Invidious forecast for China market is zero. We're going to continue to engage the U.S. government, continue to engage the China government to advise them and to encourage them to allow us to go back and compete in the open market. And so until then, we should assume zero.And Bloomberg has learned that White House officials are urging members of Congress to oppose a measure that would limit his ability to sell chips to China. A tech correspondent, Animal Jewelers, has more on the scope and bills. That's a p ...

There are many elements of a CFO's job that are the same across every industry: planning, budgeting, risk management, reporting. But Diego De Giorgi believes the role of a CFO at a bank is unique. I think it's very different.In a nutshell, if you are the CFO of an industrial business, you make chemicals, widgets or something. You are the company's resident expert on matters financial. But a bank does finance.And a bank is really a living organism where the CFO plays a very meaningful role in the deployment ...

Tell us in terms of what the target is going to be with this new regime and what sort of companies you're looking to attract. Well, we have our best IPO market in the last quarter rank within our top ten globally. But companies have been telling us that if there's an additional pathway to connect US to Asia and allowing better access into global capital, they would like to look at it.And I think that many tech growth companies in this part of the world, they are ready for the IPO market. And we know what it ...

Product & Supply Chain - Blackwell sales are off the charts, and GPUs in the cloud are sold out, but the company has plenty of Blackwells to sell with a well-planned supply chain [1][2][3] - Vera Rubin silicon chips are back in the labs, with bring-up on track for Q3 of next year, continuing the company's annual cycle [5][6] - The rack scale architecture, including Envy Link 72, is revolutionary and will transition smoothly from Grace Blackwell to Vera Rubin, leveraging existing supply chains [6][7][8] China Market - The company's forecast for the China market is zero, despite it being a potentially $50 billion market [10][12] - The company aims to re-engage with the Chinese market with competitive products, pending government approvals [11][13] Compliance & Diversion - The company is permitted to export up to 35,000 Blackwell chips each to Saudi Arabia and the UAE, with measures in place to prevent technology diversion to China [14] - The company has been rigorous in preventing diversion, testing data centers and implementing technological and process controls [15][16] Energy & Infrastructure - The company's growth rate makes everything a challenge, requiring world-class supply chain management and collaboration with energy providers [16][17] - The company's large network of partners, including cloud service providers and OEMs, helps in finding power solutions globally [18] AI & Market Demand - The company's architecture runs virtually every model, including premier frontier models like OpenAI, Anthropic, and Gemini [19] - The company is disciplined in aligning with partners like OpenAI and Anthropic, considering demand visibility and financing capabilities before building out capacity [21][22] - There is exponential growth in compute demand for AI, with companies struggling to keep up with demand, highlighting the need for increased capacity and optimization [23][24][25]

How do you compare the thrill of being uh in the business world where you're either endorsing products, you're investing in products with playing tennis. >> There's no match point in business, right. There's no that like feeling of, okay, now I either I I this one point is on the line.I've gotten to this point and it's make or break. So much will change. Like there's none of that getting on your knees and waving to the crowd, you know.And yes, I I I miss those memories. I miss those moments. Um, but the adj ...

First of all, going back to the meeting between the two leaders, President C and President Trump, it was a good meeting and while it may be a temporary truce, a temporary stabilization in the relationship, it's much needed and it will provide guardrails for the two powers to, you know, engage one another. It will open up channels of communication. The intense competition and rivalry will continue.I'm sure the mutual suspicion and distrust remains but the guard rails will ensure that the rivalry does not sli ...

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And I want to thank you because you've agreed to invest $600 billion into the United States. And because he's my friend, he might make it a trillion, but I'm going to have to work on him. But it's 600.We can count on 600 billion. But I just want to say it's an honor to be your friend and it's an honor that you're here. And if you'd like to say a few words, but thank you very much.>> Well, thank you, Mr. . President. We believe uh in the future of United States of America. We believe in what you're doing, Mr ...

He has asked for an exemption. We haven't granted one, but he has as victory. He's a friend of mine. ...

As far as this gentleman is concerned, he's done a phenomenal job. You're mentioning somebody that was extremely controversial. A lot of people didn't like that gentleman that you're talking about.Whether you like him or didn't like him, things happened, but he knew nothing about it. And we can leave it at that. You don't have to embarrass our guest by asking a question like that >> about the generalist.It's really uh painful to hear uh you know anyone that been losing his life for uh you know no real uh pu ...