Asking about Blackwell being sold out while forecasting $500 billion for Blackwell/Rubin growth
Ed
Jensen Huang
Sales are off the charts, GPUs in cloud sold out, but supply chain well-planned with plenty of Blackwells coming and Vera Rubin in development
Asking about Vera Rubin roadmap compared to Blackwell generations
Ed
Jensen Huang
Vera Rubin silicon back in labs, 20,000 people working on bring-up, on track for Q3 next year delivery, rack architecture revolutionary with seamless transition
Asking about China situation and CFO Colette Kress comments on H20 sales and competitive compute
Ed
Jensen Huang
Forecast for China is zero, would love to re-engage Chinese market with excellent products, $50 billion market opportunity
Asking about US Commerce Department permitting 35,000 Blackwell chips to Saudi Arabia and UAE with tech transfer prevention requirements
Ed
Jensen Huang
Long-standing diversion prevention measures, repeatedly tested data centers worldwide found no diversion, multiple compliance methods including American cloud operation
Asking about energy constraints for AI expansion and whether power is bigger constraint than chips
Ed
Jensen Huang
Growing 60% annually, $10 billion quarterly growth, everything is challenge requiring world-class supply chain and energy partnerships
Asking how Nvidia ensures OpenAI and Anthropic can fund tens of billions in commitments
Ed
Jensen Huang
Disciplined approach aligning demand visibility with financing capabilities before build-out, these are fastest growing companies in history with real demand