Jensen Huang

And so the supply chain is all used to it.

This complexity that we enjoyed with Gray's Blackwell transition, we're now incredibly smooth running.

And so I think Vera Rubin is going to be just really smooth and we're going to ramp it really hard.

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.

The Chinese market is very large.

This year, my guess is probably about $50 billion.

It's great for the American people that we're able to compete in the Chinese market.

It's great for the China market that we're able to provide NVIDIA's technology to them.

It's great for the rest of the world as Chinese software companies and Chinese open source models leave China and are used all over the world.

And so I think it's fantastic that we're able, it would be fantastic if we're able to participate in the China market.

But for now, we should just assume our NVIDIA's forecast for China market is zero.

We're going to continue to engage the U.S.

government, continue to engage the China government to advise them and to encourage them to allow us to go back and compete in the open market.