What’s next for Nvidia? CEO Jensen Huang spotted at WH

00:00 Speaker A

We saw obviously the reports and and images of CEO Jensen Huang at the White House, uh yesterday. And so that could be uh the next catalyst. Uh potentially, if there’s uh you know, some kind of new chip that they’re able to ship to China. Uh there’s been talk obviously of them working with more of a a high-powered desktop style chip to turn it into uh an AI data center chip. Those desktop chips are still incredibly powerful. So they they would be able to do that. They just wouldn’t have the kind of technologies that, you know, some of the data centers, the high-end ones, uh have for uh other countries. Uh but yeah, our earnings is going to be massive, right? This is going to be uh a part where we continue to see uh data center growth. We’re going to see more perhaps of the sovereign AI growth. We just have to see when that starts to be reported. Uh but that’s something that Nvidia is really banking on is the sovereign AI and obviously Wall Street as well, looking at that and saying, look, this is another potential area uh for for Nvidia to grow. There was that Saudi Arabia deal. Uh they had their GTC uh in Paris talking a lot about building out data centers in Europe. So, uh obviously that’s going to be a big part of that. And then, you know, the the idea that we’ve kind of taken the China equation out of revenue, uh going forward for now. Uh you know, barring any kind of announcement uh between that that meeting uh yesterday with uh Jensen Huang and President Trump. But uh the idea that China is no longer that that overhang, save for a potentially $8 billion hit from products that they’re not able to sell there that they were planning to. I think that could could really boost Nvidia uh among investors eyes, going into uh the the announcement of earnings.