“Absolutely believe the Data Center can grow through 2025.”

In context

“ifferent reasons that drives the success of Grace Hopper, but we're off to a just an extraordinary start. This is a home run product. Operator: Your next question comes from the line of Tim Arcuri of UBS. Your line is open. Tim Arcuri: Hi. Thanks. I wanted to ask a little bit about the visibility that you have on revenue. I know there's a few moving parts. I guess, on one hand, the purchase commitments went up a lot again. But on the other hand, China bans would arguably pull in when you can fill the demand beyond China. So I know we're not even into 2024 yet and it doesn't sound like, Jensen, you think that next year would be a peak in your Data Center revenue, but I just wanted to sort of explicitly ask you that. Do you think that Data Center can grow even in 2025? Thanks. Jensen Huang: Absolutely believe the Data Center can grow through 2025. And there are, of course, several reasons for that. We are expanding our supply quite significantly. We have already one of the broadest and largest and most capable supply chain in the world. Now, remember, people think that the GPU is a chip. But the HGX H100, the Hopper HGX has 35,000 parts, it weighs 70 pounds. Eight of the chips are Hopper. The other 35,000 are not. It is -- even its passive components are incredible. High voltage parts. High frequency parts. High current parts. It is a supercomputer, and therefore, the only way to test a supercomputer is with another supercomputer. Even the manufacturing of it is complicated, the testing of it is complicated, the shipping of it complicated and installation is complicated. And so, every aspect of our HGX supply chain is complicated.”