00:00Our reporters on the tech team at Bloomberg signaling that China has told Alibaba, they've told Tencent and ByteDance that they can start to prep orders for H200s from NVIDIA.
00:11There's been a lot of back and forth reporting on this, whether China would allow or not allow it.
00:16How much faith do you take in China making this move and how much does it change for you, your view, on NVIDIA sales?
00:24Yeah, that's a good question.
00:25We've generally taken the view that it's too difficult to take a stance on the China situation because of the uncertainties around the geopolitical side, around the trade side.
00:35So we have generally not included the upside in China into our revenue numbers.
00:39And we've been saying that, you know, NVIDIA, while China is nice to have, it doesn't contribute as much to the overall growth as people think.
00:47I think NVIDIA will have a very strong year with or without China.
00:50But I know, obviously, the China part of the business does tend to have a more big impact and a near-term part sentiment.
00:57But as far as our numbers, and I think for most of the street, we think they can get to $350 billion in data center revenue this year, really without even considering the China part.
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