Korean fried chicken with the chairmen of SK Group and LG. Yellowtail sashimi at Nobu with Larry Ellison and Elon Musk. Mapo tofu and whiskey with TSMC founder Morris Chang.

People are so curious about where Nvidia CEO Jensen Huang eats that a blog tracks his dinners around the world. But the more interesting question, Huang said during the chipmaker’s blowout second-quarter earnings call on Wednesday, is who he eats with.

"One of the funnest things to do is just to go figure out where I go for dinner, and who I have dinner with," Huang said on the quarterly call, which sent Nvidia’s stock up more than 4% in after-hours trading. "Their stock price doubles the next day."

Huang was answering a question from a Goldman Sachs analyst who asked him to rank the biggest constraints on Nvidia’s ability to meet customer demand, given the company’s projected 70% revenue growth for next fiscal year. That forecast was far above analysts’ 44% estimate, but Huang and Nvidia CFO Colette Kress said supply constraints are still limiting the $5 trillion chipmaker.

The analyst asked Huang to rank factors such as data center power, shell availability, memory pricing, and wafer foundry access that could be restraining growth.

"There’s something funny I could say, but I’m going to just not," Huang said. "I think the answer is our entire supply chain is challenged, and everybody is really running flat out and more capacity is coming online all the time, which is one of the advantages."

Huang said Nvidia currently has supply for 70% of demand from existing customers, adding that demand is "much higher than that." He said the company does not want to disappoint customers, but that expanding compute capacity will require help from the entire supply chain. For an AI chip supplier of Nvidia’s scale, that makes dinner-table ties more than a celebrity curiosity: the company’s customer and partner relationships now sit alongside manufacturing, power and packaging as part of the broader race to bring more capacity online.

Nvidia jolted investors on Wednesday with a second-quarter earnings report that showed $96.2 billion in revenue, well above the $92.2 billion consensus estimate. The company also projected 70% revenue growth next year, implying revenue could rise more than $100 billion above what analysts were modeling. The stock rallied more than 4% on the forecast.

Huang did not name the restaurant, dinner guest or supplier involved in his latest outing. But the Nvidia CEO has become known for eating dinner while traveling globally, and photographers have caught him sampling local dishes, tipping servers, and posing for photos with crowds outside restaurants and night markets.

In 2024, Oracle founder Larry Ellison said he and SpaceX CEO Elon Musk took Huang to Nobu Palo Alto and “begged” him for more GPUs.

"I would describe the dinner as Oracle—me and Elon begging Jensen for GPUs," Ellison recalled in 2024. "Please take our money. Please take our money. By the way, I got dinner. No, no, take more of it. We need you to take more of our money please."

Ellison said the approach worked.

Since then, Huang has appeared at restaurants in Taipei, Hong Kong, Beijing, and Seoul.

In June, the "Jensen Eats" blog reported that he stopped in Korea and visited a barbecue restaurant whose name translates to "Hey brother, it’s me!" He ate with SK Group Chairman Chey Tae-won, LG Group Chairman Koo Kwang-mo, and Naver founder Lee Hae-jin. According to tech founder Dan Liu, who runs the blog, the group ate grilled meat wrapped in perilla leaves, known as ssam. Liu wrote that because LG’s Koo is the youngest, he grilled pork for the table.

Ahead of that group dinner, LG shares rose 30% on reports that Koo would meet with Huang, and LG affiliates also posted gains of 17% to 29% in their listed units.

Huang’s dining stops have even had a spillover effect on other companies. He previously had chicken and beers with Samsung Electronics chairman Jay Y. Lee and Hyundai Motor executive chair Chung Euisun last October, and shares of poultry processor Cherrybro rose, along with fried chicken company Kyochon F&B Co. and fried-chicken robot company Neuromeka Co., Bloomberg reported.

On the earnings call, Huang said Nvidia is trying to be as transparent as possible as new capacity comes online in small increments each day. He did not say where he was eating dinner that night.