Introduces Nvidia CEO Jensen Huang's announcement about Rubin Data Center chips nearing release, expected to speed up AI development.
Joumanna Bercetche
Jensen Huang
Describes technical specs of Vera CPU with 88 cores, 176 threads using spatial multi-threading for full performance, highlighting incredible IO performance.
Asks about significance of Rubin confirmation and geopolitical sensitivities regarding H200 chips sales to China.
Joumanna Bercetche
Mimim Low
Confirms Rubin architecture on track for second half 2026 release, offers 5x faster training and 5x better AI software performance than Blackwell, changing economics for hyperscalers.
Mimim Low
Chinese government approval pending for H200 sales; strong demand from Chinese tech companies; Nvidia can supply China without compromising global clients.