Nvidia CEO Huang Says Blackwell Sales Are 'Off the Charts'

Watch Nvidia CEO Huang Says Blackwell Sales Are 'Off the Charts' - Bloomberg on Dailymotion

Transcript

00:00Jensen, it's been an astonishingly busy day for you in Washington, D.C., so I'm grateful for your time.

00:07You're sold out of Blackwell. That's what you said.

00:10But also that $500 billion forecast, which is Blackwell-Rubin, has room to grow.

00:17How do those fit together?

00:22I said sales are off the charts for Blackwell.

00:26Well, and NVIDIA GPUs in the cloud are sold out.

00:32We got plenty of Blackwells to sell you.

00:35We have lots of Blackwells coming.

00:37We're making a lot of Blackwells, and we have a bunch of Vera Rubins coming.

00:42And so business is very, very strong, but we've planned our supply chain incredibly well.

00:50We have the largest supply chain in the world.

00:52Our partners, TSMC, our memory partners, SK Hynix, Micron, Samsung, are doing a fantastic job supporting us.

01:01And all of our systems partners, Foxconn and Quanta and Wishtron, our packaging partners, everybody's doing a fantastic job supporting us.

01:09And we've done a good job planning for a very, very strong year.

01:13And we've done a good job planning for Vera Rubin.

01:16So sales are off the charts.

01:19NVIDIA GPUs in the cloud is sold out.

01:22But we've got a bunch of Blackwells to sell.