Jensen Huang

Another way is just to make sure that we have measures put in place, whether technology or processes, to ensure that no diversion happens.

Well, what we're hearing is that the White House would like Congress to hold off on legislation that would force NVIDIA to put American customers first ahead of adversarial nations like China.

And of course, NVIDIA is proscribed from selling to China right now by U.S.

export controls and even by Beijing rejecting those H-20 chips that we've talked about that have won American authorization to be sold inside China.

It governs defense policy and it has bipartisan support.

But now the White House is weighing in and seeking to get it pulled from the legislation.

We have widely expected this approval to come through, but it does take some time to work its way through the guts of the bureaucracy.

But there is also a hurdle to overcome, and that is the concerns, as we just discussed, that the technology does risk leaking to adversarial nations, especially China.

And that is because both the Saudis and the Emiratis have had longstanding business ties with China.

And China's Huawei technologies has a footprint

in each of those two nations.

And the concern is that the proximity of Huawei to American technology in a data center creates a risk of some sort of leakage, either through software or something else.

Sales are off the charts for Blackwell and NVIDIA GPUs in the cloud are sold out.

We got plenty of Blackwells to sell you.

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.

It's your daily 15-minute podcast on the latest in global news, politics, and international relations.

Billions of dollars, yeah.

And so for our Vera Rubin system, a one gigawatt data center is probably something along the lines of 50 to 55.