EXCLUSIVE: Nvidia CEO Huang on Blackwell Sales, Vera Rubin and China (full interview)

Core Insights - The company is experiencing unprecedented demand for its Blackwell GPUs, with sales described as "off the charts" and a forecast of $500 billion for growth potential [1][2][3] - The upcoming Vera Rubin architecture is on track for delivery in Q3 of next year, with significant engineering efforts underway to ensure a smooth rollout [5][6][8] Supply Chain and Production - The company boasts the largest supply chain globally, with strong partnerships with TSMC and major memory providers like SK Hynix, Micron, and Samsung [3] - The transition from Blackwell to Vera Rubin is expected to be seamless due to well-planned supply chain logistics [7][8] Market Dynamics - The company has zero sales forecast for the Chinese market currently, emphasizing the importance of re-engaging with China for future growth [10][13] - The Chinese market is estimated to be worth around $50 billion, highlighting its significance for both the U.S. and Chinese economies [12] Regulatory Environment - The U.S. Commerce Department has allowed the export of up to 35,000 Blackwell chips to specific Middle Eastern countries, with strict controls to prevent technology transfer to China [14][15] Energy and Infrastructure - The company is growing at a rate of 60% annually, which presents challenges in energy sourcing and infrastructure development [16][17] - A large network of partnerships with cloud service providers enables the company to find diverse energy solutions globally [18] AI Demand and Partnerships - There is exponential growth in compute demand for AI applications, with significant partnerships with companies like Anthropic and OpenAI [25] - The company is focused on disciplined investment and build-out strategies to meet the increasing demand for AI computing power [22][24]