Ian King
๐ค SpeakerAppearances Over Time
Podcast Appearances
So why not give us a try?
Yeah, I mean, there were a lot of headlines, a lot of numbers.
And if you actually look at what happened, as they were speaking, stock really didn't do very much.
Then after hours, when the management were on stage and were being questioned, they put in a strong performance.
And that's really when the stock started to pick up.
And that's what the analysts and investors have reacted to, really.
Yeah, I mean, you're right.
She was asked about that, sort of talked around it.
Then the analysts were like, no, come on, you've got to help us out here.
And what she said really was, look, if everything happens as though it is laid out, as we get the users, the amount of models deployed and everything, the money is going to be there.
And she said, yes, don't rule them out was her strong sort of retort to that push.
Yeah, I mean, there's been so many twists and turns in this one just in the space of this week.
Jensen's been obviously making his case in Washington.
Now he's making his case in person in Asia where the president is.
President Trump mentioned this Blackwell chip, said raise the possibility, raise everybody's hopes, and then kind of took it away a little bit.
So we don't really know where we are now other than hoping that, you know, because it's being discussed that there is more possibility of NVIDIA doing more business in China.
Yeah, no, he's trying to make Korea into yet another example of this push that he sees of let's deploy AI everywhere.
Let's get it in government organizations.
Let's get it in corporate situations.
And Korea obviously has a vibrant tech economy, companies like Samsung.