Jensen Huang

We have the largest supply chain in the world.

Our partners, TSMC, our memory partners, SK Hynix, Micron, Samsung, are doing a fantastic job supporting us.

And all of our systems partners, Foxconn and Quanta and Wishtron, our packaging partners, everybody's doing a fantastic job supporting us.

And we've done a good job planning for a very, very strong year.

And we've done a good job planning for Vera Rubin.

So sales are off the charts, NVIDIA GPUs in the cloud is sold out, but we've got a bunch of Blackwells to sell.

Well, the silicon for Vera Rubin, seven different chips are back in our labs and the bring up is happening across engineering teams.

Probably a couple of 20,000 people are working on bringing up Vera Rubin from silicon to systems, to software, to algorithms.

People are working around the clock and this bring up is going beautifully.

We're on track to deliver Vera Rubin about Q3 timeframe of next year.

continuing our once a year cycle.

Vera Rubin is already assured a huge success.

Everybody's incredibly excited about it.

Can't wait to show everybody.

And then one last thing is that the rack architecture, the rack scale architecture is completely revolutionary.

It includes a scale up switch called the MV-Link.

MV-Link 72, our fifth generation, is the only one of its kind in the world.

This rack architecture, which is incredibly complex, started with Grace Blackwell, then Grace Blackwell Ultra.

Its transition to Grace Blackwell Ultra is incredibly seamless.

The same rack scale architecture is going to be used for Vera Rubin.