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Chapter 1: What is the main topic discussed in this episode?
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We'd like to welcome Nvidia CEO Jensen Wang to the program. And Jensen, it's been an astonishingly busy day for you in Washington, D.C., so I'm grateful for your time. You're sold out of Blackwell. That's what you said. But also that $500 billion forecast, which is Blackwell Rubin, has room to grow. How do those fit together?
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Chapter 2: What are the standout sales figures for Nvidia's Blackwell GPU?
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.
And so until then, we should assume zero.
Jensen, during the call, the US Commerce Department issued a statement saying that you are now permitted to export up to 35,000 Blackwell chips each to both Saudis, Humane, and to the UAE through G42. But there are some requirements that the US has of you, in particular around controls of preventing tech transfer to China through the Middle East.
What can you tell us about your understanding of what the US government's asking of you there?
That that that that that element is 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 person. 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. Another way is just to make sure that we have measures put in place, whether technology or processes, to ensure that no diversion happens.
Jensen, the number one question I get for you is always about energy. How severe is the energy shortage in the context of AI expansion? And would you talk a bit about power and whether power is a bigger constraint for this build-out than the chips themselves?
When you're growing at the rate and scale of NVIDIA, remember we're growing some 60% a year? Just quarter to quarter growth of our company is $10 billion. We grew an entire size of a company just in one quarter.
And so the scale and the rate at which we're growing, everything's a challenge, which is the reason why NVIDIA has to be world-class at our supply chain, working with incredible providers and suppliers like TSMC and the memory partners and all of our systems partners, but also working downstream to work with
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Chapter 3: How is Nvidia planning for the Vera Rubin platform's launch?
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.
NVIDIA CEO, Jess Wong.
Billions.
Billion noted. I was asked to ask you. The question's been asked and answered. Astonishingly busy day for you in the nation's capital, Washington, D.C.
That's a great question. The difference between percentages and billions is a big deal. Yeah, it's in billions.
The stakes are high, but we're always grateful for your time. I know it's been a busy day. Thank you for joining us on Bloomberg Television. That's NVIDIA CEO Jensen Wang.
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