Bloomberg Tech Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast
31 snips
Nov 20, 2025 
Jensen Huang, CEO of Nvidia and a pioneer in GPU and AI technology, dives into the booming demand for their Blackwell GPU, calling sales 'off the charts.' He sheds light on the Vera Rubin platform set to launch next year and discusses Nvidia's current situation with China amidst regulatory challenges. Huang also tackles energy constraints and the company's strategy for maintaining its stronghold in AI tech while facing deployment hurdles. His insights on partnerships with major players like OpenAI reveal the future of demand in the tech landscape.
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Blackwell Demand Far Exceeds Expectations
- Jensen Huang says Blackwell sales are "off the charts" and cloud GPU capacity is sold out despite ample production.
- NVIDIA planned its supply chain and partners to meet very strong demand and avoid bottlenecks.
Vera Rubin Uses Proven Rack-Scale Architecture
- Vera Rubin bring-up involves tens of thousands of engineers and targets a Q3 release next year with smooth ramping.
- The same rack-scale architecture (MVLink72) used for Grace Blackwell will enable a seamless Vera Rubin transition.
NVIDIA Forecasts Zero Sales To China For Now
- NVIDIA's formal financial guidance assumes zero sales into China until permissions change.
- Jensen says NVIDIA will continue engaging governments to regain access to the Chinese market but the current forecast is zero.