Sales are off the charts for Blackwell and Nvidia GPUs in the cloud are sold out
Jensen Huang
We are very disciplined with our investment, we're disciplined with our buildout on these very large scale investments
Nvidia blasted past expectations with epic gross margins and is sold out as far as the eye can see
Guy Johnson
Nvidia forecasting sales that would be ten times the number for the same quarter just three years ago - tenfold increase in business size at the top line
Anna Edwards
There are still supply issues and backlog issues whether they can deliver on promises, with delays in Blackwell and Rubin systems
Kriti Gopter
The bubble was never going to burst because of Nvidia numbers - the question remains whether hyperscalers will make money off the chips