Jensen Huang

I haven't thought about it even once.

We chose to live in Silicon Valley and whatever taxes I guess they would like to apply, so be it.

Hopper pricing is actually going up in the cloud.

All of the hoppers are consumed in cloud and now pricing, spot pricing is starting to go up.

And so that tells you about the demand that's being generated all over the world.

So H200s, I think, is going to contribute also to that.

I think all told, I think we should have a very good year.

We're announcing a big partnership between us.

We've known each other for a long time, but the partnership we're announcing is really a big deal.

One, we're accelerating their EDA software.

We're accelerating their simulation software.

We're integrating AI technology, physical AI and agentic AI, into their team center and their factory automation software.

operating system.

And so we're working together across this entire spectrum.

When we accelerate the software, then we'll get to use it to design our chips and systems.

When we accelerate their simulation software, we'll use it in our AI factories to simulate the thermal properties of our AI factories.

When we integrate our automation and agentic systems into their AI

We announced yesterday Vera Rubin.

It takes six different chips to integrate into this incredible system called Vera Rubin.

And when you're done, each one of these Vera Rubin GPUs is 240,000 watts.