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

• 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.

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