Nvidia CEO Jensen Huang eats dinner with someone ‘and their stock price doubles the next day’

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, there’s a blog that tracks his sumptuous dinners out around the world.

But the real tea, said Huang during the chipmaker’s blowout second-quarter earnings call on Wednesday, is who he dines 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,” said Huang during the quarterly call that saw Nvidia’s stock jump more than 4% in after-hours trading.

“Their stock price doubles the next day.” Huang was responding to a request from an analyst at Goldman Sachs to rank the most acute constraints on Nvidia’s ability to meet customer demand, against the backdrop of the blockbuster 70% revenue growth the company projected for next fiscal year.

The figure was significantly higher than analysts’ 44% estimate, but Huang and Nvidia CFO Colette Kress specified that there were still heavy supply constraints holding back the $5 trillion chipmaker.

The analyst asked Huang to rank items like data center power, shell availability, memory pricing, and wafer foundry access that might be limiting growth.

“There’s something funny I could say, but I’m going to just not,” quipped Huang.

“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.” Nvidia currently has supply for 70% of the demand from current customers, said Huang during the call, adding that demand is “much higher than that.” He said the company doesn’t like to disappoint customers but it will take the help of the entire supply chain to get more compute capacity available.

The tech giant jolted investors on Wednesday with a blockbuster second quarter earnings report, posting $96.2 billion in revenue, well above analysts’ $92.2 billion consensus estimate.

Nvidia also projected that it would grow revenue 70% next year, meaning revenue could soar more than $100 billion above where analysts were modeling.

The stock rallied more than 4% on the preliminary forecast.