Jensen Huang

We have lots of Blackwells coming.

We're making a lot of Blackwells.

And we have a bunch of Vera Rubins coming.

And so business is very, very strong.

But we've planned our supply chain incredibly well.

We have the largest supply chain in the world.

The most important thing she said is that we've said for some time now our forecast for China is zero.

All of our forecasts, the guidance that we showed, zero.

We should start, that's the most important thing that she said.

She also said that effectively China is a very important market to us.

It's very important to United States.

It's very important to China.

We would love the opportunity to be able to re-engage the Chinese market with excellent products that we deliver and to be able to compete globally.

That element has been around for a long time, is to prevent diversion.

Of course, over the years, people have speculated about diversion.

We've chased down every single concern, and we've repeatedly...

tested and sampled data centers around the world and found no diversion.

And so this is an area that will continue to be rigorous on.

And there's a lot of different ways to comply.

And one of them, of course, is to have it be run by American Cloud.