Separately, I found a transcript of the full conference. CEO Hwang stated the following about Blackwell's outlook.
“... and here we are ramping Blackwell and it's in full production. We'll ship in Q4 and scale it -- start scaling in Q4 and into next year. And the demand on it is so great. “
“We have a lot of responsibilities and we're trying to do our best. And now, Blackwell is running at full capacity. It will be shipped in the fourth quarter, and the scale is planned to expand from the fourth quarter to next year. The demand is huge.”
● Please refer to the full transcript URL. Regarding the above, it is in the final remarks section.
https://seekingalpha.com/article/4720501-nvidia-corporation-nvda-ceo-jensen-hu...
“... and here we are ramping Blackwell and it's in full production. We'll ship in Q4 and scale it -- start scaling in Q4 and into next year. And the demand on it is so great. “
“We have a lot of responsibilities and we're trying to do our best. And now, Blackwell is running at full capacity. It will be shipped in the fourth quarter, and the scale is planned to expand from the fourth quarter to next year. The demand is huge.”
● Please refer to the full transcript URL. Regarding the above, it is in the final remarks section.
https://seekingalpha.com/article/4720501-nvidia-corporation-nvda-ceo-jensen-hu...
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Other than that, this is a machine translation of the Bloomberg article on the speech by CEO Huang at the Goldman Sachs Technology Conference that was held earlier. For your reference...
(Bloomberg) -- Nvidia Corp. CEO Jensen Huang stated that the battle for limited supply has frustrated some customers and increased tension (Nvidia CEO Says Customer Relations Are 'Tense' Due to Shortages).
At the Goldman Sachs Technology Conference held in San Francisco, he said to the audience, 'We will have more emotional customers today. That's only natural. We are under tension. We are doing our best.'
Mr. Huang told the audience that there is strong demand for the latest generation of chips called Blackwell in his company. California...
(Bloomberg) -- Nvidia Corp. CEO Jensen Huang stated that the battle for limited supply has frustrated some customers and increased tension (Nvidia CEO Says Customer Relations Are 'Tense' Due to Shortages).
At the Goldman Sachs Technology Conference held in San Francisco, he said to the audience, 'We will have more emotional customers today. That's only natural. We are under tension. We are doing our best.'
Mr. Huang told the audience that there is strong demand for the latest generation of chips called Blackwell in his company. California...
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$NVIDIA (NVDA.US)$
Market expectations are so strong that they are frightened by a crash in the unlikely event that financial results go wrong... Please go ahead, may your disappointment be unfounded, please God 🙏
Market expectations are so strong that they are frightened by a crash in the unlikely event that financial results go wrong... Please go ahead, may your disappointment be unfounded, please God 🙏
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