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]

(Subtitles may contain inaccuracies) We have none other than the Chair and CEO Jane Fraser. Thanks so much for having us. Well, we're delighted to have Bloomberg here.Thank you very much for joining our conference. So what do you hope to get out of this in talking to all your guests and your clients and to understand a little bit more about the China market, which you know very well. But we're coming out of a bruising trade war.We're not even out of it yet. Right. Some say it's a truce, not necessarily a la ...

As we look ahead to Nvidia earnings tomorrow night, uncertainty around China still looming after reports that it halted production of its made for China chip. Our Christina parts Nevos has more on what to expect and obviously one of the most important prints of the quarter. KP.Yeah. And so for Nvidia, this China story is really less about what just happened, what you just talked about, and more about what comes next. The company's latest quarter will almost certainly show zero revenue from China after the H ...

Welcome back to the exchange. Nvidia getting some more love from the street today. Popper Sandler raising its price target to $225 a share from 180 ahead of earnings later this month.The firm expecting results to be in line with company expectations but sees more room to run as Nvidia alleviates supply shortages. For more, let's bring in Harsh Kumar, senior research analyst at Piper Sandler. Harsh, so um there's a lot of demand here already.How much do the changes in China with policy there uh how much is t ...