Ed Ludlow

You know, there are headlines out right now from the information that China is asking its tech companies to halt orders of H200.

Jensen Wang's been peppered with questions about H200 for the last three days straight.

And you can see over three days, this was not the blockbuster that we thought it would be to start the year.

Nvidia's up half a percentage point.

Now, the big data point was the forecast for the next few quarters, Blackwell and Rubin.

And this is what Jensen Wong had to say about that forecast.

That question was posed to Jensen Wong by Bloomberg's Ian King, who's covered semiconductors here since 1998.

And the context is that you said to him in October, you told us over five fiscal quarters, $500 billion of sales across Blackwell and then Rubin.

Is it possible that that number could go up?

And as we just heard, there are various reasons why Jensen thinks that number could go up.

Where they did get excited is memory storage.

Oh, my goodness.

Sandisk is up a thousand percent from its lows.

It's up 50 percent in the first three trading days of the year.

And what are you hearing in terms of this demand for memory and the price point that we're going to see?

Supply and demand is basically what they're teaching us.

And we're actually talking storage as well, not just the high bandwidth memory that goes around the GPU.

A point of discussion on the internet has been autonomous driving.

Once again, NVIDIA came out strong with autonomous driving.

You and I sat next to each other in the keynote, and you can tell us about NVIDIA's offering, but it also caught the attention of Elon Musk and Tesla, of course.