Asking about how Nvidia's sold-out Blackwell status fits with $500 billion forecast growth potential
Ed Ludlow
Jensen Huang
Sales are off the charts for Blackwell, Nvidia GPUs in the cloud are sold out, but we have plenty of Blackwells to sell and business is very strong
Asking about Vera Rubin roadmap and ramp timeline
Ed Ludlow
Jensen Huang
Vera Rubin silicon back in labs, on track for Q3 next year, continuing once-a-year cycle, already assured huge success
Asking about China market status and CFO's comments on zero forecast
Ed Ludlow
Jensen Huang
Our forecast for China is zero - we've said this for some time, all guidance shows zero
Asking about Middle East export approvals and tech transfer controls
Ed Ludlow
Jensen Huang
US Commerce approved 35,000 Blackwell chips to Saudi Arabia and UAE, diversion prevention measures in place
Asking about energy constraints for AI expansion versus chip constraints
Ed Ludlow
Jensen Huang
Growing 60% annually, adding $10 billion per quarter, everything is a challenge at this scale
Asking how Nvidia ensures OpenAI and Anthropic can finance their massive AI infrastructure commitments
Ed Ludlow
Jensen Huang
We're thoughtful in aligning visibility of demand with financing capabilities before building out - execution is disciplined