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The Transcript
The Transcript@TheTranscript_·20 Kas
$NVDA CFO just now: "We currently have visibility to a half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026. ..we believe Nvidia will be the superior choice for the three to four trillion dollars in annual AI infrastructure build we estimate by the end of the decade."
The Transcript@TheTranscript_

$NVDA CEO: Blackwell/Rubin demand is surging with $500B in booked revenue through 2026, outpacing Hopper by 5x. "We're seeing extraordinary growth for Grace Blackwell...We now have visibility, and I think we're probably the first technology company in history to have visibility into half a trillion dollars of cumulative Blackwell and early ramps of Rubin through 2026...This is how much business is on the books, half a trillion dollars worth so far. Now, out of that, we've already shipped 6 million of the Blackwells in the first several quarters, I guess the first four quarters of production, three and a half quarters of production. We still have one more quarter to go for 2025, and then we have four quarters, so the next five quarters, there's $500B. That's five times the growth rate of Hopper."

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Himanshu Kumar
Himanshu Kumar@codewithimanshu·20 Kas
@TheTranscript_ Wow, impressive figures! The, do you think competitors can truly catch up to this AI boom?
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Shadow Wu
Shadow Wu@ShadowWuSK·20 Kas
@TheTranscript_ ok
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