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and they're going to spend regardless to get to that level of capability because it opens up so many doors for the industry and for their company versus customers that are really, really focused today on CapEx versus ROI.
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2025 Q2
28 Aug 24
The second is, of course, the rentals. They're renting capacity to model makers, they're renting it to start-up companies. And a generative AI company spends the vast majority of their invested capital into infrastructure so that they could use an AI to help them create products.
And so these companies need it now. They just simply can't afford -- you just raise money, they want you to put it to use now.
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2025 Q2
28 Aug 24
But it seems like Hopper demand is also really strong. I mean, you're guiding for a very strong quarter without Blackwell in October.
So how long do you see sort of coexisting strong demand for both? And can you talk about the transition to Blackwell? Do you see people intermixing clusters? Do you think most of the Blackwell activities, new clusters? Just some sense of what that transition looks like.
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2025 Q2
28 Aug 24
It's now moving from CPUs to generative AI.
So recommender systems, ad generation, custom ad generation targeting ads at very large scale and quite hyper-targeting, search and user-generated content, these are all very large-scale applications have now evolved to generative AI.
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2025 Q2
28 Aug 24
we're going through 2 simultaneous platform transitions at the same time.
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2025 Q2
28 Aug 24
when I said ship production in Q4, I mean shipping out,
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2025 Q2
28 Aug 24
return on investment and what that means for the sustainability of CapEx going forward. Internally at NVIDIA, like what are you guys watching? What's on your dashboard as you try to gauge customer return and how that impacts CapEx?
And then a quick follow-up maybe for Colette.
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2025 Q2
28 Aug 24
Blackwell GPU mask. I'm curious, are there any other incremental changes in back-end packaging or anything else? And I think related, you suggested that you could ship several billion dollars of Blackwell in Q4 despite the change in the design. Is it because all these issues will be solved by then? Just help us size what is the overall impact of any changes in Blackwell timing, what that means to your kind of revenue profile and how are customers reacting to it.
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2025 Q2
28 Aug 24
if you invest in our architecture today, without doing anything, it will go to more and more clouds and more and more data centers
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2025 Q1
24 May 24
all of it runs CUDA
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2025 Q1
24 May 24
you're going to see new switches coming, new NICs coming, new capability, new software stacks that run on all 3 of them
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2025 Q1
24 May 24
fully committed to all 3 links, NVLink computing fabric for single computing domain to InfiniBand computing fabric, to Ethernet networking computing fabric
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2025 Q1
24 May 24
Ethernet is a network and with Spectrum-X, we're going to make it a much better computing fabric.
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2025 Q1
24 May 24
InfiniBand is a computing fabric, Ethernet to network.
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2025 Q1
24 May 24
we're all in on Ethernet, and we have a really exciting road map coming for Ethernet
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2025 Q1
24 May 24
we are on a 1-year rhythm
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2025 Q1
24 May 24
after Blackwell, there's another chip
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2025 Q1
24 May 24
GB200 has a 72-node NVLink domain
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2025 Q1
24 May 24
we save a lot of power on every single node
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2025 Q1
24 May 24
It's the first data center-grade low-power memory.
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2025 Q1
24 May 24