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Ian King

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
127 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Nvidia Wins US Approval to Sell H200 Chips to China

First of all, I love those old photos that you have of Ted back from, I guess, the release of Lillehammer.

Bloomberg Tech
Nvidia Wins US Approval to Sell H200 Chips to China

Right.

Bloomberg Tech
Nvidia Wins US Approval to Sell H200 Chips to China

Absolutely, yeah.

Bloomberg Tech
Nvidia Wins US Approval to Sell H200 Chips to China

So I'll give you a quick summary of the dilemma there.

Bloomberg Tech
Nvidia Wins US Approval to Sell H200 Chips to China

So we actually prefer H100s, and then H200s are more preferred for language models, which is not our domain.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Has an innovative think tank just come up with a solution for replacing stamp duty?

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

And I'm Robert Peston.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Look, we get it.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

You're a discerning sort of person.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

You're a Bloomberg listener after all.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Fiscal and monetary policy, housing, immigration, even the high street.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

That's why we speak to brilliant and fascinating people.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

So why not give us a try?

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Yeah, I mean, the numbers speak for themselves, right?

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

We're looking for a prediction in the $60 billion range for revenue.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

And just to give that context, that's 10x where we were three years ago, 10x.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

On profit for this year, we're going to be looking at $100 billion of net income.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

That's more than Intel and AMD get in revenue combined.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

So the numbers have come off the charts.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

The key here is...