00:00We also have heard from NVIDIA founder Jensen Huang saying that his company's next generation
00:05AI accelerator systems are in production and on track for delivery to customers.
00:10He was responding to reports that manufacturing snacks may delay its rollout.
00:16Not true.
00:17Are you still on track?
00:19Yeah, we're on track. Completely on track. Not true.
00:21Okay, so how are you going to have the supply chain?
00:24Yeah, Vera Rubin's already in production.
00:26Okay.
00:27Yeah, giant amounts of production coming.
00:31Jensen Huang speaking there during a visit to Japan to talk about how NVIDIA might aid the country's sovereign and
00:37physical AI ambitions.
00:39For more, let's bring in senior tech editor Nick Turner.
00:42And Nick, we saw the market reaction with the tech sell-off when we got the semi-analysis report earlier
00:47this month.
00:48How much is at stake when it comes to the Vera Rubin?
00:53Yeah, well, this is obviously their flagship product.
00:56This is the latest generation.
00:57It's supposed to start being delivered essentially this quarter and ramping up production in the fourth quarter.
01:05So everybody's really in kind of this wait-and-see mode to see whether production goes as smoothly as everyone
01:11hopes.
01:11And any signs that maybe things aren't going smoothly are really sort of elevated and people scrutinize it.
01:18Obviously, what the CEO said today was things seem to be fine, volume is going to be big, and we're
01:24doing great.
01:25So that's kind of the latest news on this.
01:29How consequential is it for the rest of the industry?
01:35I mean, certainly very consequential for what we call the hyperscalers, which are the biggest data center operators in terms
01:43of they want access to these chips.
01:45They want the fastest chips they can get.
01:47They certainly – NVIDIA remains the gold standard on that front.
01:50But those companies also are trying to find sourcing elsewhere, whether it's sort of making in-house chips or relying
01:56on AMD or some of the other companies.
01:58So certainly any delays might play out in the sense of increasing the urgency to find alternative sources of AI
02:06accelerators.
02:07But we're still in a mode now where people want as much NVIDIA chips as they can get.
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