurations. For smaller players, the bar in this round of AI hardware competition will only get higher, and shortages may not be a short-term fluctuation but a competitive moat actively exploited.

Source: IT Home report