NVIDIA (NVDA) CFO says there have 'already been discussions' about 2027 data centres with customers
SourceNewswires
Importance
Level 1
- Feel very solid about supply chains as Vera Rubin chips go into production.
- Demand continues to increase. Has increased since the USD 500bln forecast.
- USD 500bln has definitely gotten larger.
- US government is 'working feverishly' on licenses for NVIDIA to ship H200 chips to China.
- We're going to wait and see what will happen' on h200 licenses for China sales.
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