NVIDIA (NVDA) CFO says there have 'already been discussions' about 2027 data centres with customers

NVIDIA's CFO signaling ongoing discussions about future data center needs indicates robust demand expectations in the sector.

Newsquawk StaffNewswiresPublished 6 Jan 2026, 16:45 UTCOn the live feed at 16:25 UTC — 5 more headlines followed before this page went public

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16:30

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16:27

US President Trump says will meet with 14 insurance Cos. in a few days and also meeting with oil companies

16:25

NVIDIA (NVDA) CFO says there have 'already been discussions' about 2027 data centres with customers

16:11

US President Trump says health insurance premiums are horrible

16:09

AMD (AMD) CEO says compute has to increase by 100x over 4-5 years; demand for AI in China is high and working with US government to find solutions

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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.

Context

Their confidence in supply chain stability and government license developments for H200 chip shipments to China are pivotal for future revenue streams. This reinforces NVIDIA's position in the semiconductor market while potentially opening significant opportunities if licenses are granted.

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