Jensen Huang

It is still the best processor for much of the workload in the cloud.

And most people misunderstand that because unlike

Unlike us, most accelerators are kind of singular use.

Because they don't have diversity, because they don't have versatility, because they're not great at every phase of AI, once they're used for whatever they were designed to do, their value falls off a cliff.

That is not true with NVIDIA.

Oh, thank you.

Billions of dollars.

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.

And NVIDIA's contribution is probably about 35 of that.

That's a great question.

The difference between percentages and billions is a big deal.

Yeah, it's in billions.

I said 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.

But we've planned our supply chain incredibly well.