“We expect to ship substantial Hoppers in Q4.”

In context

“ent to return. They’re a very important market for us, a very large market for us. And the fact that North American hyperscalers doubled year-over-year our revenues at North American hyperscalers, and that was offset by declines in China said something about the slowdown in China. And so I don’t think that’s going to last forever. I think it’s going to return. With respect to Hopper, we’re in full production now. And we’re racing to get Hopper 2, all of the CSPs are dying to get them. And it goes with our HGX, which is multiple Hoppers on a system tray, it’s really a supercomputer in a motherboard, if you will. And it goes along with it networking gear and switch gear. And so there’s the enormous amounts of resources apply from all of the CSPs around the world and ourselves to get Hopper. We expect to ship substantial Hoppers in Q4. Operator: Your next question will come from the line of Toshiya Hari with Goldman Sachs. Toshiya Hari: I had a question regarding the $1.22 billion inventory charge, maybe for Colette, on this one specifically. In the CFO commentary, I think you stated that the inventory charge is related to weaker demand in both data center and gaming. I think the gaming side is pretty clear based on your comments so far. Curious what’s changed on the data center side? Is it mostly the Chinese hyperscalers that Jensen just spoke to? Or is there something else going on in terms of how you’re thinking about demand in data center over the next couple of quarters? And related to this, curious if the delay in Sapphire Rapids at Intel is having an impact on your business in the near to medium term? Colette Kre”