Bloomberg Talks Nvidia CEO Jensen Huang Talks Upbeat Outlook, Blackwell Sales
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Nov 20, 2025 
Jensen Huang, Co-founder and CEO of Nvidia, is at the forefront of groundbreaking tech advancements. He shares exciting news about the extraordinary sales of the Blackwell GPU, revealing that cloud availability is sold out. Huang also discusses the anticipated Q3 release of the Vera Rubin platform and clarifies Nvidia's current zero forecast for China, aiming for re-engagement. He tackles export controls, power constraints in AI buildouts, and the enduring agility of Nvidia’s GPUs, highlighting their longevity across different AI applications.
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Blackwell Sales Far Exceed Cloud Capacity
- Jensen Huang says Blackwell sales are "off the charts" and cloud GPU capacity is sold out.
- NVIDIA is scaling production and has strong supply-chain partnerships to meet demand.
Vera Rubin On Track With Rack-Scale Advantage
- Vera Rubin bring-up involves thousands of engineers and is on track for a Q3 next-year launch.
- The rack-scale MVLink architecture used on prior systems enables a smooth, fast ramp for Vera Rubin.
Forecast Assumes Zero China Revenue
- NVIDIA's current guidance assumes zero revenue from China due to export restrictions.
- Jensen emphasizes ongoing engagement with U.S. and Chinese governments to seek re-entry to the market.